This course is designed to demystify the complexities surrounding tax-free investment opportunities within U.S. C-Corporations, with a special focus on Qualified Small Business Stock (QSBS) and the intricacies of tax-free income for foreign shareholders. This course is tailored for investors, financial advisors, tax professionals, and anyone interested in deepening their understanding of the U.S. corporate tax structure and its benefits for domestic and international investors.
By the end of this webinar, attendees will clearly understand how to leverage tax-free investment opportunities in C-Corporations, the potential benefits of QSBS, and how foreign investors can navigate the U.S. tax system to their advantage. Armed with this knowledge, participants will be equipped to make informed investment decisions, advise clients with confidence, and shatter the illusions surrounding tax-free investments in the U.S. corporate sector.
Learning Objectives:
- Identify the fundamentals of C-Corporations and their distinct tax benefits, encompassing an overview of the U.S. corporate tax environment
- Determine the criteria and eligibility for QSBS investments exploring the potential for 100% gain exclusion under Section 1202 of the Internal Revenue Code
- Recognize the conditions for foreign shareholders to access tax-free income including constraints and opportunities outlined in U.S. tax legislation
- Describe real-world case studies showcasing successful tax-free investment tactics in C-Corporations that provide actionable insights and strategies
Crystal Stranger holds a Juris Doctor of Law degree, is an Enrolled Agent (EA), EOS Integrator, and Senior Tax Director and CEO of OpticTax.com. Bringing over 20 years of finance, accounting, and leadership experience she enjoys helping startups stay focused on the big picture objective while maintaining an eye to the details and performing realistic risk assessments.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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EA Approved
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
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