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TAX2316 - Advising Clients on the Choice of Business Entity

‐ Jun 6, 2023 1:20pm

Recent tax and legal changes have affected the “choice of a business entity” decision both from a planning and practice standpoint. This session considers planning issues by reviewing the kinds of entities, their opportunities and challenges, and current factors impacting on the appropriate decision – including considerations of potential changes from sunsetting. From a practice standpoint, the session offers pragmatic tips and tricks professional advisors can use in helping clients with this crucial decision.

Learning Objectives:

  • Determine how different professions look at different elements in the “choice of business entity” decision
  • Learn how current tax and legal issues affect deciding an appropriate business entity, including changes that may occur in taxes
  • Consider practice techniques that help facilitate advising clients on the appropriate entity decision





Concurrent Session Onsite and Online

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