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Reviewing Partnership Tax Returns: What Are You Missing?

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Online, OK 00000

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4.00 Credits

Member Price $225

Non-Member Price $269

Overview

Strategies to help reviewers catch errors in partnership and LLC tax returns before they are submitted.

Highlights

Common errors made involving the following:

  • Form 1065
  • Schedules K and K-1
  • Schedules M-1 and M-2
  • Calculating recourse and nonrecourse liabilities
  • Partner inside and outside basis
  • Partner's capital account analysis
  • Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)

    Prerequisites

    Experience with partnership tax return preparation

    Designed For

  • Partners and managers in CPA firms
  • Experienced CPA staff

    Objectives

    • Identify the mechanics of a partnership's tax return, including partner capital account calculations and permissible tax years.
    • Determine the proper allocation of recourse liabilities among partners.
    • Analyze the consequences of a new partner joining a partnership.
    • Determine depreciation expense among the contributing and noncontributing partners under Section 704(c).
    • Determine the value of assets with nonrecourse liabilities.
  • Leader(s):

    Leader Bios

    Robert Ricketts, Director, School of Accounting, Texas Tech University

    Robert Ricketts, CPA, PhD, is the director of the School of Accounting and the Frank M. Burke Chair in Taxation at Texas Tech, where he has taught in the graduate tax program for the last 25 years. He is the co-author, with Larry Tunnell, of CCH’s Practical Guide to Partnerships and LLCs, now in its sixth edition, as well as a series of courses on the taxation of partnerships and LLCs for the AICPA.

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    Non-Member Price $269

    Member Price $225