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Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/09/2025 from 10:00 am to 12:00 pm
 Wed, 08/13/2025 from 10:00 am to 12:00 pm
 Thu, 08/28/2025 from 10:00 am to 12:00 pm
 Tue, 10/14/2025 from 10:00 am to 12:00 pm
 Mon, 11/03/2025 from 10:00 am to 12:00 pm
 Thu, 11/20/2025 from 10:00 am to 12:00 pm
 Fri, 01/16/2026 from 9:00 am to 11:00 am
 Tue, 02/03/2026 from 1:00 pm to 3:00 pm
 Currently available
Designed For:

Any tax practitioner with S corporations or S corporation shareholders as clients

Prerequisite:

Basic understanding of tax rules relating to S corporations and S corporation shareholders

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Calculate an S corporation shareholder's basis in his or her S corporation shares on Form 7203
  • Understand and apply the S corporation shareholder loan basis rules

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.