Event Description
Join us on April 22nd and get an overview of consolidated tax return filing, focusing on both compliance requirements and key technical considerations, presented by Forvis Mazars. Participants will explore the strategic rationale for filing consolidated returns, including the associated pros and cons, review the definition and requirements of an affiliated group, and gain an understanding of investment adjustment rules. The session will also cover the purpose and mechanics of tax sharing agreements and their role in consolidated tax reporting.
Register today for this free session at: https://tei.zoom.us/meeting/register/OEBRe8N3QgaU7l3yFOIhDg
Forvis Mazars Presenters include:
- Todd Reinstein – Partner
- Howard Wagner – Managing Director
- Nick Zoyhofski -- Senior Manager
Learning objectives:
By the end of the presentation, participants will be able to:
- Apply consolidated return rules to determine affiliated group eligibility, including ownership thresholds and common parent requirements.
- Analyze the mechanics and tax effects of investment adjustment rules on basis, earnings and profits, and intercompany transactions within a consolidated group.
- Evaluate tax sharing agreement provisions and their interaction with consolidated tax liabilities, payments, and financial reporting considerations
Webinar login and Survey will be sent out shortly before session starts.
To be awarded CPE credit for this session, you must respond to six out of eight polling questions asked during the program.
CPE Credit Information: The Tax Executives Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group internet based” continuing professional education on the National Registry of CPE Sponsors.
CPE Credits Possible: 2.0 CPE credit based on a 50-min hour.
Field of Study: Taxes
Program Level: Overview
Pre-requisites: None
Advanced Prep: None
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please CLICK HERE. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org