IRS Webinar:  S Corporation Shareholder Stock Basis

The IRS has made a webinar available, recorded November 18, 2015, that reviews the importance of tracking S Corporation shareholder stock & debt basis and provides information on how to calculate stock basis.

Topics covered include the following:

  • Importance of S corporation stock basis,
  • S Corporation stock basis ordering rules,
  • Computation
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Steve Akers: ACTEC 2015 Fall Meeting Musings – Special Assets (e.g., firearms, aircraft etc), Uniform Acts Re Digital Assets, Decanting, POAs and More

Steve Akers, Senior Fiduciary Counsel, Southwest Region, Bessemer Trust, has made available for download his musings regarding the ACTEC 2015 Fall Meeting.  The summary is as follows:

The 2015 ACTEC Fall Meeting was held in Monterey, California on October 15-18, 2015. A detailed summary of Steve R. Akers observations from … Continue reading