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Concierge Medical Practices

Balance Sheets and Basis

Basis problems can be deceptive: they appear simple, but answering them is at the root of taxability issues.Compounding these issues for entities is deciding when a transaction is taxable at the entity level, or at the partner/shareholder level.

Using practical examples and case studies, Andrew will speak about: property contributions to an entity, inside and outside basis, taxable and non-taxable income; sale of an entity, deductibility of losses, and why we should care.

We’ll review IRC Sections 721, 722, 723 and 351.

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