BUSINESS TAX MASTERY SERIES
S Corporation Basis
Tuition $297
Calculations, Loss Limitations, and Advisory Applications
A live, virtual executive masterclass from The Taxpert Academy
Tuesday, September 29, 2026 | 10am - 2:30pm Eastern | 4 IRS CE Credits
Replay access included.
Course Details:
Rather than simply teaching basis calculations, this masterclass develops the thinking process experienced advisors use when analyzing shareholder basis, loss limitations, distributions, and Form 7203.
You’ll learn not only how to calculate basis - but why it matters, how to explain it to clients, and how to recognize common mistakes before they become costly problems.
Who Should Enroll:
This program is designed for:
• CPAs
• Enrolled Agents
• Tax Professionals
• Tax Firm Owners
• Accountants preparing S corporation returns
• Professionals looking to deepen their business tax expertise
This course assumes familiarity with preparing business tax returns and is intended for professionals seeking intermediate to advanced technical training.
Course Topics:
Throughout this Executive Masterclass, you’ll learn how to:
• Build and maintain shareholder stock basis
• Distinguish stock basis from debt basis
• Apply annual basis adjustments correctly
• Understand the statutory ordering rules
• Analyze basis and loss limitations
• Apply basis concepts to shareholder distributions
• Complete Form 7203 with confidence
• Reconstruct basis for a new client engagement
Included in Enrollment
Your tuition includes:
✓ Live Masterclass
✓ 4 IRS-Qualified CE Credits
✓ Comprehensive Advisor Manual
✓ Basis Calculation Worksheets
✓ Form 7203 Practice Materials
✓ Capstone Client Case Study
✓ One-Year Access to the Recording
✓ Completion Certificate
