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© Phoenix Beach, LLC 

Training for Business Professionals

  Phoenix Beach Downloads


 

Case Suggested Solutions
NOTE - Case solutions are provided for class participants only.  The actual cases are located in the course material received at the seminar.  Please DO NOT email Phoenix Beach for copies of the cases.

Basis Calculations & Distributions for Pass-Thru Entity Owners
Partnership Preparation, Basis Calculations & Distributions
S Corporation Preparation, Basis Calculations & Distributions
Hands on Tax Return Workshop - Form 1040 (2019)

Hands on Tax Return Workshop - Form 1065 (2019)

Hands on Tax Return Workshop - Form 1120S (2019)​
Staff Tax Training - Partnerships - Case Solutions
Staff Tax Training - S Corporations - Case Solutions


Miscellaneous Files & Participant Downloads   

Quick Reference Chart - 06-01-21

American Rescue Plan Act (ARPA) of 2021 - signed 03-11-21 (242 pages)

Consolidated Appropriations Act (CAA) of 2021 - signed 12-27-20 (5,593 pages)

CAA of 2021 House Ways and Means Committee Summary

PPP Loan Forgiveness Application Form 3508S

PPP Loan Forgiveness Application Form 3508S Instructions

SBA Interim Final Rule - PPP forgiveness simplified for loans of $50,000 or less

SECURE Act Guidance - Notice 2020-68

Cares Act - Joint Committee Report - 04-23-20

CARES Act (H.R. 748) - 03-27-20

Families First Coronavirus Response Act - JCX-10-20 - 03-17-20

SECURE Act Summary

SECURE Act Committee Reports (12-20-19)- Start on page 40 of PDF

SECURE Act (HR1865) (12-20-19)- Start on page 1532 of PDF

Qualified Opportunity Zone Final Regulations (TD 9889) - 12-19-19

Treatment of Payments to Charitable Entities in Return for Consideration (REG--107431-19) - 12-17-19

Notice 2019-66 - Ptsp tax basis capital accounts & K-1 issues - 12-09-19

Rev Proc 2019-43 - Automatic Change in Accounting Methods

Rev Proc 2019-38 - §199A QBI Rental Real Estate Enterprise Safe Harbor

Rev Rul 2019-24 - Virtual Currencies & Hard Fork

Liabilities Recognized as Recourse Partnership Liabilities under §752 - 10-04-19

Prop. Regs. - §199A Rules for Cooperatives & their Patrons - 06-18-19

Notice 2019- 27 - Methods for Calculating W-2 Wages for Purposes of §199A(g)

HRAs & Other Account-Based Group Health Plans - (TD 9867) - 06-17-19

TD 9864 - Contributions in Exchange for State or Local Tax Credits

Notice 2019-12 - Safe harbor guidance under §164 for charitable state tax credits

Corrected Final IRC §199A Regulations - 02-01-19

Rev Proc 2019-11 - QBI Determination of W-2 Wages

Notice 2018-99 - Parking Expenses for Qualified Transportation Fringes Under § 274(a)(4) and § 512(a)(7)

Notice 2018-76 - Expenses for Business Meals Under §274

Prop Regs - Contributions in Exchange for State or Local Tax Credits

Rev Proc 2018-40 - Update Changes in Methods of Accounting for TCJA