Please note this class will be held virtually, not in person.

Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.


  • Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs 
  • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals


  • Relevant changes from The Tax Cuts and Jobs Act of 2017 including detailed treatment of Section 199A 
  • Basis planning Related party transactions: making them work 
  • Income splitting and shifting with family can create considerable benefits

Who Will Benefit

All tax practitioners, both those working in public accounting as well as those in private industry, who are responsible for tax planning for their clients and/or companies


Category Amount
Tax 4.00
Yikes, the time is near. Please call NMSCPA at (505) 246-1699 to register.


  • Michael E. Reilly

    Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA.

    In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College. He was also the CFO for a large insurance agency in Delaware County, PA, and was a licensed insurance agent in Pennsylvania.

    Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certifications. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.

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