A deep dive into K1s from A to Z
This 2025 National Tax Conference session rebroadcast clarifies Schedule K-1 requirements for partnerships and S corporations, focusing on proper disclosure of key items.
Format
Webcast
Date
Jan 20, 2026
NASBA Field of Study
Taxes
Level
Intermediate
CPE Credits
1.5
Instructor
Brian Lovett
Availability
3 months
Product Number
WC5185831
Schedule K-1 reporting has evolved significantly, creating new challenges for tax professionals tasked with delivering accurate and detailed information to partners and shareholders.
This rebroadcast of the 2025 National Tax Conference session provides clarity on the latest requirements for Schedule K-1 issued by partnerships and S corporations.
The session breaks down complex reporting rules and highlights best practices for:
- Disclosing key items
- Ensuring compliance
- Reducing risk
Whether you’re navigating intricate allocations or addressing partner-level disclosures, this program equips you with practical insights to handle today’s heightened reporting demands confidently.
Key Topics
- K-1 reporting
- Tax planning
- Reporting requirements for Schedule K-1
Learning Outcomes
- Identify the various types of information reported to a member or shareholder on Schedule K-1.
- Distinguish the effect of information reported on Schedule K-1 on the member/shareholder's Form 1040.
- Determine when a partnership will be required to complete new Schedules K-2 and K-3.
Who Will Benefit
- CPAs and tax practitioners with 3-4 years in the profession
Group ordering for your team
2 to 5 registrants
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US customers call 1-800-634-6780 (option 1)
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