Instructor
George J. Koutelieris, CPA, MS-Tax, has practiced tax accounting for more than 24 years. He is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars for the last 10 years. Because of his understanding of tax law and ability to make it understandable, George is someone other CPAs turn to when they have difficult tax questions.
Instructor
Greg White, CPA, has practiced tax for more than 40 years. He is founder of the CPA firm WGN, P.S. in Seattle, Washington. Greg served as an Adjunct Professor at the Golden Gate University’s Seattle Campus over a 14-year period. He is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine.
Dive into the strategies you need to minimize the impact of the passive activity rules. You’ll learn all seven methods for meeting the “material participation” rules and get the latest insights from recent case law on how these rules are being applied today. We’ll break down which activities and time count toward material participation (and what doesn’t) — and give you practical guidance on how to properly document your clients’ hours to stay audit-ready and compliant. If you’ve ever wrestled with the nuances of material participation, this session will make it clear, manageable and immediately useful.
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event.
This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
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CPAs and tax professionals involved in the world of tax
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