• videocam On-Demand Webinar
  • signal_cellular_alt Intermediate
  • card_travel Tax Law
  • schedule 90 minutes

Entity Structuring and Tax Planning for Tech Companies: S Corp vs. C Corp, Transaction Structures, Pitfalls to Avoid

About the Course

Introduction

This CLE/CPE webinar will provide tax counsel and advisers an in-depth analysis of the tax planning and operational impacts of entity structures for technology companies and individuals owning controlling interests in these businesses. The panel will discuss the U.S. tax issues that arise in S corporations vs. C corporations, transaction structures, and other key items that must be considered for companies within the tech industry.

Description

Entrepreneurs start hundreds of tech businesses annually, encountering similar entity structuring and tax challenges. Tax professionals must be able to identify potential tax issues and navigate complex federal and state tax regulations faced by tech companies.

In determining the appropriate entity structure, owners and their counsel must consider equity ownership, compensation, current intellectual property and other assets, and tax reporting and tax planning to minimize tax liability of certain transactions.

S corporations provide significant advantages to shareholders through pass-through taxation, whereas C corporations may be more advantageous under certain circumstances. However, tax professionals often fail to recognize crucial distinctions from other entities and critical issues under current tax law and other recent developments.

Listen as our panel discusses U.S. tax issues that arise in S corporations vs. C corporations, transaction structures, and other key items that must be considered for companies within the tech industry.

Presented By

Attorneying Annie Dc, CPS, DR
Partner
Davis Brown Law Firm - Des Moines

Bio for Annie Attorney; loves horses and arguments

Big Boat
Firm Manager
The Mogy Law Firm - Memphis

This is a bio for Big Boat. Big Boat is an avid reader and unicyclist.

Roller S. Coaster MD, CPA, MST, DR
Fun Times
Lee's Test Firm

This is a bio for speaker, Roller Coaster. Roller Coaster enjoys walks on the beach and pizza with pineapple.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, October 7, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Key factors to consider in entity structuring

II. Tax challenges for C corps

III. Tax challenges for S corps

IV. Challenges related to equity and incentive grants, options, etc.

V. Best practices and transaction planning considerations

The panel will review these and other key issues:

  • What are the critical tax challenges of S corps and C corps under current tax law?
  • What issues arise for cash distributions, class of stock, deferred compensation, and transfers of interest?
  • What are the factors to consider in determining whether to retain or elect S corp status or convert to C corp?
  • Under what circumstances is a C corp entity choice preferred over an S corp?