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Haddonfield, New Jersey 08033-2342

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News, Articles & Resources

Category: S Corporations

New Jersey Piggy-Backs Federal S Corporation Elections

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New Jersey Piggy-Backs Federal S Corporation Elections. On December 22, 2022, Governor Murphy signed P.L.2022, c.133 (A4295/S2876) that eliminates the requirement to affirmatively make a New Jersey S corporation election; ends the New Jersey COVID-related extension for State tax assessments and refund interest and adapts New Jersey Partnership Audit Rules…

New Jersey PTE/BAIT – Planning for 2022

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  New Jersey PTE/BAIT – Planning for 2022. Significant revisions to the elective New Jersey Pass-Through Business Alternative Income Tax (PTE/BAIT) are effective for tax years beginning in 2022. The PTE/BAIT, first effective for tax years beginning in 2020, is a work around for the federal $10,000 state and local…

IRS Issues New Form 7203 to Track and Report S Corporation Basis

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The subchapter S rules apply basis limitations in various circumstances, including the ability of an S corporation shareholder to deduct S corporation losses. An S corporation shareholder has basis in his/her stock and if he/she is also a creditor of the corporation, he/she has basis in her debt. Basis is…

Expenses Paid with PPP Loan Proceeds Reduce Other Adjustment Accounts, According to Draft Instructions for S-Corporation Returns (Form 1120-S)

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Background. The Coronavirus Aid, Relief, and Economic Security (CARES) Act did not specify whether expenses paid using funds  received from a Paycheck Protection Program (PPP) loan would be deductible for federal income tax purposes.  Congress subsequently passed the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act (the “Economic…

Creating a Profits Interest in an S Corporation

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Assume Glenn and Art are equal shareholders in Allen, Inc., an S corporation.  Bob is employed by Allen and manages one aspect of its business, but not all business is conducted by Allen.  All of the parties would agree to give Bob a profits interest as incentive for performance and…

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