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  • videocam On-Demand
  • 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

$347.00

This course is $0 with these passes:

CLE
ALL
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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

Rolando Garcia
Tax Director
Doeren Mayhew

Mr. Garcia brings more than 20 years of experience to his role in areas such as ensuring U.S. tax compliance for international individuals and businesses, identifying international tax incentives and advising multinational businesses on establishing a U.S. presence. Additionally, he is heavily relied on by his clients to navigate inbound and outbound practices, including pre-immigration planning for individuals, and more.

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Jon Van Loo
Partner
Parent: Belcher, Smolen & Van Loo, LLP

Mr. Van Loo brings over 15 years’ experience providing tax advice to clients ranging from global public companies to start-ups and individuals facing complex tax situations. His current practice focuses on U.S. tax matters for: mergers & acquisitions (especially venture-backed private companies), formation and operation of private investment funds, cryptocurrency, foreign corporations entering the U.S., individuals expatriating from the U.S., business restructurings, and real estate transactions. For over five years, Mr. Van Loo has been actively involved in advising crypto funds and blockchain projects on a variety of tax matters, including crypto compensation and the creation and sale of new cryptocurrency products.

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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?