ETS Tax Institute

ETS Tax Institute ETS Tax Institute provides IRS continuing education for tax professionals with top tier speakers and practitioner level training built for real client work.

Clients often know something needs attention before they know how to explain the problem.They may have a notice, a misse...
08/24/2026

Clients often know something needs attention before they know how to explain the problem.

They may have a notice, a missed filing, a business change, or a tax planning question that feels unclear.

Tax professionals who can translate those concerns into clear next steps become a stronger resource for the people they serve.

ETS Tax Institute helps tax professionals build practical knowledge through education and CE credit opportunities.

Build practical knowledge you can use in real client conversations: https://etstaxinstitute.thinkific.com/.

Missed the live session? The course is now available on demand!Closing a Partnership: Tax Reporting, Liquidation, and Fi...
08/21/2026

Missed the live session? The course is now available on demand!

Closing a Partnership: Tax Reporting, Liquidation, and Final Compliance is officially available as a self-paced course so you can earn your CE credits on your schedule.

This comprehensive course covers:
● The tax treatment of liquidating distributions to partners
● Partner outside basis and tax capital accounts, and how to reconcile them through a wind down
● Hot assets under IRC §751 and their effect on partnership and partner level reporting
● Debt allocation rules that apply as a partnership liquidates
● Final Form 1065 reporting requirements, closing payroll accounts, and documenting the dissolution of a partnership

With real-world examples and case studies throughout, this course gives you a practical framework you can apply immediately when a client comes to you in the middle of a partnership closure.

2 IRS CE Credits

Available on demand now

Enroll today -> https://etstaxinstitute.thinkific.com/courses/closing-a-partnership

TODAY at 2PM ET: We're going live!Closing a Partnership: Tax Reporting, Liquidation, and Final Compliance starts in just...
08/18/2026

TODAY at 2PM ET: We're going live!

Closing a Partnership: Tax Reporting, Liquidation, and Final Compliance starts in just a few hours, are you registered?

If you work with business owners in partnerships, you need this training. Partnership closures come with a detailed set of federal tax obligations, and one missed step can mean penalties, amended returns, or worse for your clients.

Today you'll learn:
● The tax treatment of liquidating distributions
● How to calculate and reconcile partner outside basis with tax capital accounts
● How hot assets under IRC §751 change the outcome for your clients
● How debt allocations are handled as a partnership winds down
● What belongs on a final Form 1065, and how to close payroll accounts and document the dissolution properly

Real examples. Real case studies. Real CE credit.
2 IRS CE Credits
Practical tools you can use with clients immediately

Need to register? There's still time.
https://www.bigmarker.com/ETSTaxInstitute/closing-a-partnership-tax-reporting-liquidation-and-final-compliance

Closing a Partnership: Tax Reporting, Liquidation, and Final Compliance is happening tomorrow, and this is the kind of t...
08/17/2026

Closing a Partnership: Tax Reporting, Liquidation, and Final Compliance is happening tomorrow, and this is the kind of training that directly impacts your ability to serve clients going through one of the most complex transitions a business can face.

Here's a preview of what's on the agenda:
● The tax treatment of liquidating distributions to partners
● How partner outside basis and tax capital accounts are tracked through a wind down
● Hot assets under IRC §751 and how they affect reporting
● Debt allocations during a partnership liquidation
● Final Form 1065 reporting, closing payroll accounts, and documenting the dissolution

2 IRS CE Credits
August 18
2PM ET

Grab your spot now -> https://www.bigmarker.com/ETSTaxInstitute/closing-a-partnership-tax-reporting-liquidation-and-final-compliance

If you aren't able to attend live tomorrow, don't worry! The recording will be available as a self-paced course following the webinar.

08/13/2026

This live event is for Enrolled Agents who need to clarify their firm's mission. We will cover getting your mind right to make money, building wealth for yourself, firm management, workflows, tax representation, and marketing.

We know your schedule is packed, but this one is worth blocking your afternoon for.I will be covering material that many...
08/13/2026

We know your schedule is packed, but this one is worth blocking your afternoon for.

I will be covering material that many tax professionals have never received formal training on: what actually happens, tax-wise, when a partnership closes its doors.

Here's why this matters:
● Liquidating distributions carry their own set of rules, and getting the tax treatment wrong can create real consequences for your clients
● Hot assets under IRC §751 can turn what looks like a simple liquidation into an ordinary income event
● Debt allocations and outside basis calculations are easy to get wrong and hard to unwind after the fact

I will walk you through every step using practical examples and case studies so you're ready to handle this confidently for any client.

Click the link below to register.
https://www.bigmarker.com/ETSTaxInstitute/closing-a-partnership-tax-reporting-liquidation-and-final-compliance

Unable to make the live session? The self-paced course will be available following the webinar.

Did you know ETS is made up of three connected tax brands?Each one supports a different part of the tax journey.Everett ...
08/12/2026

Did you know ETS is made up of three connected tax brands?

Each one supports a different part of the tax journey.

Everett Tax Solutions is for business owners who need clear tax guidance, bookkeeping support, entity guidance, cryptocurrency tax support, and planning throughout the year.

ETS Tax Relief is for individuals and business owners who need help understanding IRS notices, tax balances, unfiled returns, or available resolution options.

ETS Tax Institute is for tax professionals who want practical education and CE credit opportunities that connect back to real client work.

Together, they help business owners, individuals, and tax professionals win the tax game across the ETS brand.

Follow along for clear tax guidance, tax relief support, and professional education.

When a client closes their partnership, do you know exactly how liquidating distributions, basis, and hot assets interac...
08/07/2026

When a client closes their partnership, do you know exactly how liquidating distributions, basis, and hot assets interact?

Partnership liquidations involve more moving pieces than most tax professionals expect, and missing one can lead to costly compliance errors for your clients.

In this webinar, I will walk you through the full picture:
● How liquidating distributions are taxed to each partner
● How to track partner outside basis and tax capital accounts through the wind down
● What hot assets under IRC §751 are and how they change the tax result
● How debt allocations shift as a partnership liquidates
● The reporting requirements tied to a final Form 1065

This is a practical toolkit you can use with your next client going through a partnership closure.

2 IRS CE Credits
August 18 at 2PM ET
Save your seat -> https://www.bigmarker.com/ETSTaxInstitute/closing-a-partnership-tax-reporting-liquidation-and-final-compliance

Do you have clients winding down a partnership? Knowing how to properly close out a partnership is one of the most compl...
08/04/2026

Do you have clients winding down a partnership? Knowing how to properly close out a partnership is one of the most complex and high stakes services you can offer.

Join me on August 18 at 2PM ET for:
Closing a Partnership: Tax Reporting, Liquidation, and Final Compliance

This course gives you a comprehensive review of the federal tax rules governing partnership liquidations, covering everything from liquidating distributions to the final Form 1065.

You'll learn how to:
● Determine the tax treatment of liquidating distributions to partners
● Calculate partner outside basis and reconcile it with tax capital accounts
● Identify hot assets under IRC §751 and their effect on partner reporting
● Apply debt allocation rules when a partnership winds down
● Complete the reporting requirements for a final Form 1065

Click the link below to register.
https://www.bigmarker.com/ETSTaxInstitute/closing-a-partnership-tax-reporting-liquidation-and-final-compliance

Tax education is more useful when professionals can stay engaged, understand the material, and connect it to the work th...
08/03/2026

Tax education is more useful when professionals can stay engaged, understand the material, and connect it to the work they do every day.

ETS Tax Institute brings LuSundra’s practical and approachable teaching style to education designed for working tax professionals.

Explore upcoming courses and training opportunities through ETS Tax Institute: https://etstaxinstitute.thinkific.com/

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Chesterfield, VA
23832

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