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Tax Planning For State PTET Elections: Advanced SALT Workarounds & Strategic Timing For 2026

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2 | NASBA Credits: 2| Product Code: WEB00503
LIMITED SEAT

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

The Pass-Through Entity Tax (PTET) election remains one of the most powerful SALT workaround strategies available to owners of pass-through entities — but only when it's timed and structured correctly. This session delivers the critical tax planning moves practitioners need to maximize client savings under PTET elections heading into 2026.

We'll cover the timing of PTET payments to optimize the federal deduction, and walk through planning strategies and entity-structuring solutions for taxpayers who may need to change entity type to qualify for PTET elections. The session also includes a focused analysis of PTET opportunities for clients facing "large taxable events," where the stakes — and the savings — are highest.

Practical planning tools, including an entity selection and PTET evaluation chart for individually owned businesses and rental activities, will be provided to assist practitioners in applying these concepts in practice.

Learning Objectives:

  • Understand the valuable tax savings available by lowering AGI with PTET elections.
  • Develop valuable tax planning and tax plan timing schedules for your PTET clients.
  • Apply an entity selection & PTET evaluation chart to individually owned businesses and rental activities.
  • Identify and implement PTET solutions for clients with "large taxable events".
  • Consider your exposure as a tax professional to working with PTET elections and missed opportunities.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00124-25-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Tax Attorneys
  • Tax Compliance Managers
  • Other Tax Preparers
  • Accountants

Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Speaker Profile:

Jane Ryder, EA, CPA, is a nationwide professional educator.She writes and speaks on many income tax, business compliance, accounting, and tax representation topics.Jane has been providing tax preparation, accounting services, and tax collection resolution services since 1980.

She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and consults with colleagues on tax matters, audits, and business planning.

IRS Credits
NASBA Credits
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

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When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

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7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

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  • The transcript is the detailed written material presented during the webinar.
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On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

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