AE Tax Advisors: Publisher of the S Corporation Tax Book

Publication: S Corporation Tax Savings

Publisher: AE Tax Advisors

Focus: Election eligibility, owner compensation, payroll, reimbursements and shareholder basis.

The publisher and the advisory firm

AE Tax Advisors publishes this educational resource. Its companion guides help readers organize S corporation planning questions and records. Individual advice requires a separate review of the owner’s actual facts and a scoped engagement.

Why this S corporation publication exists

An S election should fit the owner's work, income and administrative capacity. Payroll, distributions, reimbursements and shareholder basis belong in a coordinated system. Readers can use the book to understand the decision and the companion guides to prepare the records needed for implementation.

Start with reasonable compensation, then read the basis and accountable-plan examples. Coordinate benefits and retirement funding with payroll. Revisit eligibility before adding shareholders, changing economic rights or transferring ownership.

What to bring to an S corporation planning discussion

Election acceptance, ownership documents and recent returns.
The owner's duties, hours, payroll history and compensation evidence.
Distribution, shareholder-loan and basis schedules.
Reimbursement records, benefit arrangements and retirement documents.

Choose a useful starting point

S Corporation Salary Before Distributions: A Worked Planning ExampleA profitable S corporation owner needs a compensation analysis before choosing distributions. This guide explains how to connect actual services, payroll and the cash available for distributions.S Corporation Stock and Debt Basis: Why a K-1 Loss May Be SuspendedA K-1 loss does not automatically become a current personal deduction. Follow a simple basis example and learn which records support an S corporation shareholder's loss.S Corporation Accountable Plans: Building a Reimbursement FileBusiness reimbursement works best when the policy, expense evidence and payment records agree. Use this guide to organize owner expense reimbursements without treating every personal purchase as a deduction.More Than 2 Percent S Corporation Owners: Health Insurance CoordinationOwner health insurance requires coordination between the company, payroll and the personal return. Learn why paying a premium is only one part of the deduction review.

Education and implementation

The publications explain planning questions; a service engagement applies the analysis to actual records. Read the editorial policy for authorship, source and example conventions. Ask AE to confirm the responsible professional, deliverables, timing and fees in writing before work begins.