"C" Corporation vs. "S" Corporation Entity Decision

by Nick Groen 30. January 2012 08:31

By: William J. Barnes, CPA, CVA, MST

When choosing to incorporate a business an important decision to consider is whether to be a C Corporation or an S Corporation. The right choice can save you income taxes and employment taxes as well as other headaches.

Below is a 10,000 foot view that can help you analyze which business form is right for your particular situation.

Basics

Main difference is a C Corporation pays federal income taxes on its business income. An S Corporation generally pays no federal income tax on its business income. Rather, the shareholders of the business pay income tax on the business income on their personal tax returns.

Example

Lets say ABC Corporation has taxable income of $1,000,000 – below is comparison of different tax consequences (ignoring state taxes):

                                                                        C Corp                       S Corp    

Taxable Income                                          $ 1,000,000                 $1,000,000

Federal Tax at 34%                                    ($  340,000)                 $          0

Cash Available S/H - Dividend                $    660,000                 $1,000,000

Tax to Shareholder Dividend 15%          ($    99,000)

Tax on Income S/H 35%                                                                   ( $350,000)

Net Cash to S/H                                           $    561,000                 $   650,000

Effective Tax Rate                                              43.9%                         35.0%

Additional Tax C Corporation                   $      89,000

You might think that, based on this example and tax savings, an S Corporation is always the better choice. However, choosing the better corporate tax treatment is a little trickier than it appears.

Reasons to choose C Corporation status:

Ø  Graduated tax rates – tax rate on first $50,000 of income is 15%.

Ø  Income is expected to be $100,000 or less.

Ø  More income can be retained for future growth because of graduated rates.

Ø  Tax free fringe benefits.

Ø  Flexibility for tax year ends.

 

Reasons to choose S Corporation status:

Ø  Avoid double taxation on profits.

Ø  Saving on employment taxes.

Ø  Can shift income to family members who are taxes at lower rates.

Ø  Greater flexibility to use cash method of accounting.

Ø  For tax years beginning after December 31, 2011, S Corporations will no longer be subject any Michigan Corporate Income Taxes.

By default a corporation is generally considered a "C" corporation. If you desire to be taxed as an "S" corporation you must file a Form 2553 to inform the IRS that the shareholders desire (elect) this tax treatment.

Not all corporations may elect S status. The election is only available to qualifying small business corporations who have no more than 100 shareholders, only one class of stock and eligible shareholders.

Careful planning should go into the decision to be a C Corporation or an S Corporation. Taxpayers should seek out professional tax advice to help in the decision process.

Business and Individual Tax Changes that Expired as of December 31, 2011

by Nick Groen 9. January 2012 09:12

Note: Congress may retroactively amend some or all of these items

By William J. Barnes, CPA, CVA, MST

Business Tax Changes

  • The research and development and work opportunity tax credits expire
  • The enhanced charitable deductions for contributions of food, books, and computer technology expire
  • The special S corporation built-in gains tax suspension period of 5 years expire – goes back to old law 10 years
  • The 15-year recovery period for leasehold improvements, restaurant property, and retail improvements expire
  • The 100% bonus depreciation deduction will be scaled back to 50% in 2012
  • The Section 179 deduction limit will fall from $500,000 this year to $139,000 in 2012
  • Work Opportunity Tax Credit not available except for hiring qualified veterans
  • Longer write off period for specialized realty assets – qualified leasehold improvements, qualified restaurant property and qualified retail improvement property placed in service after 2011 a 39 year write off period applies – up from 15 year 

Individual Tax Changes

  • Deduction of $250 for elementary and secondary school teacher expenses expires
  • Deduction for state and local sales taxes expires
  • Deduction for mortgage insurance premiums expires
  • Deduction for qualified tuition expenses expires
  • Tax-free distributions from IRA’s for charitable purposes expires
  • Reduced adoption credit – total expenses that nay be taken as a credit reduced to $12,650 – credit is no longer refundable
  • Non-business Energy Property Credit expires
  • Allowance of personal tax credits against Alternative Minimum Tax
  • Exclusion of 100% gain on certain small business stock

 

 

 

 

 

 

 

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