Protecting S Corporation Tax Benefits When the Economy is Bad

Subchapter S corporations can produce big taxcontributing money to the corporation.
savings for some small business entrepreneurs. ForPrecaution #3: Take Care with the Sec. 179
one thing, by making the election to be treated as an SDepreciation Write-off
corporation, the business pay no corporate incomeSmall businesses commonly don't depreciate their
taxes. And working entrepreneurs often minimize theirfixed assets: equipment, furniture, machinery and so
payroll taxes (Social Security and Medicare) by usingforth. In 2009, for example, the typical small business
the S corp option.can expense (immediately write off) up to $250,000 of
But the S corporation tax classification--a classificationfixed assets instead of having to depreciate this stuff
available to both regular corporations and limited liabilityover three, five or seven years.
companies--creates some problems when theThis immediate write-off is called a Section 179
economy sinks into a recession. If you own or operateelection because Section 179 of the Internal Revenue
an S corporation, therefore, you'll need to take theCode authorizes and spells out the rules for taking the
following precautions in order to continue reaping awrite-off. Section 179 elections provide a wonderful
healthy harvest of tax savings.tax deduction, but there's a gotcha. You can only take
Precaution #1: Don't Overcompensatea Section 179 election if the business entity shows a
Shareholder-employeesprofit. Unfortunately, you can't employ a Section 179
A first, obvious tip regarding S corporations in yearswriteoff to trigger or enlarge a business's operating
when profits are down: You often don't benefit byloss.
paying shareholder-employees enough to triggerIn profitable years, this limitation doesn't matter. In a
business loss inside the S corp.tough economy where the business loses money,
Now understand--you do need to payhowever, the limitation may prevent use of the
shareholder-employees reasonable compensation.writeoff. And note: Even if your S corp venture
Employees logically still get paid even when theirsuffers a net operating loss, you might owe income
corporate employer falls on hard times. But what youtaxes due your spouse's earned income or outside
don't want to do is put money into the corporation justinvestments.
so you can take it back out again as a salary. ThisPrecaution #4: Monitor Shareholder Basis in S Corp
round-trip transaction doesn't cost you income taxes.Stock (and Debt)
But the transaction does cost you payroll taxes. InOne other quick warning: When an S corporation
other words, if you put $100,000 into your Sshows a loss--something that's likely to happen in a
corporation so you can pay yourself $100,000 ofrecession--S corporation shareholders can often use
salary, just moving the money around this waythat loss as a personal tax deduction on their federal
creates roughly a $15,000 payroll tax bill. Ouch.and state tax returns.
Precaution #2: Protect the Self-employed HealthHowever, in order to use an S corporation loss as a
Insurance and Pension Deductionsdeduction on the shareholder's personal return, the
Tough times may mean you want to or need to cutshareholder needs basis in their S corporation stock
shareholder-employee compensation. But before youand (if applicable) in S corporation debt.
get too aggressive, remember that some of yourIn a nutshell, the basis limitation rule says that only
business and personal deductions depend on youlosses paid for out of a shareholder's personally-made
enjoying earned income.investments or loans count as tax deductions. If the
To receive the self-employed health insurancemoney that shows up as being "lost" comes from
deduction, for example, you do need employee wagessome other shareholder or some outside lender (like
at least equal to the health insurance deduction. And tothe bank) the loss deduction may be delayed into the
get retirement savings deductions, you also needfuture.
employee wages.Seattle tax accountant and author Stephen L. Nelson
Accordingly, even in a tough economy where your Sis the author of a series of downloadable do-it-yourself
corp doesn't make much money or even loses money,S corporation ebooks including titles about starting a
you may still want to pay yourself modestArizona S corporation and starting a Washington state
wages--even if paying those wages meansS corporation.