Choosing a Business Entity Type

The Advantages and Disadvantages of Incorporating as a Subchapter S Corporation, C Corporation, Limited Liability Corporation or Partnership

When looking at what type of entity your business should be, we strive to balance the legal protection issues vs. the tax savings. Over the years, we have developed the mindset that there is no perfect election but there are ones that are better than others.
The information below and the assumptions we make are based upon the fact that my clients tell me that they want to pay as few tax dollars as legally possible. Below are some very specific rules, as well as some generalities. If you are considering incorporating in Georgia, we suggest that you sit down with a tax professional to see how these guidelines relate to you.

About S Corporations

Subchapter S Corporations can have no more than seventy-five shareholders and they all need to be U.S. citizens or resident aliens. This corporation type almost always has to have a calendar year as the fiscal year. S Corporation rules have been around since the 1950s and were set up to simplify the rules and regulations of being a business owner.

Liability Protection and Subchapter S Corporations

A subchapter S Corporation, like a C Corporation, affords the business owner personal liability protection from business risks. Some of the keys to maximizing that protection is to treat the corporation like one by doing all your business in the corporate name, signing all of your documents listing your corporate title, not co-mingling any personal issues/bills in the corporation, and by having your annual Board of Directors and Annual Shareholder Minutes Meeting.

Tax Advantages of S Corporations

No income taxes are paid with the corporate return. The profits of the business are reported on the personal tax return of the S corporation's shareholders. As long as you pay yourself a reasonable salary, you may also take shareholder distributions out of the business that are devoid of FICA/Medicaid taxes.
Another advantage of S Corporations is that if you have corporate losses, and you fund (you put the money in the business) those losses personally, then you can deduct those losses on your personal return. Any losses that are funded by the bank (a direct loan from the bank to the corporation) or by trade creditors are not deductible.
Often you can set up a loan so that the bank lends to you personally and then you could do a personal loan to the company which will result in you having contributed basis/the dollars to the business, thus making any losses that you fund deductible.
If you would like to learn more about S corporations and their advantages, please contact us.

About C Corporations

This type of corporation is perfectly set up for those to whom do not qualify to be an S Corporation, such as a public held company that has thousands of shareholders, lots of classes to stocks, and sells its stock to anyone (corporations, individuals, retirement plans, etc).

Taxation of C Corporations

A C Corporation pays taxes on all its profits first at the corporate level and then when the dollars are paid out to the owners in subsequent years, the owners pay tax again at the individual level. C Corporations, therefore, are exposed to a "double taxation" that none of the other entity types are exposed to. If you think taxes are bad enough paying them once, try paying them twice. OUCH!

Converting from a C to an S Corporation

A C Corporation can make a timely tax election to become an S Corporation and start taking advantage of tax advantages of being an S Corporation. Care should be taken to ensure that all shareholders understand and agree to become an S Corporation and that there are no or relatively insignificant net operating losses that might still be utilizable if you were to stay a C Corporation.
Then after these are utilized/considered, we would effect the change.

About LLC's, LLP's and Forming a Partnership

Limited Liability Corporations (LLCs), Limited Liability Partnerships (LLPs) and General Partnerships are all taxed in the same manner. Choosing one of these types as a business entity would be a poor selection for a business such as a print shop, as they will all result in higher taxes with no additional advantages for the printer.
we have developed a mindset that if you do not need to be another entity type then you need to be an S Corporation. For example, generally speaking a printer that was an LLC, LLP, or Partnership will pay higher taxes with no additional advantages as opposed to being an S Corporation. A Limited Partnership is also an option that could be explored when certain partners want to limit their liability and exposure.
Below are some of the reasons you might want select an LLC or LLP as your entity choice:
  • If you were a lawyer or physician's practice then all of the partners' personal assets are at risk if one partner does something wrong, while if an LLC or an LLP, only the offending partners personal assets would be at risk. This is because of the professional service statutes for these type of professionals, but these rules do not relate to our printer.
  • If you were an real estate developer and you had a piece of land that had dramatically increased in value, you can transfer that property to an LLC, LLP, or Partnership without having to pay any capital gains tax. Also with these entity types, you can take shareholder distributions that are not based upon ownership, whereas in an S or a C Corporation they have to be. Again, this does not relate to our printer client.
If you have set up as one of these entity types, it might be advantageous to consider a tax-free merger into an S Corporation which will allow you to retain all the legal contracts, etc. of your present entity while switching to the tax advantages of being an S Corporation. If you would like to set up a meeting to discuss these issues and your personal tax situation in detail, please feel free to contact us. If you know anyone looking for a Good CPA, please suggest they visit our web-site.
 

The Tax Effects of Entity Choice

Among the different ways of incorporating your business — C corporations, S corporations, and Limited Liability Corporations — there are practical reasons for choosing a given method, such as the number of shareholders or liability considerations. For many small business who are considering incorporating in Georgia, the tax advantage of the S corporation should not be overlooked.

Tax Advantages of S Corporations

As a LLC, LLP, partnership or sole proprietorship, you are subject to the 15.3% Self Employment/FICA tax on all of your net earnings. The S corporation, on the other hand, pays you a deductible salary (which is subject to FICA), and then the profits flow through your personal return via a Schedule K-1. This K-1 income allows for permanent deferral of the FICA tax. The S corporation allows small business owners to legally save taxes as long as they pay a fair and reasonable salary to themselves.
Please take a look at the following comparison. It shows the tax effects on a single year's income for a LLC, LLP, partnership, or sole proprietor vs. a C corporation, and compares it to a subchapter S corporation. Due to the way C corporations are exposed to double taxation, the payments are spread out over two years, which is not the case for partnerships or S corporations.
  LLC, LLP, Partnership, Sole Proprietorship C Corp. S Corp.
Income $180,000 $180,000 $180,000
Expenses ($100,000) ($100,000) ($100,000)
       
Gross Profit $80,000 $80,000 $80,000
Salary to Owner         $0 ($40,000) ($40,000)
Taxable Income $80,000 $40,000 $40,000
Entity Tax         $0   $6,000         $0
       
First Year      
FICA/SE (15.3%) $12,240   $6,120   $6,120
Federal & State Income Tax (25%) $20,000 $10,000 $10,000
Tax on K-1 Profits (25%)         $0         $0 $10,000
Total Tax $32,240   $16,120 * $26,120
       
Second Year      
FICA/SE (15.3%)       $0 $5,202       $0
Federal & State Income Tax (25%)       $0 $8,500       $0
Total Tax       $0  $13,702 *       $0
       
2 Year Tax $32,240 $35,822   $26,120  
Difference between Proprietorship and S Corporation
$32,240 - $26,120 = $6,120
* 1st year is tax on W-2, 2nd year is tax on $34,000
($40,000 prior year taxable, less $6,000 paid during the first year)
Please note this representation is only an example. It is being used for demonstration purposes, it does not take into consideration exemptions, deductions, fling status or any other significant tax matters. Your situation may not yield the same results. Please contact a tax professional before making any financial decisions.

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Author John Dillard
1940 Woods River Lane
Duluth, GA 30097
Phone 770-814-9304
 
We are available for speaking engagements & signings to your church or book group and civic organizations.

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