S Corp Masterclass
Master the technical nuances of S Corporations, from Form 2553 election to advanced basis tracking. A comprehensive 10-plus credit course designed by Nadia Rodriguez, CPA, CTC.
Advanced S Corp training, from Form 1120-S to advisory
Most S Corp training stops at compliance. This program covers everything from the 2553 election through Section 199A, basis tracking, and the advisory conversations clients actually want.
Grow your practice
Add S Corp services with the depth and confidence to lead complex engagements.
Charge advisory fees
Move beyond preparation pricing with a clear framework for higher-value work.
Build market presence
Become a recognized S Corp resource in your local market and online community.
From foundations to advanced tax planning
Ten core modules plus a bonus, each designed to translate directly to client work.
S Corp Foundations & Entity Choice
Compare S Corps with C Corps and LLCs. Includes a book-to-tax primer for beginners.
S Corp Qualification Requirements
Master eligibility rules and identify ineligible shareholders to protect the S-election.
Form 2553: Making & Maintaining the S-Election
Master Form 2553 and learn the procedures for fixing late election errors (Rev. Proc. 2013-30).
Form 1120-S: Income, Expenses & Operations
Deep dive into Schedule K-1 and reconciling the books via Schedule M-1.
Shareholder Reasonable Compensation
Determining Reasonable Compensation with our Reasonable Compensation Estimator, managing fringe benefits, and understanding the Built-in Gains (BIG) tax.
Mastering Form 7203: Shareholder Basis
Confidently calculate stock and debt basis and master the mandatory Form 7203 reporting.
Loss Limitations & Distributions
The four-level loss limitation sequence and the taxability of distributions.
Section 199A QBI & Legislative Impact
Calculating the Section 199A QBI deduction and navigating Section 163(j) limits.
S Corp Terminations & Reorganizations
Handling voluntary and involuntary terminations and liquidation tax implications.
Capstone: Advanced Planning & Advisory
Final review of Schedule M-1 and spotting red flags before filing.
The S Corp Pricing Blueprint
Price your S Corp services with confidence. Includes fee estimator tool and client intake template.
View the Full Course Guide
The complete program overview with module-by-module learning objectives.
Two ways to learn
On-Demand Self-Study
Start the moment you enroll. Work through all 10 modules at your own pace, with 12-month access to videos and materials.
- 10 on-demand training modules
- Workbook, templates, and worksheets
- 12-month access
- Private chat support
Live Cohort Experience
Join a 10-week live cohort with weekly group training, case studies, and Q&A. Cohorts run twice a year, Spring and Fall.
- Everything in Self-Study
- Weekly 90-minute live group sessions
- Recorded sessions, 12-month replay access
- Optional 1:1 coaching with Nadia (VIP tier)
Choose your tier
All tiers earn 10+ IRS CE credits. One new S Corp client can pay for the program.
- 10 on-demand training modules
- Start the moment you enroll
- S Corp templates and worksheets
- 12-month course access
- Private chat access
- Everything in Self-Study
- Weekly 90-minute live sessions
- Spring and Fall cohorts available
- S Corp eBook
- 12-month access to session recordings
- Everything in Core
- Four 1:1 coaching calls with Nadia
- Tax season office hours and VIP chat
- Priority access during peak season
- Free future Masterclass enrollments
- PRO Inner Circle locked at $75/month for life
- Lifetime access to recordings
Spring 2026 Power Hours
All sessions are recorded. Cohort members receive a full replay library plus 12 months of access. Fall 2026 cohort follows the same Monday cadence (dates announced).
The professional S Corp toolkit
S Corp & QBI Savings Calculator
Entity Decision Tree & Framework
S Corp Engagement Letter Templates
1120-S Preparation & Review Checklists
Client Communication & Reference Guides
Form 7203 Basis Tracking Worksheet
From real tax pros
Why I joined the S Corp Masterclass
“I joined this S Corp Masterclass because I was unsure about moving from Schedule C to an S Corp and wanted real clarity. I have seen too many people claim they’re experts but fall short when it’s time to actually teach and deliver. That’s why I’d recommend this class.”
My honest S Corp Masterclass review
“I have taken S Corp classes since 2023 with three different instructors, but nothing compared to Nadia’s Core VIP S Corp Masterclass. For the first time, I felt genuinely confident filing a complex 2024 return. The biggest surprise was real 1:1 access.”
Complete grasp of the process
“This course outshone other classes by giving me a complete grasp of the process from start to finish. Nadia offers ongoing support, always ready to help and eager for our success.”
Nadia Rodriguez, CPA, CTC
Lead Tax Educator
With over 15 years of experience in tax preparation, advisory, and education, Nadia Rodriguez is an active firm owner who understands the everyday reality of modern practice. As a Certified Tax Coach (CTC) and national speaker, she has helped thousands of taxpayers and professionals navigate complex IRC sections and IRS procedures.
Frequently asked
Is this a self-paced course or a live class?
Is this S Corp Masterclass an IRS-approved CE provider?
Does the curriculum cover Form 7203 and shareholder basis?
Do you cover Reasonable Compensation and IRS Fact Sheet 2008-25?
Can I learn how to fix late S-elections and Form 2553 errors?
How does this course help with S Corp tax advisory?
Ready to lead S Corp engagements?
Self-Study is open year-round. Cohort programs return with the Fall 2026 enrollment.