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State PTE Elections: Pitfalls & Opportunities

December 5, 2022

Join FORVIS as we provide an overview of available state pass-through entity (PTE) elections and the tax savings opportunities they provide. In addition, we'll share various nuances among the states and help identify eligible entities and owners, including owner benefits and detriments.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Explain the purpose of state PTE elections
  • Identify states in which PTE elections are available
  • Discuss the overall net benefit for PTE owners


Evan Meltzer, Jim Pierzchalski

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