Episode

Enrolled Agent Exam [Part 2] 16, C Corporation Formation — §351 Nonrecognition

Podcast
Finance Exam Prep
Published
May 13, 2026
Duration seconds
246
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https://open-exam-prep.com/
Audio
https://episodes.captivate.fm/episode/11139a0b-0133-4ba3-b6b2-bddc317f16a0.mp3
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Summary

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to qualify for a tax-free incorporation under Section 351 by meeting the property-for-stock and 80% control tests. - The critical distinction between transferring property (non-taxable) versus services (taxable) in exchange for stock. - How receiving "boot," such as cash or other property, can trigger gain recognition in an otherwise tax-free exchange. - The most common exam trap: how liabilities assumed by the corporation in excess of the property's basis create a taxable gain under Section 357(c). - A simple mental shortcut for calculating the shareholder's basis in the new corporate stock after the exchange. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep