
199A and Specified Service Businesses
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With the tax filing season right around the corner, it’s vital that advisors have a clear understand of the complicated rules in Section 199A regarding “Specified Service Trades or Businesses." The definition in the statute is broad and flexible, however the proposed regulations remove uncertainty for many businesses.
In his exclusive LISI webinar, Bob Keebler will review the new regulations regarding “Specified Service Trades or Businesses” and will cover the following hot topics and concepts:
- Review what is a “Specified Service Trade or Business” and which professions are subject to the SSTB test
- Review examples of running the math for a traditional business and real estate investors
- Understand how self-rentals are treated
- Learn the 5% and 10% tests
- Understand the four types of taxpayers
- Demonstrate planning for income between the Phaseout Limitations
- Show how to use defined benefit and defined contribution plans to reduce income; Bob will demonstrate why this is an amazing opportunity for planners to market qualified retirement plans to their medical and dental clients
- Show how charitable giving and oil and gas investments can reduce income to below the $315,000 threshold
- Examples of how to design capital structures for various business entities
- Demonstrate how the limitation based on W-2 wages and capital operates
- Learn whether your client should be an S-Corp, LLC or perhaps a C-Corp
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)
After you pay you will be sent a link with the registration information.
Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com
If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)
With the tax filing season right around the corner, it’s vital that advisors have a clear understand of the complicated rules in Section 199A regarding “Specified Service Trades or Businesses." The definition in the statute is broad and flexible, however the proposed regulations remove uncertainty for many businesses.
In his exclusive LISI webinar, Bob Keebler will review the new regulations regarding “Specified Service Trades or Businesses” and will cover the following hot topics and concepts:
- Review what is a “Specified Service Trade or Business” and which professions are subject to the SSTB test
- Review examples of running the math for a traditional business and real estate investors
- Understand how self-rentals are treated
- Learn the 5% and 10% tests
- Understand the four types of taxpayers
- Demonstrate planning for income between the Phaseout Limitations
- Show how to use defined benefit and defined contribution plans to reduce income; Bob will demonstrate why this is an amazing opportunity for planners to market qualified retirement plans to their medical and dental clients
- Show how charitable giving and oil and gas investments can reduce income to below the $315,000 threshold
- Examples of how to design capital structures for various business entities
- Demonstrate how the limitation based on W-2 wages and capital operates
- Learn whether your client should be an S-Corp, LLC or perhaps a C-Corp
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com
If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)

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