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!.