![]() |
![]() |
199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End
Watch Now! |
---|
199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End
Advisers must have a strong understanding of 199A before year-end so they can carefully prepare and file 2018 tax returns. Join nationally recognized 199A expert Bob Keebler and Michael Geeraerts in their exclusive LISI webinar on November 29th @ 1pm ET where they will review important year-end, 199A planning strategies.
Watching this webinar you will learn:
· How the IRS’s 199A worksheets operate, and what advisors need to know about how the worksheets relate to filing out the 1040.
· How charitable donations, including using charitable remainder trusts, can be used to get taxable income below the 199A thresholds, which may be especially important for many clients as we approach year end.
· How a company’s debt impacts qualified business income and the 199A deduction, with illustrative examples.
· How purchasing equipment and expensing it intertwines with the 199A deduction.
· What the sweet spot is for S corporation shareholder wages to optimize the 199A deduction. When a non-service business owner has taxable income above the threshold, there is a magic amount of W-2 wages to pay the shareholder(s) in order to optimize the 199A deduction where 20% of qualified business income equals 50% of W-2 wages. If there are insufficient wages some of the 199A deduction will be lost, and if wages are too high the 199A deduction will be decreased.
· Will it be better to be a C Corporation or a pass-thru entity going forward, with illustrative examples.
Dozens of illustrative examples and calculations will be provided, so be sure to register now for this important webinar.
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)

Bob Keebler
March 3, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info
![]() |
![]() |
Bob Keebler and Christopher Hoyt
March 3, 2021 1:00 PM ET - 2:30 PM ET
The SECURE ACT and the Charitable Remainder Trust - A Deep Dive - A Special Re-Broadcast
More Info

Bob Keebler
March 4, 2021 11:00 AM ET - 12:30 PM ET
The Nitty-Gritty Details of Income Tax Basis - A Special Re-Broadcast
More Info

Paul Hood
March 04, 2021 1:00PM ET - 2:30PM ET
Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions
More Info

Eli Akhavan
March 05, 2021 1:00PM ET - 2:30PM ET
Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions
More Info
![]() |
![]() |
Michael Geeraerts Jim Magner
March 05, 2021 11:00AM ET - 12:30PM ET
Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901
More Info

Bob Keebler
March 9, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info
![]() |
![]() |
Alan Gassman and Brandon Ketron
March 10, 2021 1:00PM ET - 2:30PM ET ET
PPP and Employee Retention Credit (ERC) Update - What's New and What's Still to Come!
More Info

Linas Sudzius
March 11, 2021 3:00PM ET - 4:30PM ET ET
How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners
More Info

Paul Hood
March 11, 2021 1:00PM ET - 2:30PM ET ET
Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax
More Info

Linas Sudzius
March 18, 2021 3:00PM ET - 4:30PM ET ET
Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities
More Info

Paul Hood
March 18, 2021 1:00PM ET - 2:30PM ET ET
Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax
More Info

Paul Hood
March 19, 2021 1:00PM ET - 2:30PM ET ET
Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet
More Info
![]() |
![]() |
Michael Liebeskind Bryan Bloom
March 19, 2021 3:00PM ET - 4:30PM ET ET
Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021
More Info

Eric Green
March 25, 2021 1:00PM ET - 2:30PM ET ET
The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!
More Info

Paul Hood
March 25, 2021 1:00PM ET - 2:30PM ET ET
Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles
More Info

Mark Merric
March 26, 2021 3:00PM ET - 4:30PM ET ET
Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock
More Info

Paul Hood
April 01, 2021 1:00PM ET - 2:30PM ET ET
Family Business Succession Planning-It’s a Contact Sport!!!
More Info

Steve Oshins
April 02, 2021 1:00PM ET - 2:30PM ET ET
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021
More Info
