Avatar Avatar

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End



Watch Now!
Recording and Slides are Available Here


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)

Registrant Email:

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)

Forgot Password?

To become a LISI member Click Here



Avatar

Bob Keebler

March 3, 2021 3:00 PM ET - 4:30 PM ET ET

THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS

More Info
Avatar Avatar

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
Avatar

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
Avatar

Steve Siegel

March 4, 2021 3:00PM ET - 4:30PM ET ET

The Complete Trust Course: Part 1

More Info
Avatar

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
Avatar

Eric Green

March 05, 2021 3:00PM ET - 4:30PM ET

Tax Liens & Tax Levies

More Info
Avatar

Eli Akhavan

March 05, 2021 1:00PM ET - 2:30PM ET

Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions

More Info
Avatar Avatar

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
Avatar

Bob Keebler

March 9, 2021 3:00 PM ET - 4:30 PM ET ET

THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS

More Info
Avatar Avatar

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
Avatar

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
Avatar

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
Avatar

Steve Siegel

March 12, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 2

More Info
Avatar

Linas Sudzius

March 18, 2021 3:00PM ET - 4:30PM ET ET

Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities

More Info
Avatar

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
Avatar

Steve Siegel

March 19, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 3

More Info
Avatar

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
Avatar Avatar

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
Avatar

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
Avatar

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
Avatar

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
Avatar

Paul Hood

April 01, 2021 1:00PM ET - 2:30PM ET ET

Family Business Succession Planning-It’s a Contact Sport!!!

More Info
Avatar

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
Avatar

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

More Info