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!.