Avatar

The First 199A Tax Filing Season Is Coming: What Advisers Should Know



Watch Now!
Recording and Slides are Available Here


Advisers must have a strong understanding of 199A when filing 2018 tax returns.  Join Michael Geeraerts in his exclusive LISI webinar on February 1 @ 3pm ET where he will review important 199A calculations and tax return filing requirements. Watching this webinar, you will learn: 

  • How to calculate the 199A deduction, with many examples.

  • How to complete the IRS’s simplified 199A worksheet in the Form 1040 instructions.

  • How to complete the IRS’s 199A worksheets in draft Pub. 535 for more complex 199A calculations.   

  • How the accuracy-related penalties for understatement of income tax work when claiming a 199A  deduction.

  • How establishing a SEP before the 2018 tax return filing deadline may help reduce 2018 taxable income and increase the 199A deduction.
 

Several 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

Michael Geeraerts, CPA, JD, CGMA®, CLU® is an advanced planning consultant at The Guardian Life Insurance Company of America®. Prior to joining Guardian, Michael was a manager at PricewaterhouseCoopers LLP and a tax consultant at KPMG LLP. Michael’s experiences range from preparing tax returns for middle market companies, auditing billion-dollar mutual funds’ financial statements, to researching unique tax savings strategies for various companies.  Michael has written articles for numerous national publications and has delivered continuing education courses to CPAs and attorneys on a variety of estate, business and income tax planning strategies.



Avatar

Eli Akhavan

March 5, 2021 1:00PM ET - 2:15 PM ET ET

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

More Info
Avatar Avatar

Michael Geeraerts Jim Magner

March 5, 2021 11:00AM ET - 12:30PM ET ET

Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901

More Info
Avatar

Eric Green

March 5, 2021 3:00PM ET - 4:30PM ET ET

Tax Liens & Tax Levies

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

Michael Geeraerts Jim Magner

March 10, 2021 11:00AM ET - 12:30PM ET

Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901 - A Special Re-Broadcast

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

March 10, 2021 1:00PM ET - 2:30PM 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

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

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

Bob Keebler

March 12, 2021 3:00PM ET - 4:30PM ET ET

THE AMERICAN RESCUE PLAN ACT of 2021: What the Sophisticated Advisor Needs to Know Now!

More Info
Avatar

Steve Siegel

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

The Complete Trust Course: Part 2

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

Linas Sudzius

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

Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities

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

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

More Info
Avatar

Steve Oshins

April 2, 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