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199A for Insurance Producers - Deduction Ramifications



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Section 199A can be a labyrinth of confusion. How insurance producers may benefit from a 199A deduction has been somewhat muddled. Now that Final Treasury Regulations have been released, we have some answers. Join Michael Geeraerts in his LISI webinar on March 15 @ 3pm ET where he will review when insurance producers may be eligible for a 199A deduction.

Watching this webinar, you will learn:

  • The basics of section 199A and how the deduction is calculated.

  • What a specified service business is and why it matters.

  • How insurance agents and brokers are classified under the final treasury regulations and if insurance agents and brokers fall under the specified service business classification, which could result in no 199A deduction if taxable income is too high.

  • What the 199A deduction ramifications are when insurance agents provide financial services in conjunction with selling insurance products.

  • How being a statutory employee may impact the analysis.

 

Several illustrative examples and calculations will be provided, so be sure to register now for this important webinar.

 

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 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.



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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.



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