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