Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client's Numbers - Click to Listen to Bob's description
Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers
The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with six tricky questions that require detailed quantitative analysis before clients can be properly advised on what to do:
Join Bob Keebler in his exclusive LISI webinar where he uses the case study
method to demonstrate:
- How he calculates the 199A pass-through deduction for service and non-services businesses;
- How he models the complex choice of entity question and whether a client is “better off” being a C Corporation or a pass-through entity;
- How he counsels clients on whether they should remain as an employee or elect to convert to independent contractor status;
- How he models whether Schedule C business owners should switch to S corporation status and pay themselves a salary to claim a 199A deduction;
- How he calculates the 199A deduction when interests in pass-through entities are owned by fiduciaries such as trusts and estates; and
- How he models making qualified retirement plan contributions that can reduce a client’s taxable income, and how that impacts the IRC 199A deduction.
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