Avatar Avatar

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End



Watch Now!
Recording and Slides are Available Here


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!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

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.

Forgot Password?

To become a LISI member Click Here



Avatar Avatar Avatar

Ed Morrow Jonathan Blattmachr Martin Shenkman,

September 30, 2020 1:00PM ET - 2:30PM ET ET

Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts after Kaestner and Fielding

More Info
Avatar Avatar

Steve Gorin Steve Trytten

October 1, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

October 1, 2020 1:00 PM - 2:00 PM ET ET

Tax Aspects of Decanting : A Special Re-Broadcast

More Info
Avatar

Steve Siegel

October 2, 2020 3:00PM ET - 4:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 1

More Info
Avatar

Bob Keebler

October 02, 2020 1 PM 2:30 pm ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Colleen Flynn Alan Gassman

October 08, 2020 3:00PM ET - 4:30PM ET

Pitfalls for Employers to Avoid when Reopening or Returning Workers to the Office During COVID-19

More Info
Avatar

Steve Siegel

October 09, 2020 1:00PM ET - 2:30PM ET

Understanding S Corporations: From Cradle to Grave, Part 2

More Info
Avatar

Mark Merric

October 09, 2020 3:00PM ET - 4:30PM ET

Part 2: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar

Gary L. Flotron

October 16, 2020 3:00PM ET 4:30PM ET ET

Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

More Info
Avatar

Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

More Info