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.

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

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 Avatar

Steve Gorin Steve Trytten

September 25, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language

More Info
Avatar

Bob Keebler

September 25, 2020 1:00 PM ET - 2:30 PM ET

Year-End Planning in 2020: Including Planning for a Potential Biden Administration - A Special Re-Broadcast

More Info
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

Steve Siegel

October 02, 2020 3:00PM ET - 4:30PM 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

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

Steve Siegel

October 9, 2020 1:00PM ET - 2:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 2

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