Become an Effective Section 199A Practitioner

$199.00

SKU: 410384

Description

Gain a better understanding of Section 199A so you are comfortable advising your clients in a manner they can easily digest and understand.
Since Section 199A of the Internal Revenue Code is still fairly new, practitioners are still cautious about advising their clients on what steps they need to take to receive the maximum benefits of the new code section. This information will allow you to have a better understanding of Section 199A so you are comfortable advising your clients. It will provide you with an overview of Section 199A and with an understanding of the rules so you can help your clients better plan. This material will allow you to be able to fully explain the importance of Section 199A and whom the section affects.

Date: 2023-04-11 Start Time: 1:00 PM ET End Time: 2:40 PM ET

Learning Objectives

* You will be able to discuss the application of Section 199A with your clients in a manner they can easily digest and understand.

* You will be able to explain whether the 20 deduction available under Section 199A applies to a specific client or business.

* You will be able to identify when taxpayers should aggregate trades or businesses in order to maximize the Section 199A benefits.

* You will be able to review governing documents to determine whether there are barriers to the benefits of Section 199A.

Be Able to Breakdown the 199A Code and Regulations in a Manner Clients Understand
• Is There a Flow-Through Trade or Business?
• Flow-Through Entities
• Qualified Trade or Business
• Separate Trades or Businesses
• What Is Qualified Business Income?
• Do Taxable Income Based Limitations Apply?
• Threshold Amounts
• Phase in Ranges
• Is Qualified Business Income Limited by W-2 Wages or UBIA of Qualified Property?
• W-2 Wage Limitation
• UBIA
• Is the Taxpayer in a Specified Service Trade or Business?
• When Can or Should a Taxpayer Aggregate Trades or Businesses?

Provide Practical Pointers to Clients
• Amending Agreements
• Analyzing Business Functions

Be the Expert and Maintain Up-To-Date Knowledge

AIPB ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Enrolled Agents ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Morgan Klinzing-Troutman Pepper Hamilton Sanders LLP, Robb A. Longman, Esq. – Longman & Van Grack, LLC