Business Income Tax: The Game Has Changed (Norfolk, January 29)

A Seminar on the Qualified Business Income Deduction

This seminar/webinar has already occurred. Please monitor the PBMares events page for future events. If you have questions about how the new tax laws affect your business or organization, contact our Tax Services Team.

The Qualified Business Income Deduction is a tax planning game changer. A new playbook is needed to make sure you don’t foul out or miss your shot at a tax minimization opportunity. Don’t miss this chance to learn the new rules that determine whether or not you qualify.

Date and Time

Tuesday, January 29, 2019
8:00 – 9:00 a.m. (registration and networking begin at 7:30 a.m. and will continue after the presentation)

Presenters

Risë Flenner, CPA/PFS, J.D. and Jenny Bonsiewich, CPA, MSA Tax with introductions by John Murray, CPA, Partner

Location

150 West Main Street
21st Floor Conference Room
Norfolk, VA 23510
Click here for map.

If you receive business income from any of the following, join us on January 29.

S-corporations
Partnerships
Limited liability companies
Proprietorships (Schedule C)
Rental activities
Farms

What can you expect to learn during the presentation?

A clear understanding of the provision’s (IRC Section 199A) three overall rules
Reporting requirements for pass-through entities
Strategies to optimize the deduction and reduce tax liability

Don’t miss this opportunity to up your game and to get answers to your specific questions.

ABOUT THE AUTHOR(S):

Ryan B. Paul, CPA
Senior Tax Manager
Ryan provides tax planning and compliance services to high net worth individuals, closely held companies and businesses. He serves businesses in various industries, but specializes in real estate and in the professional and technical services arena. He serves as a resource in emerging taxation issues with focus on partnership and pass-through entities.

Amy G. Cudia, CPA
Supervisor
Amy Cudia is a Tax Supervisor in the Baltimore office. She began her career in public accounting over 15 years ago while working at CPA firms in the Washington, DC area. She uses her experience and knowledge to help clients unravel complicated state and local taxation issues.

Ryan Davis, CISA, CIA
Information Technology Auditor
Ryan is a member of the firm's Cyber & Control Risk Services Team. Clients benefit from his experience with IT general controls, information security program assessments, SOC reporting and cyber/IT risk assessments. In addition, he has experience with data visualization, process mapping and enterprise risk assessments.

Taylor H. Hutton, CPA
Senior Accountant
Taylor focuses on providing tax and accounting services to the firm’s not-for-profit, closely held business and individual clients. He enjoys using his problem solving skills to assist clients in solving their complex tax and accounting issues.

Shelly Braden, CFP®
Wealth Advisor
As a Certified Financial Planner™, Shelly specializes in coupling comprehensive financial planning with an estate planning focus. She holds a Master’s in Financial Planning & Taxation with a concentration in Estate Planning.

Addison Pock, CFP®
Wealth Advisor
As a Wealth Advisor with PBMares since 2011, Addison specializes in wealth management and holistic financial planning, education planning, estate preservation, insurance, social security optimization. In addition to his CFP®, he carries the Virginia Life Health and Annuities Insurance License.

Gail M. Teigeler, CPA
Manager
Gail focuses on providing tax preparation and planning services to individuals and business owners, including government contractors, real estate professionals and service providers. Her experience includes multi-state tax returns and tax compliance and planning for residential and commercial properties.

Derek Hess
Associate Wealth Advisor
Derek specializes in paraplanning; preparing financial plans and deliverables, and carries the Series 65, Virginia Life and Health and Annuities Licenses.

Alex Crawford, CFP, CIMA - PBMares Wealth

Alex Crawford, CFP®, CIMA®
Portfolio Manager, Wealth Advisor
As a Certified Financial Planner, Alex serves as a Portfolio Manager and Wealth Advisor in PBMares Wealth Management’s Williamsburg office. He also holds a Life Health and Annuities license in Virginia.

Stacie Newnam, CPA, QKA
Senior Manager
Stacie provides retirement plan design, administration and consulting services to closely held companies. She is well versed aligning retirement plan outcomes with business goals.

The content of this post is accurate as of the date below. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

pb_admin2020-03-04T09:23:39-05:00January 2, 2019|Tags: Deductions, Tax, tax reform|

Events

Business Income Tax: The Game Has Changed (Norfolk, January 29)

A Seminar on the Qualified Business Income Deduction

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