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):

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.

PBMares, LLP

This content is authored by PBMares, LLP.

RSM US Alliance

PBMares is a proud member of RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States. RSM US Alliance provides our firm with access to the resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market.

Lynn Eller, CPA, PFS
Director
Lynn Eller is a leader in the firm’s international tax practice and advises businesses expanding abroad. She has prepared numerous tax returns for nonresident aliens, U.S. residents that are eligible for the foreign earned income exclusion and US residents who control foreign corporations.

Cindy Kochersperger, CPA, QKA, PBMares Partner

Cindy Kochersperger, CPA, QKA
Partner
Cindy specializes in 401(k) and profit-sharing plans for businesses of all sizes, creating plan designs and providing on-going assistance with plan administration. She helps clients find solutions that help them and their employees prepare for financial security in retirement

Gary Kitts, CPA
Partner, Retirement Plan Services Leader
Gary creates plans with intelligence and insights that are aligned with his client’s business goals. He leads the firm’s Retirement Plan Services practice where he oversees the compliance, plan document and consulting services for over 800 plans. He also has considerable experience with employee benefit plan audits.

Kimberly A. Truxell, CPA, QKA, QPA, Manager

Kimberly has more than 13 years of experience in the retirement services. As a Manager for PBMares, her focus is consulting with closely held businesses on plan design and providing on-going plan administration assistance.

Tara Brooks, CPA, QPA, QKA

Tara has more than 12 years of experience in retirement plan compliance services. As a Manager for PBMares, her focus is consulting with closely held businesses on plan design and providing on-going plan administration assistance.

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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