Qualified Business Income Deduction

Business Income Tax: The Game Has Changed (Rockville)

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.

Presenters

Sean R. O’Connell, CPA/PFS, CGMA and Victoria W. Young, CPA with introductions by Charles B. Postal, CPA

Location

VisArts in Rockville Town Square
155 Gibbs Street, Rockville, MD 20850

If you receive business income from any of the following, join us on January 9.

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):

Antonina McAvoy Senior Manager Cybersecurity

Antonina K. McAvoy, CISA, CISM, QSA, PCIP
Senior Manager, Cybersecurity & Control Risk Services Team Leader
Antonina McAvoy specializes in cybersecurity, as well as data protection and privacy. She leads and performs a wide spectrum of cybersecurity reviews, readiness assessments, independent trust and transparency (SOC 1 and 2 reporting), HIPAA reviews, IT internal audits and control services.

Hillary Dorzweiler, CPA, MSA
Director
Hillary manages the planning and performance of accounting, auditing and other attestation engagements. Her work experience centers around exempt organizations and employee benefit plans.

Ryan Figg, CPA, Tax Accountant at PBMares

Ryan A. Figg, CPA
Senior Tax Staff Accountant
Ryan is a member of both the State and Local Tax Group and Emerging Issues Tax Group at PBMares, providing in-depth research assistance for new and complex tax laws and changes. He also provides tax planning and compliance services to high net worth individuals, closely-held companies and non-profits.

Jonathan A. Mason, CPA
Manager
Jonathan joined PBMares in 2014. Since joining PBMares, he has served as in-charge and applied his experience on engagements for private companies, including construction contractors and real estate entities, as well as state and local governments.

John P. Given, CPA
Tax Manager
John works with small and mid-size business owners on their tax compliance and consulting needs. His expertise lies in the hospitality and retail areas. He is a member of PBMares’s emerging issues tax group and the state and local business tax team.

Miriam Song, J.D., LLM.
Senior
Miriam focuses on providing international tax compliance and consulting services to individuals and closely-held companies. She also assists clients with tax law research and resolving issues with tax authorities.

C. Samuel Baker, CPA
Tax Manager
Sam is an emerging leader of the Construction & Real Estate Team at PBMares. He 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 construction.

Michael Maglieri, CFP®
Wealth Advisor
As an Associate Wealth Advisor, Michael partners with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.

Tracey Powell, CPA, MST
Partner
As a partner in PBMares’ Tax Services Practice, Tracey stays abreast of the constantly evolving tax code to help clients navigate the financial complexities of their businesses to better understand – and leverage – their efforts to find cost savings and potential areas for improvement and growth.

Pavlina Ivanov, CPA
Manager
Pavlina has a broad range of experience auditing employee benefit plans including defined contribution, defined benefit, and employee stock ownership plans. She manages numerous employee benefit plan audits, consults with plan sponsors, and has extensive knowledge of accounting and technical reporting standards.

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_admin2023-01-30T14:52:55-05:00December 13, 2018|Tags: Deductions, Tax, tax reform|

Events

Business Income Tax: The Game Has Changed (Rockville)

A Seminar on the Qualified Business Income Deduction

SHARE THIS POST: