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Tax Planning Opportunities with Section 199A

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

The Tax Cuts and Jobs Act represents one of the biggest and most talked about tax law changes in a generation. It also introduces new opportunities that could save your clients thousands of tax dollars. The new Qualified Business Income Deduction under 199A in particular has generated many questions surrounding its new complex rules, strategies and forms.

Join us to learn more about the impact of Section 199A. We’ll go beyond the nuts-and-bolts and delve into ways you can save your clients’ money, while adding additional revenue streams to your own practice.

Educational Objectives:

  • Understand the requirements and limits of Section 199A
  • Learn techniques to maximize the Section 199A Deduction
  • Recognize additional revenue opportunities for your practice

Target Audience: CPAs

Presenter

Robert A. Bennett, CPA
  • Senior Product Manager
  • Bloomberg Tax & Accounting

Bob Bennett began his tax career in 1986 preparing returns by hand for H&R Block. Over the past 30 years he has worked in a variety of positions including, Tax Manager at several large and mid-sized CPA firms, Revenue Agent for the IRS, and in management at several tax software companies. Bob is a CPA, Enrolled Agent, and has his MBA.

Currently, Bob is Senior Product Manager for Bloomberg Tax & Accounting managing several of their software offerings, including Income Tax Planner™, and Estate & Gift Tax Planner™, along with their tax preparer products.

Bob has seen the power of tax planning first-hand and how, when done properly, it can benefit firms, clients, and staff.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Field of Study: Taxes
Level:
Any
Production Date:
07/10/2019