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ONLINE Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry

  • 29 Jan 2019
  • 10:00 AM - 11:40 AM
  • ONLINE WEBINAR

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  • A member of any chapter of the WP&BC in good standing.
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ONLINE WEBINAR: 

One Year In:


The Qualified Business Income Deduction


and


its Impact on the Retirement Plan Industry

The Presentation:

“With change comes opportunity!  The Section 199A Qualified Business Income deduction provided for in the Tax Cuts and Jobs Act of 2017 (TCJA) created unique planning opportunities and challenges for plan sponsors with pass-through income.  This session will provide an overview of the deduction and its effects on various entity types, and will include a review of guidance issued since the passage of TCJA.”

The webcast will discuss

  1. Who is eligible for the new QBI deduction
  2. How the phase-outs work for specified services and non-specified services
  3. How the QBI deduction and phase-outs work for various entity types
  4. What is a specified service
  5. Which taxpayers can supercharge their retirement plan deduction by avoiding the phase-out and “reclaiming” their QBI deduction
  6. Which taxpayers should refocus their retirement dollars to ROTH arrangements due to the QBI deduction
The Speaker: Kevin Donovan, CPA, EA, FSPA, FCA

Kevin is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.


Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC).


Kevin, along with two other actuaries at Pinnacle Plan Design, authored the 2017 Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of the ASPPA College of Pension Actuaries (ACOPA) and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ACOPA.


Continuing Education: 2 CE

ASPPA    CPAs (CA, OR)   CEBS   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


  Cost: $65 for members, $90 for non-members. 
A Special Thank You to Our Sponsors
   




Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WEBINARS:
webinars@westernpension.org

ANNUAL CONFERENCE:
frank@wpbcsf.org

PHONE: 
720-837-2426

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PO Box 13
Parker, CO 80134
720-819-7619

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