The Qualified Business Income Deduction
its Impact on the Retirement Plan Industry
“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
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.
Direct Questions To:
PO Box 13Parker, CO 80134720-819-7619