Upcoming Events

Please check back regularly for an updated listing of all of Bob’s live webinars and conferences. Please follow the links provided for additional details on each event and information on how to register/attend!

Feb. 21

199A Planning for Trusts & Estates Attorneys

Friday February 21

3:00 PM EDT – 4:30 PM ET

199A Planning for Trusts & Estates Attorneys

199A may be the most important development that came out of the Tax Cuts and Jobs Act, and is clearly a hot topic that clients and advisers need to understand. The basic computational rules of 199A. How the calculation is impacted by loss carryovers of QBI under the proposed treasury regulations. How aggregation of multiple businesses impacts the 199A deduction. How to demonstrate to clients whether converting to an S corporation makes sense. What the sweet spot is for S corporation shareholder wages to optimize the 199A deduction.

For more information or to register click here:

Details

Feb. 27

Tax Planning for the Sale of a Business

Thursday February 27

12:00 PM EDT – 1:30 PM ET

Tax Planning for the Sale of a Business

Many attorneys, CPAs, and financial advisors are familiar with the tax planning options relating to the set up and running of a business entity – – but what about the ultimate sale of a business? (Perhaps the biggest and most potentially taxing situation your business owner clients or prospects will ever face!)

For more information or to register click here:

Details

Feb. 28

The Income Taxation of IRAs and IRD Payable to Trusts

Friday February 28

3:00 PM EDT – 4:30 PM ET

The Income Taxation of IRAs and IRD Payable to Trusts

With the shortened payout rule under the SECURE Act, lawyers, CPAs and financial planners will all need to have a better understanding of the taxation of trusts under Subchapter J of the Internal Revenue Code.

Subchapter J governs how taxable income flows from an estate or trust to its beneficiaries. However, in the world of IRAs, this is a complex and often misunderstood process. This confusion occurs because of the difference between “income” and “principal” for fiduciary accounting under the UPIA and “principal” and “income” under the federal tax law.

For more Information or to Register please click here:

Details