AICPA ENGAGE 2018

ENG1801 - Planning for Section 199A Including Estates and Trusts

Jun 11, 2018 9:30am ‐ Jun 11, 2018 10:45am

Standard: $49.00

Description

The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This session focuses on strategies involving trusts and estates that will help your clients optimize the deduction. This session will help you:

• Understand the $157,500 limitation for trusts and why this is a tremendous opportunity
• Use 754 elections to create additional qualified property
• Plan for the new Kiddie Tax when property is held by children and grandchildren

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP
Tags: PFP EST

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