Sec. 199A Planning Insights
Date: Wednesday, September 10, 2025
Instructor: Greg White
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
|
We’ll take a comprehensive, deep dive into planning strategies for the §199A 20% QBID.
Who Should Attend
Tax professionals looking to gain insight into planning strategies for the section 199A deduction.
Topics Covered
- Planning to maximize QBID for LLCs and their members
- How to maximize the QBID for S corporations
- How to minimize taxes on the sale of a business by utilizing the QBID
- Tax planning for QBID “cliffs” – how to give optimal advice to your clients
- QBID planning for estates and trusts
Learning Objectives
- Identify basic calculation of the qualifying income business deduction
- Recognize and apply the safe harbor for rental real estate
Level
Intermediate
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Experience in preparing tax returns.
Advance Preparation
None
