Sec. 199A Planning Series: Business Tax Strategies for 2024
Maximize your business clients tax benefits with Sec. 199A. This CPE series by Greg White offers expert insights and strategies for rental real estate, specialized service trades, and optimizing QBID. Master Sec. 199A to reduce tax burden.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2025 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Learn how to Prepare Your Clients for the Biggest Tax Break in 36 Years
Put on your seatbelt and hold on. The IRS issued final regulations for one of the most talked-about areas of taxation. Experienced instructor and practitioner Greg White, CPA, will do a “deep dive” into the new “20% passthrough deduction.” The IRS simultaneously issued a new safe harbor for taking the QBID rental properties (Rev. Proc. 2019-38); We’ll cover the new rental real estate safe harbor in depth. The focus will be on practical planning and focused on reducing your clients’ taxes.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2026 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
We'll take a comprehensive, deep dive into which rentals qualify (and which might not qualify) for the 20% §199A QBID. We’ll also cover how to compute the “property” factor that can limit the QBID for higher income taxpayers. We’ll cover in depth:
- Qualification for most rental property
- Qualification of land leases
- Qualification of triple net leases
- How to protect yourself if you’re filing returns taking the QBID on land leases or triple net leases
- Why not all triple net leases are alike
- Requirements of the IRS’s “safe harbor” for rental properties (Notice 2019-7)
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2026 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Sec. 199A Cutting Edge Tax Strategies for Doctors, Lawyers, and other Specified Service Trades or Businesses
We’ll take a comprehensive, deep dive into specified service trades or businesses (“SSTBs”). Join expert, Greg White, CPA, as he takes an in depth look into SSTBs.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2026 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Join expert, Greg White, CPA, as he takes a comprehensive, deep dive into the ground rules of QBID. We’ll cover tax planning strategies to maximize the §199A 20% QBID.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2026 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Join expert, Greg White, CPA, as he takes a comprehensive, deep dive into the ground rules of QBID. We’ll cover tax planning strategies to maximize the §199A 20% QBID.
Total: 5 courses (10 CPE hours)
