ACOPA Webcast: A Deep Dive Into the TCJA of 2017 and Its Impact on Qualified Plans

By ASPPA Net Staff • November 28, 2017 • 0 Comments

Available until May 16, 2019

Speaker: Kevin J. Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC

Experience Level for Attendees: Intermediate

IRS Program Number: CZTXU-Q-00895-18-O

Webcast Outline


This webcast explores the new QBI deduction for pass-through entities, and how it impacts the employer’s qualified plan decisions. Other aspects to the TJCA of 2017 covered include: the new Section 199A; entity choice; and reasonable compensation, particularly in S Corporations.

Key Takeaways:
1. The definition of qualified business income and how to compute the deduction under new Section 199A
2. The impact, if any, the new deduction have on the tax savings for retirement plan contributions
3. How some taxpayers receive more than a dollar-for-dollar deduction for retirement plan contributions
4. Will the new law have an impact on entity choice and will that impact retirement plan decisions?
5. A close look at reasonable compensation, particularly in S Corporations

Registration Deadlines: 
On-Demand: 5/16/2019

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker

Kevin Donovan is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. He is co-author of the 2018 Defined Benefit Answer Book, published by Wolters Kluwer. In 2015, he received ASPPA’s Educator’s Award in recognition of his contributions to retirement plan education. Kevin is a founding member of ACOPA and has served on the ASPPA Board of Directors as well as the Government Affairs Committee (GAC).

Individual Viewer Additional Viewers 
ASPPA/ACOPA Member: $115  ASPPA/ACOPA Member: $45 
Non-Member: $190  Non-Member: $70 


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Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


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