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

   

Description
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 

 

Registration for on-demand recorded webcasts includes unlimited viewing before the one-year expiration date, webcast outline and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org.

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

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 accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
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.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org

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