ACOPA Webcast: A Deep Dive Into the TCJA of 2017 and Its Impact on Qualified Plans
Wednesday, May 16, 2018
2:00 - 3:40 p.m. ET
Speaker: Kevin J. Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC
Experience Level for Attendees: Intermediate
Target Audience: actuaries, TPAs, administrators, advisers
Keywords: TJCA, QBI, Section 199A, entity choice, S Corp
IRS Program Number: CZTXU-Q-00895-18-O
Webcast Outline: Coming Soon.
This webcast will explore 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 to be covered will include the new Section 199A, entity choice, and reasonable compensation, particularly in S Corporations.
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
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).
|ASPPA/ACOPA Member: $115
||ASPPA/ACOPA Member: $45
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