Section 199A: Planning Considerations for Business-Owner Clients

June 7, 2018


If you work with business owner clients, you’re probably looking for answers to their questions and opportunities to help them with planning. Bob Keebler, CPA/PFS provides and overview of the Section 199A qualified business income deduction, including:

  • Client scenario examples
  • Tax planning considerations
  • Trust and gift planning strategies
  • What to watch out for and actionable tips for advising your clients

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