Section 199A: Planning Considerations for Business-Owner Clients

June 7, 2018

Podcast

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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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.