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Passthrough tailwind

PASS-THROUGH PLANNING OPPORTUNITIES UNDER THE TAX CUTS AND JOBS ACT

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 9, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

The single most consequential area of the newly enacted Tax Cuts and Jobs Act that will impact small business owners is the section covering "Qualified Business Income Deduction" ("QBI"). It is perhaps also the most confusing part of the new law. However, how a business owner and their CPA utilize the law can either produce tremendous benefits or result in paying unnecessary taxes.

Learning Objectives


  • Understand the limitation and opportunities for specified service or trade businesses

  • Recognize opportunities with pension plans to smooth out tax liabilities

  • Apply the federal tax code to maximize contributions to retirement accounts

  • Distinguish between various types of tax-qualified retirement plans

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Tailwind

Avo Mavilian, EA, CWPPTM is the President of Tailwind Financial Strategies, LLC.  His practice includes succession planning for business owners, retirement distribution planning, and wealth preservation planning.  He is the author of The 7 Major Risks to Financial Security as well as a contributing expert to various articles in national publications.  Mr. Mavilian is a member of a speaker bureau for a 501(c)(3) Non-Profit Public Benefit Corporation where he teaches financial literacy at colleges, universities, businesses and community organizations, in addition to presented CPE courses to CPAs.

About Our Sponsor

Pennmutual
Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture.