Featured Jobs

ERISA & Employee Benefit Specialist / Paralegal (New York NY)

Pension Practice Director (Louisville KY / Telecommute)

Retirement Plan Administrator (Kennett Square PA)

Senior Qualified Plan Administrator (Miamisburg OH)

NQ Client Services Manager (Lake Mary FL / Dallas TX)

Regional Sales Vice President, Outside Retirement Sales Consultant (Marlton NJ / Telecommute)

Compliance Manager (Ponte Vedra Beach FL)

Compliance Administrator III (Chico CA / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More Western Pension & Benefits Council Webcasts and Conferences

One Year In: The Qualified Business Income Deduction and Its Impact on the Retirement Plan Industry

Western Pension & Benefits Council

June 25, 2019
Recorded Online
Webcast

“With change comes opportunity!  The Section 199A Qualified Business Income deduction provided for in the Tax Cuts and Jobs Act of 2017 (TCJA) created unique planning opportunities and challenges for plan sponsors with pass-through income.  This session will provide an overview of the deduction and its effects on various entity types, and will include a review of guidance issued since the passage of TCJA.”

The webcast will discuss

  1. Who is eligible for the new QBI deduction
  2. How the phase-outs work for specified services and non-specified services
  3. How the QBI deduction and phase-outs work for various entity types
  4. What is a specified service
  5. Which taxpayers can supercharge their retirement plan deduction by avoiding the phase-out and “reclaiming” their QBI deduction
  6. Which taxpayers should refocus their retirement dollars to ROTH arrangements due to the QBI deduction

The Speaker: Kevin Donovan, CPA, EA, FSPA, FCA

Kevin 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. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.

Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC).

Kevin, along with two other actuaries at Pinnacle Plan Design, authored the 2017 Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of the ASPPA College of Pension Actuaries (ACOPA) and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ACOPA.

Continue by clicking on the following link:
https://westernpension.org/event-3463870

© 2019 BenefitsLink.com, Inc.