Registration: 8:30 AM EST
Long after the Tax Cuts and Jobs Act of 2017 became law, Section 199A is still widely misunderstood. This course will cover all relevant facets and nuances of the 20% deduction, the latest relevant IRS guidance, as well as implementation issues and lessons that will be useful in advising clients on how to maximize benefits related to this provision. In addition, the Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report relevant data required to calculate the §199A deduction to each recipient of a Schedule K-1. Your clients will trust you to ensure that the relevant data is properly reported. This course will cover the new reporting requirements on those forms, as well as examples and case studies on completing the new disclosure lines of Schedules K-1.
Any tax practitioner seeking better knowledge of the Schedule K-1 reporting requirements related to §199A.
A basic understanding of the §199A deduction.
Surgent Professional Education
Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College. He was also the CFO for a large insurance agency in Delaware County, PA, and was a licensed insurance agent in Pennsylvania. Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certifications. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.
$289.00 - Member
$389.00 - Non Member
Note: Online pre-registration will close 24 hours prior to this event.
Remind me to register
Print a registration form