GROW! Session for Advisors Apr 23, 2019

GROW! Session for Advisors
Lunch and Learn for Advisors

 

The Tax Cuts and Jobs Act of 2017:

Utilizing Retirement Plans to Optimize the New 20% Deduction
  • Financial advisors in attendance will gain some much needed clarity on the Tax Cuts and Jobs Act of 2017’s newly-imposed 20% deduction for pass-through entities.
  • We will introduce the new IRC §199A and define Qualified Business Income (QBI), as many business owners will be asking their financial advisor for clarity on this.
  • We will highlight retirement plan strategies that aim not only to maintain the current power of pension contributions, but that make them stronger than ever before.
  • We will illustrate through examples the phase-out of the §199A deduction for specified service trades or businesses, and how the plan can be even more valuable for these businesses.
  • How to spot planning opportunities

Details

  • Tuesday, April 23rd, 2019
  • 11:30 am – 1:00 pm
  • Perry’s Steakhouse & Grille
  • 9827 Katy Fwy
  • Houston, TX 77024

Lunch is complimentary; space is limited.

Registration - GROW! Session for Advisors 4/23/19

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Continuing Education

  • 1 CFP® Credit Hour

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, FSPA, FCA, of Pinnacle Plan Design is a leading actuary, published author and national speaker in the pension field.


Questions

If you have any questions, please do not hesitate to contact Linda Neylon at linda@malthompson.com or Scott Messmer at smessmer@jhancock.com


Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

 

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