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


  • 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.

Continuing Education

  • 1 CFP® Credit Hour

Kevin J. DonovanSpeaker

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


If you have any questions, please do not hesitate to contact Linda Neylon at or Scott Messmer at

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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.


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