GROW! Session for Accountants June 8

Complimentary 3 CPE Hour Seminar for Accountants

Rimkus, Marciano & Associates invites you to attend GROW Session for Accountants to discuss the new tax law, specifically IRC §199A and the new deduction for owners of pass-through entities. We will also discuss the impact of §199A on qualified retirement plans, and how they can be utilized to help optimize a taxpayer’s §199A deduction.

The Tax Cuts and Jobs Act of 2017:

Utilizing Retirement Plans to Optimize the New IRC §199A Deduction
  • A deep dive into the Tax Cuts and Jobs Act of 2017’s newly-imposed 20% deduction for pass-through entities.
  • We will define and discuss Qualified Business Income (QBI) for each type of pass-through entity.
  • 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 non-SSTOBs), and how the plan can be even more valuable for these businesses.
  • How to spot planning opportunities
Friday, June 8th, 2018
  • 8:00 am – 11:00 am
  • City Grill
  • 384 East Ave
  • Rochester, NY 14607
  • Breakfast is complimentary

Space is limited.

Registration - GROW! Session for Accountants 6/8/18

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Continuing Education

  • Three (3) NYS Public Accountancy CPE credits

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, FSPA, FCA is a leading actuary, published author and frequent speaker in the pension field.

Sponsor

Rob Roya, Regional Vice President  |  (860) 649-8902

Prerequisites: None. Level: Introduction Subject Area: Taxation


Questions

If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.


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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