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Continuing Education Workshop for CPA Professionals – Tax Reform and Section 199a > Opportunities for Business Owners & Retirement Plans

Event Details

Join Bayntree as we welcome Alan Gold, CPA Partner of MGKS – a unique local Pension Administrator – and Adam Johnson, Regional Vice President for John Hancock as we discuss Section 199a and Tax Reform and how to help your Business Owner clients take advantage of the positive changes!

We will discuss:

  • The basics of Tax Reform and Section 199A and the increased importance of Retirement Plans
  • How to uncover new opportunities for Pass-Through Entities and Business Owners
  • How to leverage these changes with existing clients
  • Application of these concepts for Sole Proprietorships, Sole Owners (or TIC owners) of rental real estate, S Corporations, and Partnership Owners
  • How to bring value to potential clients
  • Understanding the QBI Deduction

Do not miss this cutting edge Continuing Education event!

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Andrew Rafal, Bayntree Wealth Advisors
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Tuesday - January 22nd, 2019

Time

11:30 a.m. to 1:00 p.m.

Map

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