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Taking Full Advantage of Section 199A

The Tax Cuts and Jobs Act offers opportunities for advisors to differentiate themselves from their peers by offering unique and creative solutions to their clients.

Steven L. Diess, EA, MAAA, President of Independent Actuaries, Inc., and David G. Evans, Owner of CTO Consulting, LLC, explore ways to utilize pension plan contributions to take full advantage of the newly revised Code Section 199A (pass-through income deduction of 20% available for certain business owners). The discussion includes:

  • A high-level overview of Code Section 199A
  • A look at pension plan contribution limits, and how they vary by age and plan type
  • Tactics for using pension contributions to allow for supercharged deductions
  • Specific detailed examples

Below is a preview of the presentation. If you would like more information on this topic or if you would like us to consider presenting it at your firm, please contact us!

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