ESTATE PLANNING TIP CORNER

This month’s tip courtesy of Natallia Z. Ioannou, CPA, CEP, MBT

Are you looking for answers about Tax Cut and Jobs Act’s new 20% deduction for QBI (Sec. 199A)?

Is your business entity organized as an S corporation and your taxable income on individual level is above $157,500 ($315,000 for joint filers)? You need wages and/or property to qualify for Section 199A benefit.

There are steps which can be done to possibly maximize Section 199A deduction.

One is to pay yourself a reasonable salary.

Providing Estate Planning professionals with knowledge and resources to better serve their clients and community.

Do you know someone that works in estate planning or related industries and would like to meet professionals who are dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation?

Or, do you have a friend or a colleague that might be in need of one of our member’s services?

Please share the link to our site.

Upcoming Events

Thu 25

Oct 2018 Focus Group Meeting

October 25 @ 7:45 am - 9:00 am
Sylvia Thompson
Use of Cognitive Screening Tools In Assessing Capacity of Your Clients
Torrance CA
United States
Nov 08

Nov 2018 General Breakfast Meeting

November 8 @ 7:00 am - 9:00 am
Jeff Geida
Benefit of using Charitable Giving in an Estate Plan
Torrance CA
United States
Dec 13

Dec 2018 General Breakfast Meeting

December 13 @ 7:00 am - 9:00 am
Lyn Hinojosa
Recent Developments in Probate Litigation
Torrance CA
United States
Jan 10

Jan 2019 General Breakfast Meeting

January 10, 2019 @ 7:00 am - 9:00 am
Andy Katzenstein
Estate Planning Tax Update
Torrance CA
United States
Feb 14

Feb 2019 General Breakfast Meeting

February 14, 2019 @ 7:00 am - 9:00 am
Bruce Givner
Creative Planning for Real Estate Assets
Torrance CA
United States

Events Calendar

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Thu 25

Oct 2018 Focus Group Meeting

October 25 @ 7:45 am - 9:00 am
Sylvia Thompson
Use of Cognitive Screening Tools In Assessing Capacity of Your Clients

NOTICES

  • attorney office available for sublease in TorranceTorrance Attorney Office Available for SubleaseNovember 27, 2017 - 10:49 am

    Large attorney office for sublease in beautiful suite located in the City National Bank/One West Bank building at the intersection of Carson Street and Madrona Avenue. Lease just renewed and improvements just completed. Sublease includes use of conference room and receptionist to answer phone calls and greet clients. For more information, phone The Law Offices […]