IRC 199A Final Regulation: Highlights, Challenges, and Complexity
Track: Main Stage
Session Number: 187
Date: Mon, Jan 28th, 2019
Time: 4:30 PM - 4:45 PM
Room: Texas Ballroom BC
Key highlights from the IRC 199A Final Regulations issued 1/18/19 for insurance agents and brokers. What key questions should you be asking your tax advisor? What challenges may lie ahead as you work through the 20% “pass-through deduction” maze?
Texas Financial Partners
Carolyn’s 30+ years as a tax partner with Padgett Stratemann & Co., LLP (PSCO) were a perfect prelude to the satisfaction of working directly with our clients. Her knowledge and experience, plus the credibility enjoyed among professional advisors, can accelerate the challenging planning process that affluent families and their businesses go through and reassure them that their objective of financial independence and family harmony will be achieved.