Breakfast Forum:A Deep Dive into new Section 199A,

  • Thursday, April 19, 2018
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 5

Registration

  • Early Bird pricing
  • Early Bird pricing

Registration is closed

A Deep Dive into new Section 199A,

the QBI deduction for Pass-Through Entities, 

with an emphasis of I’s Impact on Qualified Plans

The Presentation: 

This session will explore the new deduction for pass-through entities and how it impacts the employer’s qualified plan decisions”. Items to be discussed include  

  • The definition of qualified business income and how to compute the deduction under new Section 199A
  • The impact, if any,  the new deduction have on the tax savings for retirement plan contributions
  • How some taxpayers receive more than a dollar for dollar deduction for retirement plan contributions
  • Will the new law have an impact on entity choice and will that impact retirement plan decisions?
  • A close look at reasonable compensation, particularly in S corporations

 Our Speaker: Kevin Donovan, CPA, EA, FSPA, FCA

Kevin is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.

Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC).

Kevin, along with two other actuaries at Pinnacle Plan Design, authored the 2017 Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of the ASPPA College of Pension Actuaries (ACOPA) and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ACOPA.

Who Should Attend:

Plan Fiduciaries and Plan Sponsors who want know how the 2017 Tax Act may affect them

Financial Advisors who want to know how to best advise retirement plan clients and prospects under the 2017 Tax Act rules

Auditors who want to know how the Tax Act of 2017 may affect their plan audits

Record keepers who would like to know what the opportunities are for retirement plan sales under the 2017 Tax Act


Continuing Education: 
2 CE for AIF Certification (pending)
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for California CPAs
2 hours for Certified Financial Planners (pending)
2 hour for ERPA and Enrolled Agents 

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

The reservation deadline for this event is Thursday, March 8.

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

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