Section 199A QBID Cutting Edge Tax Strategies Part 3: Specified Service Trades or Businesses WEBCAST

Wednesday, June 30 9:30am - 11:30am PDT

Add to Calendar

Your Desk

2.0 Credits

Member Price $79.00

Non-Member Price $94.00

Overview

We’ll take a comprehensive, deep dive into specified service trades or businesses (“SSTBs”). We’ll put SSTB’s under the microscope, including definitions and planning strategy.

Highlights

The most important rule in the area of SSTBs, Detailed definitions - what’s included in each of the SSTB categories, And just as importantly - what’s excluded from SSTB categorization? Tax planning for SSTB clients How do “self-rentals” to a commonly controlled SSTB work? What happens when an owner of the real estate doesn’t own an interest in the SSTB?

Prerequisites

None.

Designed For

New and experienced CPA’s who practice in the tax area or who need a better understanding of the tax law for other areas of practice.

Objectives

Identify different types of SSTBs. Identify tax planning strategies for taxpayers with SSTB income. Recognize and apply the “self-rental rule” in the case of rentals to SSTBs. Recognize and apply strategies to increase the Schedule 199A deduction for businesses that have SSTB income and non-SSTB income. Identify the limitation on Section 199A deduction is for taxable income exceeds the threshold amount.

Preparation

None.

Notice

None.

Leader(s):

Leaders

George Koutelieris

4.90 stars out of 5 - speaker rating for 2019 for George Koutelieris and Gregory White

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

Return to Top

Non-Member Price $94.00

Member Price $79.00