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Section 199A Rules and Forms Reporting

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Online, OK 00000

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2.00 Credits

Member Price $109

Non-Member Price $139

Overview

This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

Highlights

  • A deep-dive look at the Section 199A flow-through entities deduction
  • Calculation of qualified business income
  • Self-rental rule for 199A compared to self-rental rule for passive activities
  • Differing impact on the sole proprietorship, partnerships and S corporations
  • Forms reporting in Form 8995 and Form 8995-A
  • 199A flowchart

Prerequisites

Basic working knowledge of individual and business taxation

Designed For

CPAs in public practice and industry seeking an update on the latest tax developments impacting the flow-through entities deduction

Objectives

  • Identify the impact of the Section 199A rules to a variety of business entities
  • Apply the rules and forms reporting for deducting income from flow-through entities

Preparation

None

Leader(s):

Leader Bios

Steven Dilley, Federal Tax Workshops

Steven C. Dilley, CPA, JD, PhD, is president of Federal Tax Workshops, Inc., located in East Lansing, Michigan. He is nationally known for his knowledge of the financial, accounting and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics. In addition, Steve is a professor of accounting at Michigan State University, where he teaches tax accounting and has recently received two teaching awards. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, the American Accounting Association, AICPA, American Tax Association and Hawaii Association of Public Accountants.

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Non-Member Price $139

Member Price $109