Tax reform: Section 199A & retirement plan benefits | PFP learning library podcast
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Tax reform: Section 199A & retirement plan benefits | PFP learning library podcast

2 years ago · 15 min listen

On January 18, 2019, the IRS released the highly anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS interviews Ed Slott, CPA who covers the intersection of Section 199A qualified business income deduction and retirement plan benefits. Find out:

  • What is the calculation of the retirement plan deduction in the context of Section 199A?

  • How can a Roth conversion reduce your income tax liability?

  • What is the one tool you can use for specified service business client who is close to the qualified business income deduction threshold?


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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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