The Intersection of Tax Savings and Life Insurance: Uncle Sam Provides Premium Dollars for Liquidity Planning
Speakers: Tim McFarland
Year: 2020
Body of Knowledge:
Business Planning,
Non-Qualified Executive Compensation Arrangement
Competence: Technical |
Level: Basic |
Session Rating: 4.00
Do your pass-thru-entity clients have big payrolls? Are they planning procrastinators? A Section 199A deduction provides a significant incentive to begin planning now. For every dollar deducted under Section 199A, Uncle Sam let’s your client keep up to 37 cents. Join us as we dig into Section 199A and related S corporation and partnership rules to uncover “found money”— premium dollars to provide liquidity to meet your clients’ estate tax and business planning needs.