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2019: Tax Planning Perspectives



The new QBI deduction, created by the 2017 Tax Cuts and Jobs Act (TCJA) alters financial planning, tax and investment decisions for a key group of financial advisor clients. Under Code Sec. 199A, many owners of sole proprietorships, partnerships, S corporations, trusts, or estates may be eligible to deduct up to 20% of their qualified business income. Eligible taxpayers can also deduct up to 20% of their qualified real estate investment trust (REIT) dividends and publicly traded partnership income.

The intent of the Tax Cuts and Jobs Act was to give a tax break to small business owners and encourage them to hire more employees. The caveat, however, was that Congress also made sure that the deduction didn’t extend to high-income professionals whose primary source of income was from their own personal labors.

Fortunately, planning strategies have already emerged to allow these business owners to reap the benefits of the new deduction. Please join us for a program with Traci Malik and Pat Jones of Jones & Company CPAs, as they highlights specific strategies for pass-through entity clients and other tax-planning issues as a result of the Tax Cuts and Jobs Act.

Continuing Education
Application for continuing education has been filed with CFP Board.

Agenda
11:30 am - Registration & Luncheon
11:50 am - Chapter Meeting
12:15 pm - Program Begins
  1:30 pm - Program Concludes

Tuesday, February 19, 2019
11:45 AM - 1:15 PM

Location

The Centre Club
8th Floor
123 S Westshore Blvd
Tampa   FL   33609
(813)286-4040
 
Website for Location



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FPA Members - $25

Students and Active CFP Candidates - $15

Non FPA Members - $35

Speaker Profiles

 


Patricia Jones, CPA/ABV, CFF, CFE
Jones and Company CPAs, PA

Patricia Jones began the CPA practice in Pasco County in 1986. She graduated from College Misericordia with a Bachelor of Science Degree in Business Administration and was licensed in the State of Florida as a Certified Public Accountant in 1984. She has over 35 years of accounting experience, which includes taxation, audit, estate planning and consulting.

Patricia is accredited with the Association of Certified Fraud Examiners for fraud examinations and is accredited with the American Institute of Certified Public Accountants' ABV designation, Accredited in Business Valuation.

She is accredited with the American Institute of Certified Public Accountants' CFF designation, Certified in Financial Forensics.

Patricia is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, North Suncoast Estate Planning Council, Suncoast Community Association Institute, and The American Women's Society of CPAs, Tampa Bay Affiliate.




Traci A. Malik, CPA/CFF, CFE MAcc
Jones and Company CPAs PA

Traci Malik joined Jones & Company CPAs in 2002 and became a partner in the firm in 2010. She holds a bachelor’s degree in Accounting and a Masters of Accountancy degree from The University of South Florida.

Traci is accredited with the Association of Certified Fraud Examiners for fraud examinations and is accredited with the American Institute of Certified Public Accountants' CFF designation, Certified in Financial Forensics.

She is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants, and The American Women's Society of CPAs, Tampa Bay Affiliate.

She has been on numerous boards of directors for non-profits over the years. She has previously been on the board for the Suncoast Chapter of the FICPA, Junior Achievement, Alzheimer's Family Organization, and Alzheimer's Family Organization Foundation.