Thanks so much for attending to my presentations for the Wright State University LIFT Symposium!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- The Section 199A Tax Benefits Of REITs Over Direct Real Estate Investments
- Financial Advisor (And Other Specified Services) Business Entity Choices To Maximize QBI Deductions
- Direct Real Estate Investing And Claiming The Section 199A Qualified Business Income (QBI) Deduction
- Proposed Regulations Refine Definitions For Specified Service Businesses Eligible For QBI Deduction
- QBI Deduction Strategies For High-Income Financial Advisors (And Other Small Business Owners)
- Understanding The New Pass-Through Business Deduction For Qualified Business Income
- Proactive Section 199A Deduction Strategies For Small Business Owners
- Maximizing The “Still-Working” Exception To Delay RMDs From A 401(k) Plan
- Kitces Report Volume 1 2017 - A Comprehensive Guide To Lifetime Required Minimum Distributions
- Kitces Report Volume 2 2017 - Maximizing The Stretch IRA And Required Minimum Distribution Rules After Death
- Rules For Calculating Required Minimum Distributions (RMDs) During Life
- Strategies To Minimize Or Delay Required Minimum Distribution (RMD) Obligations
