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Section 199A

Final Section 199A Regulation Correction: Separate v. Separable

March 15, 2019 By Stephen Nelson CPA

Section 199A final regulation correction changes "separate" books requirement.

On February 1, 2019, the IRS published a corrected version of their final regulations for Section 199A (available here). The corrections include a … [Read more...] about Final Section 199A Regulation Correction: Separate v. Separable

Filed Under: business taxes, individual income taxes, Section 199A

Section 199A Qualified Business Income Adjustments

February 8, 2019 By Stephen Nelson CPA

Picture for qualified business income adjustments blog post,

The new Section 199A deduction gets complicated for dozens of reasons. But one nearly hidden complexity? The qualified business income adjustments, or … [Read more...] about Section 199A Qualified Business Income Adjustments

Filed Under: Section 199A

Salvaging Partnership Section 199A Deductions

January 10, 2019 By Stephen Nelson CPA

For partnership Section 199A blog post, a picture of Large tracked excavator working a steel pile at a metal recycle yard, France

You have probably already heard the bad news. Partnership Section 199A deductions get limited or even eliminated in many situations. If you’re a … [Read more...] about Salvaging Partnership Section 199A Deductions

Filed Under: business taxes, Section 199A

Publication 535 Fleshes Out Additional Section 199A Details

December 22, 2018 By Stephen Nelson CPA

Picture of jets on tarmac in Zurich, gridlocked. A metaphor for CPA firms waiting for Section 199A final regulations.

A first version of some of the pages in 2018 IRS Publication 535 appeared a few days ago. (See here.) And conveniently the pages provide additional … [Read more...] about Publication 535 Fleshes Out Additional Section 199A Details

Filed Under: Section 199A

Section 199A Qualified Business Income Deduction Danger Zones

December 19, 2018 By Stephen Nelson CPA

Some bad news I’m afraid.  The new Section 199A qualified business income deduction creates a number of danger zones for taxpayers and their tax … [Read more...] about Section 199A Qualified Business Income Deduction Danger Zones

Filed Under: business taxes, individual income taxes, Section 199A

Real Estate Broker Section 199A Deduction

December 10, 2018 By Stephen Nelson CPA

Couple standing with real estate agent selling them a home

If you’re a real estate agent or broker, you may wonder whether the new Section 199A deduction works for you. And the short answer: Probably you … [Read more...] about Real Estate Broker Section 199A Deduction

Filed Under: business taxes, individual income taxes, real estate, Section 199A

Section 199A Rental Property Trade or Business Definition

September 17, 2018 By Stephen Nelson CPA

Even small investors should benefit from the Section 199A rental property deduction.

Section 199A potentially gives real estate investors a deduction equal to 20% of their rental income. Some real estate investor with, say, $100,000 … [Read more...] about Section 199A Rental Property Trade or Business Definition

Filed Under: individual income taxes, investment, personal finance, real estate, Section 199A

The Retirement Saving Section 199A Deduction Connection

August 20, 2018 By Stephen Nelson CPA

Picture of Young businessman standing in front of sketched charts and signs on a blackboard for the retirement savings Sec. 199A blog post

Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend … [Read more...] about The Retirement Saving Section 199A Deduction Connection

Filed Under: investment, personal finance, real estate, Section 199A

The Section 199A Section 1031 Conundrum

June 18, 2018 By Stephen Nelson CPA

Picture of hand adding brick to a gap in the wall isolated on a white background

A reader of our “Maximizing Section 199A Deductions” monograph recently e-mailed to ask about the Section 199A Section 1031 connection. His … [Read more...] about The Section 199A Section 1031 Conundrum

Filed Under: business taxes, individual income taxes, real estate, Section 199A

Section 199A Changes Investment Portfolio Construction

June 4, 2018 By Stephen Nelson CPA

Sec. 199A changes investment portfolio construction.

The new Section 199A "pass-thru" deduction mostly matters to sole proprietors, partnerships, S corporations and real estate investors. In a … [Read more...] about Section 199A Changes Investment Portfolio Construction

Filed Under: individual income taxes, investment, personal finance, Section 199A

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Featured Posts

Trump Savings Accounts provide a slick way for parents to save money for kids.

Trump Savings Accounts – Free Money from the Government

Child focused tax benefits have taken on many forms over the years.  We've had child tax credits, dependent care credits, education credits, 529 … [Read More...] about Trump Savings Accounts – Free Money from the Government

Combine Section 1031 like-kind exchanges with Section 168(k) bonus depreciation to create large deductions.

Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

Real estate investors know about bonus depreciation. They also know about 1031 like-kind exchanges. But not everyone realizes that the two rules can … [Read More...] about Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

100% bonus depreciation creates new opportunities for investors and entrepreneurs

The Section 168(k) Bonus Depreciation Purchased Requirement

You can get 100% bonus depreciation on tangible personal property assets you purchase and place into service after January 19, 2025. That seems … [Read More...] about The Section 168(k) Bonus Depreciation Purchased Requirement

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