Step 1: Tell clients of new complexity – and your extra work.
By Stephen Nelson
Wow. This Sec. 199A deduction… a big deal, right? Lots of opportunity for taxpayers. Lots of complexity for their tax advisors. And basically, no time to first learn and then apply the new law.
- Purchase and download Nelson’s New eBook: Maximizing Sec. 199A Deductions here
or learn more here
Given this, CPA Trendlines suggested I share our firm’s checklist for handling Sec. 199A deduction work for clients this tax season.
Don’t worry, I’ll make this quick. You and I both have tax returns to prepare, review and sign.