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Annual Tax Update

  • 01/08/2020
  • 12:00 PM - 2:30 PM
  • Chapel Grille, 3000 Chapel View Blvd., Cranston, RI 02920

Registration


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PRESENTATION   

Join Pat Thompson as she discusses many tax provisions including:

  • How to maximize the qualified business income deduction for a taxpayer in a specified service business
  • Rental real estate as a trade or business for the qualified business income deduction
  • State income tax limitation and the RI entity level tax
  • State real estate tax limitation and the home office deduction
  • Retirement changing under the Secure Act
  • Retroactive changes back to 2018 for individual provisions, and more...

SPEAKER

Patricia A. Thompson, CPA, MST, PFS

Pat received a Master of Science in Taxation degree from Bryant College. She has significant experience working with many closely held businesses and their owners in the manufacturing, real estate, service and wholesale industries and extensive knowledge about complex tax transactions including multi-state tax returns, real estate transactions and like-kind exchanges.  Pat joined Piccerelli, Gilstein & Company, LLP in 1978. 

This presentation has been submitted for 2 CFP credits


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