Review Detail

Bob, thanks for the refresher course on Section 199 and your continued emphasis on getting in front of this topic, both for advisers themselves and also their clients to whom this applies. Your idea of focusing on the Defined Benefit and Defined Contribution and Profit-Sharing plans to shelter income is a great one. I am aware of several people already doing this (prior to the new law) and it is a tremendous benefit in reducing taxable income. Please keep up the great work!