FPA of Southern Arizona: March Breakfast Meeting

  • Wednesday, March 14, 2018
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719

The Tax Cuts and Jobs Act of 2017: 
Explaining the 20% Tax Deduction for Pass-Through Entities 


  • Financial planners in attendance will gain some much needed clarity on the Tax Cuts and Jobs Act of 2017's newly-imposed 20% deduction for pass-through entities
  • We will introduce the new IRC §199A and define Qualified Business Income (QBI), since many business owners will be asking their financial planner for clarity on this.
  • We will illustrate through examples the phase-out of the §199A deduction for specified service trades or businesses.



March 14th, 2018



Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 


Members $15 / Guests $40 (No CE credits)
First time breakfast guest fee - complimentary (No CE credits)       

Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM  

2 Hrs of CE Credits for FPA Members    



RSVP  to Gerry Oldenski by Friday,
March 9, 2018 at  



To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid



About the Speaker:

Kevin Donovan, CPA, EA, FSPA, FCA  

Kevin Donovan, CPA, EA, FSPA, FCA began his career in public accounting. After earning his Bachelor's of Science in Accounting from Syracuse University and becoming a CPA, he eventually became a partner at his CPA firm in New York. Having always had an interest in pensions, he later became an enrolled actuary and founded Pinnacle Plan Design, LLC, a Tucson-based third-party administrator for employer-sponsored qualified retirement plans. Kevin is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.


FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283

Connect with Us!

Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix.