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Welcome back, Sarah. Here's what's happening with your practice today.

0
AI Queries Today
+18% from yesterday
0
Documents Scanned
+3 new alerts
0
Hours Saved
+2.3h this week
0
Revenue Impact
+$4.2K this month

Recent Activity

Section 199A deduction limits for partnerships?
2 minutes ago 98% confidence
TaxScan analysis completed: Form 1120S
8 minutes ago 3 alerts found
Latest IRS guidance on cryptocurrency taxation
15 minutes ago 12 sources cited
New connection: Tax Attorney specializing in M&A
1 hour ago Los Angeles, CA

Today's Schedule

2:00 PM
Johnson & Associates
Tax Planning Review
Live
4:30 PM
Maria Rodriguez
Individual Consultation
Upcoming
5:45 PM
Team Standup
Internal Meeting
Upcoming

Weekly Performance

142
Mon
189
Tue
106
Wed
213
Thu
167
Fri
AI Queries

AI Research

Get instant answers to complex federal and state tax questions

Recent Chats

Section 199A deduction limits...
2 min ago
TCJA entertainment expenses...
1 hour ago
State tax nexus requirements...
Yesterday
TaxAI Research Assistant
Federal & State Law Code References Real-time Updates
Hello! I'm your AI tax research assistant. I can help you with complex federal and state tax questions. What would you like to research today?
Just now
Can you explain the Section 199A deduction limits for a partnership with multiple business activities?
2 minutes ago
Section 199A Deduction for Partnerships with Multiple Activities

The Section 199A deduction for partnerships with multiple business activities involves several key considerations:

1. Activity-Level Analysis (IRC § 199A(c)(1))
• Each trade or business must be evaluated separately
• W-2 wages and UBIA limitations apply at the activity level
• Aggregation rules under Reg. § 1.199A-4 may apply

2. Taxable Income Limitation
• Overall limitation of 20% of taxable income minus net capital gains
• Applied after combining all QBI activities

3. Specified Service Trade or Business (SSTB) Rules
• Different treatment for SSTB vs. non-SSTB activities
• Phase-out thresholds for 2024: $364,200 (MFJ), $182,050 (others)

References:
• IRC § 199A(b)(2)(B) - Partnership application
• Reg. § 1.199A-6 - Relevant pass-through entities
• Form 8995-A - Qualified Business Income Deduction
1 minute ago
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TaxScan Pro

Automated document review and process optimization

Upload Tax Documents

Drag & drop or click to upload 1040, 1065, 1120, 1120-S returns

Supported: PDF, JPG, PNG, TIFF (Max 10MB each)

Latest Analysis Report

Generated: Just now 95% accuracy
⚠️
2
Critical Alerts
📋
5
Review Points
💡
8
Optimization Insights
Mathematical Error - Line 12a
Calculated value $45,230 doesn't match entered amount $43,230
Missing Schedule K-1
Partnership income reported but no supporting K-1 attached
Potential QBI Deduction
Client may qualify for additional $8,400 Section 199A deduction
Home Office Opportunity
Unreported home office expenses could save $2,100 in taxes

Professional Network

Connect with tax professionals and expand your practice

127
Active Connections
+12 this month
38
Referrals Sent
+5 this week
4.8
Expertise Rating
+0.2 improvement

Your Network

Michael Rodriguez
Michael Rodriguez
Tax Attorney • M&A Specialist
Los Angeles, CA
Corporate Tax M&A
Lisa Thompson
Lisa Thompson
CPA • International Tax
New York, NY
International Transfer Pricing
David Park
David Park
Tax Manager • Estate Planning
Chicago, IL
Estate Tax Trust Planning
Jennifer Walsh
Jennifer Walsh
Senior Tax Consultant
"I'd like to connect regarding partnership tax strategies"

Network Activity

New connection request
Jennifer Walsh wants to connect
5 minutes ago
Referral completed
Client referred to Lisa Thompson
2 hours ago
New message
David Park sent you a message
1 day ago

Marketing Suite

Automated marketing campaigns for tax professionals

8
Active Campaigns
+2 this month
342
New Leads
+28% this week
12.4%
Conversion Rate
+3.2% improvement
485%
ROI
+67% this quarter

Campaign Manager

Tax Season 2024 Prep
Email Campaign
Live
1,247
Sent
34.2%
Open Rate
8.7%
Click Rate
23
Leads
Q4 Business Tax Updates
Social Media
Live
2,834
Reach
186
Engagement
42
Shares
12
Leads

AI Content Generator

Email Templates
AI-generated email campaigns
Social Posts
LinkedIn & Twitter content
Blog Articles
Tax insights & thought leadership
Ad Copy
Google & Facebook ads

Performance Overview

Email
Social
Ads

Smart Scheduling

Intelligent appointment scheduling and calendar management

23
This Week
+3 from last week
87%
Utilization Rate
+5% improvement
$18.4K
Weekly Revenue
+12% increase
4.9
Client Satisfaction
+0.1 improvement

Weekly Calendar

December 18-24, 2024
Mon18
Tue19
Wed20
Thu21
Fri22
9:00 AM
10:00 AM
11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
4:00 PM
5:00 PM
Johnson & Associates
10:00-10:50
Tax Review
1:00-1:50
Maria Rodriguez
12:00-12:50
Current: Tax Planning
2:00-2:50
Estate Planning
3:00-3:50
Team Meeting
10:00-10:50

Today's Appointments

2:00 PM
Johnson & Associates
Tax Planning Review
In Progress
4:30 PM
Maria Rodriguez
Individual Consultation
Upcoming
5:45 PM
Team Standup
Internal Meeting
Upcoming

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