Section 199A E-Book: “Qualified Business Income Deduction” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM

Most estate planning professionals are already very well aware that one of the—if not the—most important and valuable provisions of the Tax Cuts and Jobs Act (“TCJA”) is the Code Section 199A and the 20% Qualified Business Income (“QBI”) 20% deduction of non-corporate taxpayers.

However, the material surrounding Section 199A is complex and trying to understand and digest what you need to know about it from all of the resources out there can be extremely time-consuming, frustrating, and expensive.  This is why you need this in-depth downloadable PDF e-Book at your fingertips!

In just over 130 pages, nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA and his partner, Peter J. Melcher, J.D., MBA, LL.M., will explain everything that you need to know about Section 199A so that you can confidently and adequately recommend and implement this strategy with your clients!

VIEW TABLE OF CONTENTS

 

This e-Book is immediately delivered by e-mail in a printable Adobe® PDF file for you and your entire office for just $159.  Buy and download your copy today!

Reviews

  1. Steve Oshins, JD

    I read the entire 199A book authored by Bob Keebler and Pete Melcher. In fact, once I started reading it, I lost track of time and later realized that I had read the entire book in one sitting! It was THAT GOOD!!! It is the first and only book of its kind that goes through every angle of the 199A pass-thru business deduction rules, so I can’t think of any reason why EVERY attorney, EVERY accountant, EVERY financial advisor and EVERY trust officer shouldn’t own it and read it from cover-to-cover. The book does a great job of going through the 199A rules using understandable descriptions of complex rules with many real-world examples illustrating how the rules apply and how to maximize the deductions by following certain strategies to shift taxable income, modify the choice of business entity, create non-grantor trusts to create additional taxpayers to take further advantage of the 199A rules, among other creative techniques. Kudos to Bob and Pete for this contribution to the industry!

  2. Stephan Leimberg

    Over 100 pages on the Qualified Business Income Deduction? Do we really need this? You bet we do! If your clients include sole proprietorships, partnerships, LLCs, S corporations, trusts, estates, qualified cooperatives and real estate investment trusts (REITs), you need to read (and reread!) this book! The strength of this new Keebler-Melcher book is the incredible number of examples the authors have inserted so that every point they make is immediately illustrated with practical examples—and with voluminous citations so you can check directly with the law to confirm their comments and suggestions.

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ABOUT THE AUTHORS

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils.  He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession.  His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.  Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

[email protected]
920.593.1701

Peter J. Melcher, J.D., MBA, LL.M. is a Partner with Keebler & Associates, LLP. He specializes in tax planning for high net worth individuals. Peter has extensive experience in domestic and foreign estate planning, business succession planning and income tax planning for investors and corporate executives.  He also implements sophisticated tax strategies like FLPs, GRATs, IDGT sales and charitable trusts as well as prepares private letter ruling requests.  Peter is a frequent author for national tax journals including Estate PlanningTrusts & EstatesTAXESthe Real Property Probate and Trust Reportthe Practical Tax Lawyerthe Journal of Financial PlanningThe Estate Planning Review, and the Marquette Elder’s Advisor. Peter is a member of the State Bars of Wisconsin and Illinois. He received his law degree from the University of Wisconsin-Law School, his Masters of Law in Taxation from DePaul University and his Masters of Business Administration from the University of Chicago.

Prior to joining Keebler & Associates, LLP Peter was a Senior Tax Manager with Baker Tilly Virchow Krause, LLP.

[email protected]

920.883.9575