Don’t Miss Out on One of the
LARGEST OPPORTUNITIES
of The Tax Cuts & Job Act!

The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act.  This class is designed for lawyers, financial planners, trustees and CPAs that need to explore the limitations of the 199A deduction and how to design strategies that will help your clients optimize the deduction and reduce the impact of the service business, and nonservice business limitations.

Join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, and estate and asset protection planning attorney, Steven J. Oshins, J.D., AEP (Distinguished), on Tuesday, May 29, 2018 at 9am Pacific Time (12pm Eastern Time) for a special 90-minute encore presentation replay entitled, “The New Section 199A 20% Small Business Deduction – Sophisticated Tax Planning and Trust Strategies for Lawyers, CPAs and Planners”.

On this call, Bob and Steve will cover:

  • Understanding the Overall 20% Deduction and the Troublesome Limitations
  • Understanding the $157,500 Limitation for Trusts and Why This is a Tremendous Opportunity
  • Understanding the Difference Between the Service Business and Other Limitations
  • Designing Incomplete Gift Non-Grantor Trusts to Utilize the $157,500 Limitations
  • Designing Completed Gift Non-Grantor Trusts to Obtain New $157,500 Limitations
  • Designing Separate Trusts for Children and Grandchildren to Optimize the 20% Deduction
  • Planning for Large and Small Real Estate Ventures
  • Planning for Service Businesses such as Health, Law, Accounting and Financial Planning
  • Planning for Non-Service Businesses
  • Planning for the New Kiddie Tax When Property is Held by Children and Grandchildren
  • Using 754 Elections to Create Additional Qualified Property
  • Learn How 10 Children and grandchildren Can Result in an Additional $3,150,000 of Limitation
  • How to use Defined Contribution and Defined Benefit Plans to Reduce Service Business Income
  • Using CRTs for Older Real Estate when the 2.5% of Qualified Property Limitation is Problematic
  • Why Businesses Should Buy not Lease Real Estate
  • How to Redesign an Entity’s Capital Structure to Improve the 20% Deduction
  • How to Use IRC Section 355 to Separate Service and Non-Service Ventures
  • How to Separate Service and Non-Service Ventures in Partnerships and LLCs
  • How to Spin Off Real Property to New Entities to Optimize the 20% 199A Deduction
  • And much more!

Your registration includes: Live participation on the teleconference replay and the PDF handout materials for you and everyone in your office for just $149.

If you are unable to attend, please consider purchasing the On-Demand or would like to purchase the MP3 audio recording or a PDF transcript, you can add these items to your registration for an additional fee during the checkout process.

  • Program Title: The New Section 199A 20% Small Business Deduction – Sophisticated Tax Planning and Trust Strategies for Lawyers, CPAs & Financial Advisors
  • Speaker: ,
  • Date: Tuesday, May 29, 2018
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 90 minutes

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. 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.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.

Steven J. Oshins

Esq., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011.  He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada including the 365-year Nevada dynasty trust law, the charging order laws for Nevada limited liability companies, limited partnerships and corporations and the Restricted LLC and Restricted LP laws allowing for larger valuation discounts than any other state allows.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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