Planning for Professional Practices
& Other Business Entities
Under the Tax Reform Bill

Whether you’re a financial advisor, CPA, or tax or estate planning attorney, be sure to join us and one of the nation’s leading CPAs and tax experts - - Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, on Thursday, February 1, 2018 at 11am Pacific Time (2pm Eastern Time) for a 90-minute encore presentation replay entitled, “Planning for Professional Practices & Other Business Entities Under the Tax Reform Bill”.

During this presentation, Bob will be covering the following:

  • What is Congress Hoping to Achieve with The 20% Small Business Deduction
  • Running the Math for a Traditional Business
  • How are Professional Service Firms Treated Under Section 199A
  • Running the Math for Real Estate Investors
  • Understanding The Four Types of Taxpayers
  • Nonservice Business with Over $315,000 of Taxable Income
  • Nonservice Business with Less Than $315,000 of Taxable Income
  • Specified Service Trade or Business with Income of $315,000 or Less
  • Specified Service Trade or Business with Income over $415,000
  • What is a Specified Service Trade or Business?
  • Planning for Income Between the Phaseout Limitations – A Critical Concept
  • How to Use Defined Benefit and Defined Contribution Plans to Reduce Income
  • How to Design Capital Structures for Service Businesses, Traditional Businesses and Real Estate Entities
  • Understanding the 2.5% Test and Why the Entity-By-Entity Basis is a Trap for the Unwary
  • Separating Professional Service Firms into a Traditional Business and a Service Firm
  • Understanding the limitation based on W-2 wages and capital
    • Treatment of Carryover Losses
    • The Impact of the Pass-Thru Deduction on Prior Year Losses
    • Treatment of Real Estate Income and The 50% Wage Limitation
    • The Impact of Reasonable Compensation and Guaranteed Payments
    • The Impact on Qualified REIT Income
    • Relationship to the Net Investment Income Tax
    • Understanding the Interest Limitation on an Entity-By-Entity Basis
  • Changes in the Accuracy-Related Penalty
  • And much, 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 $159.  If you are unable to attend 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: Planning for Professional Practices & Other Business Entities Under the Tax Reform Bill
  • Speaker:
  • Date: Thursday, February 1, 2018
  • Time: 11:00 am PT (2:00 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.

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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