Tax Reform Has Created HUGE Opportunities
for Clients with Real Estate!

(But, there are also some traps for the unwary you better watch out for!)

Whether you’re a financial advisor, CPA, or tax or estate planning attorney, be sure to listen in on one of the nation’s leading CPAs and tax experts - - Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, presentation entitled, “Tax Planning for Real Estate Under the Tax Reform Bill”.

In this content-filled, 90-minute presentation, Bob will cover the following:

  • Understanding the 20% small business deduction including testing on an entity-by-entity basis
  • Developing estate plans for real estate investors while protecting the income tax benefits
  • Learning why deleveraging certain entities and increasing debt on other may increase your 20% deduction and reduce your effective tax rate
  • Understanding the 30% interest limitation and understand the adverse impact of entity-by-entity basis
  • Learn the adverse impact of electing out of the interest limitation and being forced to use ADS depreciation and lose bonus depreciation
  • Learn why Section 754 takes an increased importance
  • Develop an understanding of cost segregation studies the many benefits and the potential adverse impact under the tax reform bill
  • Understand the impact on the NIIT
  • Learn about the loss limitations under Sections 461, 465 and 469
  • Learn how to compute the 2.5% of assets test including the adverse impact of Section 179 Deductions
  • Understand “unadjusted” basis including the trap under the 10 year rule
  • Over a dozen easy to understand examples of the 20% and 30% tests, along with bonus depreciation and Section 179 Deductions
  • Review of the statutory construction of the 20% small business deduction with an emphasis on real estate
  • Traps for lawyers, CPAs and planners doing asset protection and estate planning with multiple entities
  • Leading estate and income tax planning strategies for real estate developers and investors
  • Learn how to freeze values and retain the opportunity for a step-up
  • Treatment of Trusts owns real estate and the potential use of NINGs and other non-grantor trusts
  • And much, much more!

 

  • Program Title: Tax Planning for Real Estate Under the Tax Reform Bill
  • Speaker:
  • 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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