Tax Reform Looks to Bring Massive Changes

to the Taxation of Business Entities!

(And you better be on top of it and
know how to advise your business-owner clients!)

If the top corporate rate drops to 15% and if certain pass-through income is taxed at 15%, many planning issues and strategies will present themselves to business-owner clients, particularly those using pass-through entities.

It’s only a matter of time before your clients will be coming to you asking: “What should I do now?”

And you better be ready and have answers for them!

While many estate planners have a grasp on the conceptual aspects of partnership, S-Corp and C-Corp taxation, very few remember all the intricacies and know how Trump’s Tax Reform will impact client planning.

That’s why we’ve enlisted the help of nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA.  Join us on Tuesday, June 27th, 2017 at 9am Pacific Time (12pm Eastern Time) for a very special and timely teleconference entitled, “The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning”.

During this 90-minute teleconference, Bob will cover:

  • Strategies for pending tax rate reductions
  • Strategies for the end of the net investment income tax (“NIIT”)
  • What these changes mean for pension and profit sharing plans
  • The impact of the pending tax rate reduction on life insurance funded fringe benefit plans, including split dollar, deferred compensation and executive bonus plans
  • Capital structure considerations and interest expense
  • The taxation of C-Corporations including dividends and sales
  • Application of Section 1202 tax exclusion on small business stock
  • The taxation  of S-Corporations including dividends and sales
  • The taxation of partnerships and LLCs including distributions and sales
  • 754 elections compared to S-Corporation treatment
  • Advantages of one level taxation with S-Corps and Partnerships
  • Plus, Bob will provide you some expert insight as to where Congress is likely going with this pending Tax Reform!

SPECIAL BUNDLE OFFER

If you combine your registration with this teleconference and Bob’s upcoming 60-minute teleconference entitled, “The Trump Tax Plan: An Overview” on Tuesday, June 13th, you can save $50 on your total purchase.  Simply enter the promo code REFORM when checking out.  Both programs must be purchased at the same time for the promotion to work.  If you’ve already registered for one of these programs, please contact our office at [email protected] to inquire about how to take advantage of this special bundle offer.

  • Program Title: The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning
  • 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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SPECIAL BUNDLE OFFER

If you combine your registration with this teleconference and Bob’s upcoming 60-minute teleconference entitled, “The Trump Tax Plan: An Overview” on Tuesday, June 13th, you can save $50 on your total purchase.  Simply enter the promo code REFORM when checking out.  Both programs must be purchased at the same time for the promotion to work.  If you’ve already registered for one of these programs, please contact our office at [email protected] to inquire about how to take advantage of this special bundle offer.