Tax Reform Answers:
Addressing Accountants’ Biggest Questions
Join us and nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a special 90-minute presentation entitled, “Tax Reform Answers: Addressing Accountants’ Biggest Questions”.
During this informative presentation Bob will address the biggest questions that have been asked by members of the CPA profession about the Tax Cuts & Jobs Act. The presentation will include a variety of essential, and often misunderstood aspects of tax reform and suggest helpful strategies to benefit clients, including but not limited to:
- Understanding the $157,500 limitation for trusts and why this is a tremendous opportunity
- Designing separate trusts for children and grandchildren to optimize the 20% deduction
- Planning for the new kiddie tax when property is held by children and grandchildren
- Learn how 10 children and grandchildren can result in an additional $3,150,000 of limitation
- Designing incomplete gift non-grantor trusts to utilize the $157,500 limitations
- Designing completed gift non-grantor trusts to obtain new $157,500 limitations
- Understanding the overall 20% deduction and the troublesome limitations
- Planning for large and small real estate ventures
- Why businesses should buy not lease real estate
- Using CRTs for older real estate when the 2.5% of qualified property limitation is problematic
- Understanding the difference between the service business and other limitations
- Planning for service businesses such as health, law, accounting and financial planning
- Planning for non-service businesses
- How to use defined contribution and defined benefit plans to reduce service business income
- Using 754 elections to create additional qualified property
- 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
Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript can be added during the checkout process for an additional fee.
- Program Title: Tax Reform Answers: Addressing Accountants’ Biggest Questions
- Speaker: Robert S. Keebler
- Duration: 90 minutes
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ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) 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 Planners & Councils. 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. 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…
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.