Tax Planning in 2023
is Even More Challenging for Estate Planners!
Whether you’re a CPA, financial advisor, or estate or tax attorney, we are always talking to our clients about planning beyond the Living Trust. Very often it is too complex for them to understand or not compelling enough for them to do it. This new book by Bob Keebler breaks down the top 40 tax planning ideas in a way that you can use it when you’re in front of a client or even give a client short, easy-to-read handouts that can actually motivate and convince your clients to do something!
Nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, and his partner, Peter J. Melcher, J.D., MBA, LL.M., have worked hard to update their wildly popular e-Book, “The Top 40 Tax Planning Opportunities” for 2023 with what they’ve deemed the top 40 tax planning opportunities for your clients so that you can be well-informed and prepared to better advise your clients.
“This book is fantastic! I’ve been able to take chapters and pages from it and use it right as client handouts. I’ve also been able to take a lot of the concepts in Bob’s book and create a brand new seminar out of it! Thanks, Bob!”
– Philip Kavesh, J.D.
This book breaks down these opportunities into the following categories:
- Bracket Management Strategies
- Income Smoothing Strategies
- Income Shifting Strategies
- Reducing Taxable Income Strategies
- Specific Net Investment Income Tax Strategies
- Wealth Transfer Strategies
- IRC Section 199A Planning
Originally released in 2019, the 2023 update includes:
- IRC § 199A Overview
- Managing IRC § 199A Limitation Amounts
- Choice of Entity Decision After the TCJA–Converting a Pass-Through Entity to a C Corporation
- Using Multiple Trusts to Enhance the Benefits of IRC § 199A
- Aggregating Trades or Businesses to Increase the § 199A Deduction
- Ten More Must Know Strategies for 2023
- Trust Decanting
- S-Election to Save Employment Taxes
- Qualified Small Business Stock
- Opportunity Zones
- Puerto Rico Tax Incentives
- Timing the NQSO Exercise Decision
- Cost Segregation
This e-Book is immediately delivered by e-mail in a printable Adobe® PDF file for you and your entire office for just $159.
Buy and download your copy today!
ABOUT THE AUTHORS
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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 Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
Peter J. Melcher, J.D., MBA, LL.M. is a Partner with Keebler & Associates, LLP. He specializes in tax planning for high net worth individuals. Peter has extensive experience in domestic and foreign estate planning, business succession planning and income tax planning for investors and corporate executives. He also implements sophisticated tax strategies like FLPs, GRATs, IDGT sales and charitable trusts as well as prepares private letter ruling requests. Peter is a frequent author for national tax journals including Estate Planning, Trusts & Estates, TAXES, the Real Property Probate and Trust Report, the Practical Tax Lawyer, the Journal of Financial Planning, The Estate Planning Review, and the Marquette Elder’s Advisor. Peter is a member of the State Bars of Wisconsin and Illinois. He received his law degree from the University of Wisconsin-Law School, his Masters of Law in Taxation from DePaul University and his Masters of Business Administration from the University of Chicago.
Prior to joining Keebler & Associates, LLP Peter was a Senior Tax Manager with Baker Tilly Virchow Krause, LLP.