What Type of Business Entity
 Is Best Under the New Tax Laws - -
and Should Your Clients Switch?

Since the Tax Cuts and Jobs Act came into effect on January 1, there’s been lots of talk about Section 199A (the 20% small business deduction) and the lower corporate tax rate (21%), but not much in-depth analysis of how to maximize these for your business owner clients… through the choice of business entity. (And even less attention on how to change an existing entity to a better one, as painlessly as possible.)

Whether you’re a financial planner, CPA or estate planning attorney, you have a great opportunity (as well as obligation) to properly advise your clients on how to best organize and manage their business entities now that the tax laws have dramatically changed.

You need to know:

  • The unique and different tax treatment of partnerships, S-Corps, LLC’s, C-Corps and other business entities
  • How 199A, the time value of money and the new math of double taxation should change your thinking about the choice of entity
  • When an S-Corp is better than an LLC for 199A purposes and when an LLC is better than an S-Corp
  • When a C-Corp is the best choice to quickly reduce debt or because of IRC Sections 1202 and 1045
  • The benefit of converting from one entity to another (and how to explain it to clients and then do it!)
  • How an alphabet soup of special issues can impact the choice (or change) of business entity, including:
    • PHC
    • E&P
    • AAA
    • OAA
    • QSSS
    • QSST
    • ESBT
    • And others!!

Please join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a 90-minute presentation entitled, “Choice of Business Entity after the Tax Cuts and Jobs Act”.

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording.  A PDF transcript of the program may be added onto your purchase for an additional fee during the checkout process.

If you are unable to attend the teleconference replay, you may purchase the On-Demand option and download the PDF handouts and MP3 audio recording right away.

  • Program Title: Choice of Business Entity After the Tax Cuts and Jobs Act
  • 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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