Don’t Miss Out on One of the
of The Tax Cuts & Job Act!
The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This class is designed for lawyers, financial planners, trustees and CPAs that need to explore the limitations of the 199A deduction and how to design strategies that will help your clients optimize the deduction and reduce the impact of the service business, and nonservice business limitations.
Join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, and estate and asset protection planning attorney, Steven J. Oshins, J.D., AEP (Distinguished), for a special 90-minute presentation entitled, “The New Section 199A 20% Small Business Deduction – Sophisticated Tax Planning and Trust Strategies for Lawyers, CPAs and Planners”.
During this presentation, Bob and Steve will cover:
- Understanding the Overall 20% Deduction and the Troublesome Limitations
- Understanding the $157,500 Limitation for Trusts and Why This is a Tremendous Opportunity
- Understanding the Difference Between the Service Business and Other Limitations
- Designing Incomplete Gift Non-Grantor Trusts to Utilize the $157,500 Limitations
- Designing Completed Gift Non-Grantor Trusts to Obtain New $157,500 Limitations
- Designing Separate Trusts for Children and Grandchildren to Optimize the 20% Deduction
- Planning for Large and Small Real Estate Ventures
- Planning for Service Businesses such as Health, Law, Accounting and Financial Planning
- Planning for Non-Service Businesses
- Planning for the New Kiddie Tax When Property is Held by Children and Grandchildren
- Using 754 Elections to Create Additional Qualified Property
- Learn How 10 Children and grandchildren Can Result in an Additional $3,150,000 of Limitation
- How to use Defined Contribution and Defined Benefit Plans to Reduce Service Business Income
- Using CRTs for Older Real Estate when the 2.5% of Qualified Property Limitation is Problematic
- Why Businesses Should Buy not Lease Real Estate
- 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
- And much more!
Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished), CGMA
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…
Esq., AEP (Distinguished)
Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named one of the 24 “Elite Estate Planning Attorneys” and the “Top Estate Planning Attorney of 2018” by The Wealth Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® which also named him Las Vegas Trusts and Estates/Tax Law Lawyer of the Year in 2012, 2015, 2016, 2018, 2020 and 2022. Steve has…
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.