Advanced-Level Planning Strategies Under IRC 199A
to Help You Save Your Clients More Taxes

The Section 199A 20% small business deduction has been one of the largest opportunities in the Tax Cuts and Jobs Act.  Now that you’ve received an overview of the recently released proposed regulations it is now helpful to take a more advanced-level, in-depth course where you will learn how to help utilize these new proposed regulations to save your clients more taxes—and make yourself a hero in the process!

Please join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA for a special, exclusive presentation entitled, “Save Your Clients More Taxes with Advanced Strategies Under New Section 199A Regulations”.

During this 90-minute advanced-course, Bob will cover the following:

  • An understanding of the new proposed regulations and why lawyers need to wrap their minds around this
  • How 199A impacts the administration of estates
  • How you can use trusts to increase the 199A deduction
  • The interrelationship of 199A and the flow of DNI
  • Fiduciary tax planning when QBI exists – how to guide trustees and PRs
  • Understanding and using the aggregation rules and when not to aggregate
  • Understanding self-rental and Service Businesses
  • 199A and 1031 Exchanges
  • Basis at death and the regulation’s adverse position on 754 elections – a major planning opportunity
  • Choice of Entity – S-Corp – C-Corp and LLC (don’t just be the “drafting attorney”!
  • Remaining “Crack and Pack” strategies
  • How to design trusts to overcome the new regulations
  • How to use defined contribution and defined benefit plans to reduce income below the threshold limitations
  • Review of comprehensive planning opportunities
  • And much, much more!

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

  • Program Title: Save Your Clients More Taxes with Advanced Strategies Under New Section 199A Regulations
  • 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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