You Need to Know the Special Tax Rules
of REITs & MLPs
With low interest and dividend rates and higher income tax rates, investors are searching for greater yield and tax shelter.
Alternatives to stocks and bonds are becoming more attractive - - particularly real estate and oil and gas. These alternatives investments are often structured as Real Estate Investments Trusts (REITs) or Master Limited Partnerships (MLPs).
As a CPA and estate planning professional, you need to understand the special tax rules of REITs and MLPs before you can advise clients on their tax and financial planning.
Join us and nationally renowned tax authority, Robert S. Keebler, CPA, MST, AEP (Distinguished) for a very special, straightforward program entitled, “Taxation of REITs & MLPs”.
On this 90-minute program, we will address:
- Understanding REITs
- The different types of REITs
- Special tax benefits relating to real estate investments
- The specific tax rules that apply to REITs
- Advantages and disadvantages of REITs
- Understanding MLPs
- Their structure
- Special tax benefits relating to oil and gas investments
- The difference between operating (working) and non-operating interests
- Advantages and disadvantages of MLPs
- And much more!
- Program Title: Taxation of MLPs & REITs
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording.
SKU RSK081413ODSP
Includes: Printed Handout Materials, CD-ROM(s) with PDF handouts and audio recording.
SKU RSK081413ODPP
+S&H
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.