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199A and Specified Service Businesses



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Recording and Slides are Available Here


With the tax filing season right around the corner, it’s vital that advisors have a clear understand of the complicated rules in Section 199A regarding “Specified Service Trades or Businesses." The definition in the statute is broad and flexible, however the proposed regulations remove uncertainty for many businesses.

In his exclusive LISI webinar, Bob Keebler will review the new regulations regarding “Specified Service Trades or Businesses” and will cover the following hot topics and concepts: 

  
  • Review what is a “Specified Service Trade or Business” and which professions are subject to the SSTB test

  • Review examples of running the math for a traditional business and real estate investors

  • Understand how self-rentals are treated

  • Learn the 5% and 10% tests

  • Understand the four types of taxpayers

  • Demonstrate planning for income between the Phaseout Limitations

  • Show how to use defined benefit and defined contribution plans to reduce income; Bob will demonstrate why this is an amazing opportunity for planners to market qualified retirement plans to their medical and dental clients

  • Show how charitable giving and oil and gas investments can reduce income to below the $315,000 threshold

  • Examples of how to design capital structures for various business entities

  • Demonstrate how the limitation based on W-2 wages and capital operates

  • Learn whether your client should be an S-Corp, LLC or perhaps a C-Corp


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

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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. 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 250 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 the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - ""Family Tax Planning Forum,"" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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