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Tax Differences Between Entities
Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 2 of A 3 Part Series
3 Part Series for the Price of 2



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Recording and Slides are Available Here


Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advisors working with business owners, it is critical that you understand the differences in business entity types in order to properly advise your clients and uncover all the planning opportunities.  Advisors who lack knowledge in this growing area will be left behind.  It is important to understand the legal and tax differences between the various entity types to best advise clients and find sales opportunities.

Their three-part series is designed to get you quickly up to speed and will cover the following topics:

Part 2 - Tax Differences Between Entities (December 6 @ 1pm ET)

  1. Review C Corporation taxation under Subchapter C
  2. Review S Corporation Taxation under Subchapter S, including what rules under Subchapter C apply to S Corporations
  3. Review Partnership Taxation and highlight the flexibility provided under Subchapter K
  4. Discuss Limited Liability Companies and how they are taxed (partnership, corporation, or disregarded entity)
  5. What are the Employment Tax Considerations under each type of entity
  6. Life insurance payable to partnerships, C-corps, and S-corps, and how life insurance impacts S-corps accumulated adjustments account (AAA) and other adjustments account (OAA)
  7. Basis implementation
  8. A Comparison of the different taxation types
  9. 199A Planning Considerations impacting entity selection

 



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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


Michael Geeraerts, CPA, JD, CGMA, CLU is an advanced planning consultant at The Guardian Life Insurance Company of America. Prior to joining Guardian, Michael was a manager at PricewaterhouseCoopers LLP and a tax consultant at KPMG LLP. Michael’s experiences range from preparing tax returns for middle market companies, auditing mutual funds’ financial statements, to researching unique tax savings strategies for various companies. Michael has written articles for numerous national publications and has delivered continuing education courses to CPAs and attorneys on a variety of estate, business, and income tax planning strategies.


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