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Stimulus and Tax Bill (CARES) Creates Immediate Planning Opportunities: What Advisors Must Know Now to Help Clients Protect/Save their Business.



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Recording and Slides are Available Here


Early Thursday morning the $2.2 Trillion “CARES Act” which is designed to provide loans and loan forgiveness, tax incentives, credits and deductions to Americans and American businesses passed the Senate with a vote of 96-0. The bill will inject $2 trillion into the American economy, and includes a range of tax rebates, expanded unemployment benefits and a variety of business tax-relief provisions designed to bolster individual, family and business finances.

To make sense of it all, join Bob Keebler in his exclusive LISI Webinar where he reviews the following points:

  • A massive emergency SBA nonrecourse loan program for small businesses with generous forgiveness provisions.   
  • Income Tax-Free SBA loan forgiveness along with key tax Incentives designed to stimulate the U.S. economy
  • Deferral of the Employer side of Social Security Taxes Until 2021 and 2022
  • $1,200 checks to many Americans plus $500/child that will be phased out based on income widely believed to be $75,000
  • Employment Tax Credits to 100% Finance Sick Leave for Small Business
  • Expansion of NOL Carrybacks and Carryforwards
  • Waiver of 2020 RMDs from Qualified Retirement Plans
  • Waiver of 2020 RMDs from IRAs
  • Delayed Filing Dates for Some Returns and Not Others
  • Delayed Payment Dates
  • Retirement Plan and IRA Penalty-Free Distributions – with Repayment Plans over Several Years
  • Retirement Plan Loan Expansion & Relief
  • Delayed IRA and Plan Contribution Dates
  • New Charitable Tax Breaks – Including an above-the-line deduction and Percentage Limitation Rollback  
  • Significantly Delay on the Payment of Employment Taxes
  • 461(l) Excess Loss Limitation Relief
  • Deductible Business Interest Expense Relief


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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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