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Detailed Look at How the New Rules in Section 199A for the Deduction for Qualified Business Income of Pass-Thru Entities Work



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Recording and Slides are Available Here


Join Bob KeeblerCPA/PFS, MST, AEP on Thursday January 4th @ 3pm ET for his special LISI webinar focused on how the new pass-through income taxation rules work. This is a “must see” webinar series for all practitioners who have pass-through clients. During the webinar, Bob will cover the following topics:

    • A Policy Perspective – What is Congress Hoping to Achieve with Section 199A
    • Understanding Four Types of Taxpayers:
    • Nonservice Business with Over $315,000 of Taxable Income
    • Nonservice Business with Less Than $315,000 of Taxable Income
    • Specified Service Trade or Business with Income of $315,000 or Less
    • Specified Service Trade or Business with Income over $415,000 or Less
    • What is a Specified Service Trade or Business?
    • Understand the limitation based on W-2 wages and capital
    • Planning for Income Between the Phaseout Limitations – A critical 2017 and 2018 Concept
    • Treatment of Carryover Losses
    • The Impact of the Pass-Thru Deduction on Prior Year Losses
    •  Treatment of Real Estate Income and The 50%  Wage Limitation
    •  The Impact of Reasonable Compensation and Guaranteed Payments
    • The Impact on Qualified REIT Income
    • Relationship to the Net Investment Income Tax
    • Changes in the Accuracy-Related Penalty


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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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