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"The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning"



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Recording and Slides are Available Here


Tax Reform will bring practitioners massive changes in the taxation of business entities. If the top corporate rate drops to 15% and if certain pass-through income is taxed at 15%, many planning issues and strategies will present themselves to business-owner clients, particularly those in pass-through entities. If and when something happens, these clients will be asking their advisors: “What if anything should I do now?”
While most planners have strong understanding of the conceptual aspects of partnership, S-Corp and C-Corp taxation, few of us remember all the intricacies. The best way to prepare for the massive changes is threefold:


1) Refresh your understanding on the current taxation of entities and entity planning,
2) Develop a strong sense of where Congress is likely going, and
3) Join Bob Keebler in his 90 minute LISI webinar where Bob will cover:

·       Strategies for pending tax rate reductions
·       Strategies for the end of net investment income tax
·       Impact on pensions and profit sharing plans
·       The impact of rate reduction on life insurance funded fringe benefit plans, including  split dollar, deferred compensation and executive bonus plans
·       Capital structure considerations and interest expense
·       The taxation of C-Corporations including dividends and sales
·       Application of Section 1202 tax exclusion on small business stock
·       The taxation  of S-Corporations including dividends and sales
·       The taxation of partnerships and LLCs including distributions and sales
·       754 elections compared to S-Corporation treatment
·       Advantages of one level taxation with S-Corps and Partnerships

For those who have a conflict with the date/time (Monday, May 22nd at 3pm EDT), Bob’s session will be recorded. Simply register/pay and you will have unlimited 24 hour access. There will be no CE for Bob’s webinar.

 

All paid attendees will have access to a recorded version of the webinar.

 



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.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.

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After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

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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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