
Bundled Suite of Bob Keebler's Updated PPT Decks That Advisors Can Use
Want to stay the cutting edge with clients and other advisors regarding the changes made by tax reform? Then consider using Bob Keebler’s suite of 3 PowerPoint decks with clients and other advisors.
They review all of the important changes made by TCJA 2017, including those made by the 199A small business income deduction, including the final regulations. This suite of PowerPoint decks that you can custom brand and use with clients cover the waterfront of issues you need to address with clients:
Deck #1: Tax Cuts & Jobs Act- Client Impact
- Individual changes, including bracket reduction, the increased standard deduction, elimination of personal exemptions, the increased child/family credit, the increased AMT exemption, the new SALT and mortgage deduction rules and the real of the PEASE limitation
- Business changes, including the new 21% corporate rate. Increased expensing for capital items, new business interest and business loss limitations, modification of the NOL rules, like-kind exchange rule changes, and the new 20% pass-through deduction;
- Estate tax changes, including the doubling of the exemption to $11.4 million.
Deck #2: 199A: A Business Teaching Guide for Clients
- Overview of how the 20% pass-through deduction works
- Who are “eligible taxpayers"
- The 4 business classifications
- Understanding “Specified Service Trade or Businesses”
- Special rules
- Managing the limitation
- Examples
- Key planning ideas
Deck #3: Specified Service Trades and Businesses - A Teaching Guide for Clients
- Who are “eligible taxpayers"
- Review how the “Specified Service Trade or Business” rules work
- Planning Techniques:
- Reducing Taxable Income below the threshold amount
- Increasing Qualified Business Income for those below the threshold amount
- Pass the “Wage” or “Capital” Test
- The accuracy related penalty
- Review how the final regulations impacted things
- Examples
You get to custom brand Bob’s deck and you also get to listen to Bob’s webinar where you can listen to how he explains how each of the provisions in his PowerPoint deck will impact clients, along with his detailed explanation of the planning techniques clients should consider implementing. Hearing Bob will give you a strong sense of what to say to clients when you do your presentation.
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