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199A Lessons from Busy Season, Foundational Concepts - Beyond the Basics.



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Recording and Slides are Available Here


Almost six months later we have an added practical perspective on how to apply the 199A regulations and added developments.   Many CPAs have extended returns while developing a better sense only obtained from a busy tax season.
First, refresh your understanding on the current 199A rules. Second, join nationally recognized 199A expert Bob Keebler in his exclusive 90-minute LISI webinar on Friday, July 10th from 3:00-4:30pm where Bob will cover what changed from the proposed to the final regulations, and how the final regulations and other developments change our understanding of the 199A landscape.
Here are just a few of the topics Bob will cover in his webinar:

    • 199A lessons from busy season
    • Critical foundation concepts
    • Separate versus “separable”
    • Advanced planning for insurance professionals to obtain 199A
    • When not to make pension, profit sharing and IRA contributions
    • Roth conversion opportunities when income is less than QBI
    • Understanding the “Trade or Business” Issue
    • Real estate safe harbor election
    • What changes did the final regulations make to the definition of “specified service’ businesses?
    • What is the impact on triple net leases and those in the financial services business?
    • How were the “anti-abuse” rules designed to prevent taxpayers from establishing multiple non-grantor trusts impacted?
    • Did the final regulations change our understanding of the basic computational rules of 199A?
    • Is the aggregation of multiple businesses impacted?
    • Did the “Sweet Spot” for S corporation shareholder wages to optimize the 199A deduction change?
    • What is the impact of the final regulations on a company’s debt, the purchasing of equipment and expensing it, as well as the impact on REITs.
    • Was the definition of “reputation or skill” impacted?
    • Questions and answers to all the tough 199A questions!


    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 $149.

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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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