Avatar

Tax Reform - The Final Edition: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning



Watch Now!
Recording and Slides are Available Here


Now that we know what’s in the tax bill, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. The best way to do this is to join Bob KeeblerCPA/PFS, MST, AEP on Thursday December 21st @ 3pm ET for his special "2-for-1" LISI webinar focused on the final language in the Tax Cuts and Jobs Act that the House and Senate agree to. In Part 1, Bob will explore the critical aspects of the Tax Cuts and Jobs Act. In Part 2, Bob will review how the new pass-through income taxation rules work as well as attractive estate planning opportunities. This simply is a "must see" webinar series for all practitioners. 

In this Two Part series, Bob will cover all of the following topics:

Part 1: Detailed Analysis of the Tax Cuts and Jobs Act

  1. Massive Changes to Drafting, Planning and the Administration of Estates Including Doubling the Gift, Estate and GST Exemption
  2. Massive Changes to the Taxation of C-Corps – An Estate Planners Perspective
  3. Massive Changes to the Taxation of Pass Thru Income, the law, the Numbers the Opportunity and the TRAPs
  4. The Complete Overhaul and Repeal of Most Itemized Deductions and Time Sensitive 2017 Year-End Planning
  5. Individual Tax Changes including SALT, Charitable, AMT, Standard Deduction and PEASE limitation
  6. Tactical and Strategic Planning for the AMT Changes
  7. The New Section 461 Fourth Loss Limitation Provision
  8. Immediate Considerations When Choosing a Fiscal Year for Estates and Trusts Including Rates and Pass-Through Issues
  9. Planning for the New FIFO Securities Rules
  10. Changes to the Tactical and Strategic Use of CRTs, CLTs, NINGs, Nongrantor Trusts and Partnerships
  11. December 31, 2017 Changes to Roth Recharacterization Provisions and Roth Conversions After Tax Reform
  12. Life Insurance After Tax Reform
  13. Reduction in the Corporate Tax Rate and Likely Strategic and Tactical Opportunities
  14. The Separation of Pass-Through  Business Income From The Traditional Ordinary Income Approach
  15. A Mathematical Comparison of C-Corp and Pass-Through Taxation After Tax Return
  16. The Adverse Impact of the Pass-Through Provisions on Trusts and Estates and Urgent Planning
  17. The Application of the Lower Pass-Through Rate to Real Estate and Planning Considerations
  18. Expansion of Both Bonus Depreciation and the Section 179 Deduction
  19. New Limitations On the Deduction for Business Interest Expense
  20. Expansion and Changes to ESBT Provisions
  21. Further Ample Coverage of New Concepts Not in Earlier Bills
  22. ACTION STEPs for CPAs
  23. ACTION STEPs for Financial Planners
  24. ACTION STEPs for Estate and Trust lawyers

 

Part 2: A Detailed Look at How the Rules for Qualified Business Income of Pass-Thru Entities Work & Attractive Estate Planning Opportunities

  1. A Policy Perspective – What is Congress Hoping to Achieve
  2. Impact on Estate and Trusts
  3. Understanding the Four Types of Taxpayers
  4. Taxation of Professional Practices
  5. What is a Specified Service Business?
  6. What is the Cliff Phaseout and What Strategies Exist?
  7. What is Combined Qualified Business Income?
  8. Treatment of Carryover Losses
  9. The Impact of the Pass-Thru Deduction on Prior Year Losses
  10. The Impact of Reasonable Compensation and Guaranteed Payments
  11. The Impact on Qualified REIT Income
  12. Relationship to the Net Investment Income Tax
  13. Relationship to the Interest Limitation and New Expensing and Depreciation Rules
  14. Tax Planning for Small Business Entities
  15. The Impact on Real Estate Entities
  16. Should Small Business Owners Still Create Pension and Profit Sharing Plans
  17. Should S-Corps Revoke Their S-Corp Election and Become a C-Corp
  18. Estate Planner’s Pass Thru Checklist
  19. Further Ample Coverage of New Concepts Not in Earlier Bills
  20. Estate Tax Planning After Tax Reform
  21. New GST and Dynasty Trust Planning
  22. The Mathematics of Estate Planning – Income Tax Basis Versus the Estate Tax
  23. Decanting Trusts to Add a GPA


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.


After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $119 for this webinar.

Forgot Password?

To become a LISI member Click Here

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


Avatar Avatar

Bob Keebler and Keith Schiller

April 24, 2019 3:00 PM EDT - 4:30 PM ET ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

April 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot - Revisited for Final Regulations

More Info
Avatar

Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

April 26, 2019 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Special Re-Broadcast.

More Info
Avatar

Bob Keebler

April 26, 2019 1:00 PM EDT - 2:30 PM ET ET

Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709 - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

May 01, 2019 3:00 PM EDT - 4:30 PM ET

199A Case Studies with Newly Issued Tax Compliance Forms

More Info
Avatar

Alan Gassman

May 02, 2019 3:00 PM EDT 4:00 PM ET

Avoiding Estate and Trust Litigation and Disputes

More Info
Avatar

Bob Keebler

May 03, 2019 3:00 PM EDT - 4:30 PM EDT

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

More Info
Avatar

Paul Hood

May 16, 2019 3:00 PM EDT 4:30 PM EDT

Issues in Income Shifting-What’s Past is Prologue

More Info
Avatar

Steve Oshins

May 24, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind

More Info
Avatar

Steve Oshins

June 28, 2019 3:00 PM EDT - 4:30 PM EDT ET

2019 Dynasty Trust Update: For Attorneys, Accountants and Financial Advisors

More Info