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Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client's Numbers - Click to Listen to Bob's description



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Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with six tricky questions that require detailed quantitative analysis before clients can be properly advised on what to do:

  • What will a client’s pass-through deduction look like?
  • Is a particular client “better off” being a C Corporation or a pass-through entity?
  • Is a client "better off" staying as an employee or switching to independent contractor status?
  • Should Schedule C business owners switch to S corporation status and pay themselves a salary in order to claim a 199A deduction?
  • Trusts and estates can qualify for the IRC 199A deduction, but how should an advisor compute the amounts apportioned to the trust/estate and the beneficiaries? 
  • How will a contribution to a Qualified Retirement Plan reduce taxable income and how will that impact the IRC 199A deduction? 

Join Bob Keebler in his exclusive LISI webinar where he uses the case study
method to demonstrate:

    • How he calculates the 199A pass-through deduction for service and non-services businesses;
    • How he models the complex choice of entity question and whether a client is “better off” being a C Corporation or a pass-through entity;
    • How he counsels clients on whether they should remain as an employee or elect to convert to independent contractor status;
    • How he models whether Schedule C business owners should switch to S corporation status and pay themselves a salary to claim a 199A deduction;
    • How he calculates the 199A deduction when interests in pass-through entities are owned by fiduciaries such as trusts and estates; and
    • How he models making qualified retirement plan contributions that can reduce a client’s taxable income, and how that impacts the IRC 199A deduction.


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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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