Maximizing The New 20% Deduction On Pass-Throughs

Maximizing The New 20% Deduction On Pass-Throughs
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
You must be registered and logged in to view this replay
CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id: 476657299

The new 20% deduction for pass-through entities -- businesses other than C corporations -- alters financial planning, tax and investment decisions for a key group of financial advisor clients.

At this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants explains the practical implications of the new rules associated with IRC Section 199A, including the impact of the new deduction on owners of small businesses, professional practices, and real estate investments.

You'll learn about the statutory framework of the new section of the federal tax code and planning techniques to maximize the deduction, including:

the tax law behind the 20% small business deduction
the math of the small business deduction and the troublesome limitations
what a specified service trade or business is
the four types of taxpayers
the limitation based on W-2 wages and capital
treatment of carryover losses
treatment of real estate income
the impact of reasonable compensation and guaranteed payments
the impact on qualified REIT income
the relationship to the net investment income tax
the relationship to self-employment taxes
changes in the accuracy-related penalty



To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations, the CIMA® and CPWA® certifications, and live CPA CPE credit.



More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

User reviews

82 reviews

 
(62)
 
(18)
 
(2)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
4.7  (82)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
5.0

Keebler Is Stellar

I will never be able to figure out how Bob Keebler is able to pack so much information into an hour-long presentation while still managing to make the complex topics easier to understand.

If you are an advisor to small/medium size businesses, you need to watch this webinar and subsequent updates.

5 Stars.

Was this review helpful to you? 
Rating 
 
5.0

Quite a lot of information to digest...

Was this review helpful to you? 
Rating 
 
5.0
Was this review helpful to you? 
Rating 
 
5.0

this is a very tough area. I may not need this information but it's good to bone up on a complex area with a good overview provided by Keebler

Was this review helpful to you? 
Rating 
 
5.0
Was this review helpful to you? 
View all user reviews

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

   JOIN