Tax-Saving Strategies For Rental Real Estate Owners

Tax-Saving Strategies For Rental Real Estate Owners
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id: 140940019

Tax reform produced many new opportunities and traps, especially in real estate. A financial advisor does not need to know all the minutia, but must know how the changes encourage or discourage investments in rental real estate. This course covers: 

financial impact of Sec. 199A
keeping records
organizing clients to maximize the deduction
using leverage after tax reform
benefiting by acquiring rental property before 2022  
eliminating gains taxes using Opportunity Zones
changes to Sec. 1031 like-kind Starker exchanges
new limitations UHNWIs need to know


Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, will speak for 50 minutes and then answer questions. Bob teaches at a fast-pace and questions are strongly encouraged.


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 one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations 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.

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A lot to cover in a little time. Moved a little fast, but pace was right given the time allotted.
Did not know the 3 questions were timed. Missed the 2nd as was trying to focus on Bob's comments.

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