Tax Planning for Real Estate, Bob Keebler’s October 2022 Tax Class

There are great tax incentives for clients with real estate, but there are also traps to watch out for and many overlooked opportunities.  Estate or tax planning attorneys, CPAs and financial advisors will benefit by joining us for “Tax Planning for Real Estate” a presentation by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA.

Bob will be covering the following:

•  The basics of business organizations for real estate for income tax purposes

•  The passive activity rules & real estate professional status

•  The very basics of the at-risk rules

•  The very basics of the Section 163(j) interest limitation

•  The basics of the Section 461(l) limitation

•  The Section 199A deduction & real estate

•  Understand the impact on the NIIT

•  Trusts and real estate

•  Bonus depreciation & Section 179(d)

•  The very basics of the Section 754 election

•  Section 179D and the investment tax credit

•  The very basics of whether an expense must be capitalized – the Repair Regulations

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a partner at Keebler & Associates of Green Bay, Wis. For over three decades, Bob has been a pre-eminent educator of CPAs on personal financial planning and taxation. He's taught monthly on A4A for 13 years. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators.