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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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Keebler taxreformastrategy ss

TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS

CPE Processing Fee$120.00
Webinar TranscriptionN/A
Presentation Length Hour(s)4.0 hours
CPE4.0
4 hours for EAs (Federal Tax Update)
Course Id# - HURS9-U-00221-18-S
Subject AreaTaxes
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAug 17, 2018
Date OfferedAug 17, 2018
Course Description

The Tax Cuts and Jobs Act (TCJA) passed by Congress will immediately impact every single client from a compliance and planning vantage point. The tax planning paradigms you have mastered are shattered and new paradigms will need to be mastered.  

This class will provide a detailed overview of the TCJA including changes for individuals, trusts and small businesses including dozens of planning strategies.

Learning Objectives


  • Understand and Identify Planning Opportunities for individuals and trusts

  • Understand the 20% Small Business Deduction

  • Recognize ways to counsel clients on the impact of TCJA

  • Understand critical changes to estate planning and administration after tax reform.

  • Understand tax and financial planning strategies after tax reform.


Topics Discussed:


  • Tax Reform's Impact on Individuals and Small Businesses

  • Charitable Strategies

  • Changes to Itemized Deductions

  • Reduction to the Marriage Penalty

  • Changes to Depreciation and Section 179

  • Financial Planning Ideas after Tax Reform

  • The 20% Small Business Deduction on Service Businesses

  • The 20% Small Business Deduction on Real Estate

  • The 20% Small Business Deduction on Operating Businesses

  • The 20% Small Business Phase outs and Planning to Reduce the Impact

  • Strategies to increase the 20% Small Business Deduction

  • The 21% C-Corp Rate

  • Doubling of the Estate Tax Exemption and the 2025 Sunset

  • Tax Reform's Effect on Estate and Trusts

  • Estate, Gift and GST Planning Considerations and Strategies

  • The Best Tax Planning Strategies After Tax Reform

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  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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. 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, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

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About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.