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Keebler taxreformastrategy

TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS

Available Date(s) Friday, January 26, 2018
Thursday, February 1, 2018

Start Time
01:00PM EST

Cost $120.00   CPE Credits 4.0 hours    4 hours for EAs (Federal Tax Update): Course Id# - HURS9-U-00221-18-O  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? 2018 Tax Cut and Jobs Act
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent 
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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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.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAwebengage, Inc. (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.