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Choice of Entity Planning



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The Section 199A 20% small business deduction and the lowering of the top  corporate income tax rate to 21% are the largest opportunities in the Tax Cuts and Jobs Act. Both of these changes present business owners with an important but difficult “choice of entity” question: “Am I “better off” being a C Corporation or a pass-through entity?”

There are many factors that impact this analysis, and professional advisors must understand all of these factors if they are to properly advise their business owner clients. Whether you’re a financial advisor, attorney or CPA, the best way for you to understand twofold: 1) refresh your understanding on the current taxation of entities and entity planning and 2) Join Bob Keebler in his 90 minute LISI webinar where he will cover all of the important factors you need to understand:

  • The unique tax treatment of partnership, S-Corp and other pass-through income;

  • The differences in how these entities are taxed annually and at distributions;

  • How 199A should change your thinking;

  • What the benefit is of converting a C Corp, partnership, or disregarded entity to an S Corp (and how to explain it);

  • How to identify the tax problems relating to the ownership of S Corp shares and how to solve them (including various QSSS, QSST, ESBT elections);

  • The new math of double-taxation following reform;

  • Time value of money and the new 21% corporate tax rate;

  • And an alphabet soup of other special issues that can arise, including:

  • PHC (personal holding company) tax

  • E&P (earnings and profits) and the BIG (“Built-In Gains”) tax

  • AAA (accumulated adjustments account)

  • OAA (other adjustments account)


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has 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. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. 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. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of ""first impression."" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - ""Family Tax Planning Forum,"" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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