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199A - CRITICAL TAX SEASON ISSUES PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS



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CRITICAL TAX SEASON §199A ISSUES IN 30 MINUTES
 PLUS 60 MORE MINUTES OF OPEN QUESTIONS

REGISTRATION IS LIMITED TO ALLOW US TO ADDRESS EVERYONES QUESTIONS

 

Join Robert S. Keebler CPA/PFS, MST, AEP, and Peter Melcher as they provide a practical and hard-hitting seminar addressing the critical tax season issues associated with §199A. 
Included in their discussion will be:

  • Section 199A and real estate
  • Understanding Notice 2019-7 and the Safe Harbor

 

  • Understanding the trade or business issue and when an enterprise is considered a trade or business
  • Understanding SSTBs and “separate” and “separable” rule

 

  • Penalty-proofing your returns with disclosures on Form 8275
  • Penalty-proofing your returns with tax opinion letters

 

  • Understanding the statutory employee issue
  • Understanding the multiple trust rules

 

  • Understanding the multiple trade or business within one entity

Following a timely 30-minute presentation Peter and Robert will take questions from the audience.  As many questions as possible presented prior to 48 hours before the seminar will also be added to the PowerPoint with properly cited responses.



There will be no CE for this webinar


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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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