Avatar Avatar

Bob Keebler & Steve Oshins: The New 20% Small Business Deduction - Sophisticated Tax Planning Strategies Lawyers, CPAs and Planners Need to Know - Listen to Bob's Description



Watch Now!
Recording and Slides are Available Here


Bob Keebler & Steve Oshins: The New 20% Small Business Deduction - Sophisticated Tax Planning Strategies Lawyers, CPAs and Planners Need to Know
The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar is designed for lawyers, financial planners, trustees and CPAs that need to explore the limitations of the 199A deduction and how to design strategies that will help your clients optimize the deduction and reduce the impact of the service and non-service business limitations. This webinar focuses on how creative planning techniques can be used to optimize the 20% deduction, and Bob Keebler and Steve Oshins will cover the following topics during their webinar:

  • Understanding the Overall 20% Deduction and the Troublesome Limitations
  • Understanding the Difference Between the Service Business and Other Limitations
  • Understanding the $157,500 Limitation for Trusts and Why This is a Tremendous Opportunity
  • Designing Completed Gift Non-Grantor Trusts to Obtain New $157,500 Limitations
  • Designing Incomplete Gift Non-Grantor Trusts to Utilize the $157,500 Limitations
  • Designing Separate Trusts for Children and Grandchildren to Optimize the 20% Deduction
  • Planning for Service Businesses such as Health, Law, Accounting and Financial Planning
  • Planning for Large and Small Real Estate Ventures
  • Planning for Non-Service Businesses
  • Using 754 Elections to Create Additional Qualified Property
  • Planning for the New Kiddie Tax When Property is Held by Children and Grandchildren
  • Learn How Five Children and Five Grandchildren Can Result in an Additional $3,150,000 of Limitation
  • How to use Defined Benefit and Defined Contribution Plans to Reduce Service Business Income
  • Using CRTs for Older Real Estate when the 2.5% of Qualified Property Limitation is Problematic
  • How to Redesign an Entity’s Capital Structure to Improve the 20% Deduction
  • Why Businesses Should Buy not Lease Real Estate
  • How to Spin Off Real Property to New Entities to Optimize the 20% 199A Deduction
  • How to Use IRC Section 355 to Separate Service and Non-Service Ventures
  • How to Separate Service and Non-Service Ventures in Partnerships and LLCs

Prior to the main presentation LISI is pleased to present a 30 minute refresher by Bob Keebler on the income taxation of trust and trust beneficiaries. This class will help create the foundational Subchapter J knowledge to fully appreciate the powerful, Section 199A income shifting opportunities by gifting property outright, gifting to non-grantor completed gift trusts and transfers to incomplete gift non-grantor trusts. In this fast paced course we will cover: 

    • Grantor Trusts,
    • How Non-Grantor Completed Gift Trusts are Taxed for Income Tax Purposes
    • How Incomplete Gift Trusts are Taxed for Income Tax Purposes
    • How DNI Shifts Trust Income to Trust Beneficiaries
    • How and Why Income and Capital Gains are Trapped
    • How trapped Income is Taxed Within a Trust and Trapped 199A Income Might be a Good Thing


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)

Listen to Bob's Description"> Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)

Forgot Password?

To become a LISI member Click Here

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



Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He is rated AV by the Martindale-Hubbell Law Directory. He has been named one of the 24 ""Elite Estate Planning Attorneys"" in America by The Trust Advisor, one of the Top 100 Attorneys in Worth, one of Southern Nevada's Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the Trusts & Estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the Wills, Trusts & Estate Planning category in Nevada Business Journal, named Nevada Super Lawyer in the Estate Planning & Probate category in Las Vegas Life and named Mountain States Super Lawyer in the Estate Planning & Probate category. He was also named one of Southern Nevada's Top Lawyers by Vegas, Inc. and was selected for the magazine cover.



Avatar

Bob Keebler

March 9, 2021 3:00 PM ET - 4:30 PM ET ET

THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS

More Info
Avatar Avatar

Michael Geeraerts Jim Magner

March 10, 2021 11:00AM ET - 12:30PM ET ET

Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901 - A Special Re-Broadcast

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

March 10, 2021 1:00PM ET - 2:30PM ET ET

PPP and Employee Retention Credit (ERC) Update - What's New and What's Still to Come!

More Info
Avatar

Linas Sudzius

March 11, 2021 3:00PM ET - 4:30PM ET ET

How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners

More Info
Avatar

Bob Keebler

March 11, 2021 11:00 AM ET 12:30 PM ET

IRAs Payable to Trusts After the Secure Act – 2021 Estate Planning Edition

More Info
Avatar

Paul Hood

March 11, 2021 1:00PM ET - 2:30PM ET

Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 12, 2021 1:00PM ET - 2:30PM ET

The Complete Trust Course: Part 2

More Info
Avatar

Bob Keebler

March 12, 2021 3:00PM ET - 4:30PM ET

THE AMERICAN RESCUE PLAN ACT of 2021: What the Sophisticated Advisor Needs to Know Now!

More Info
Avatar

Bob Keebler

March 16, 2021 3:00PM ET - 4:30PM ET ET

Tactical and Strategic Roth Conversions in 2021

More Info
Avatar

Linas Sudzius

March 18, 2021 3:00PM ET - 4:30PM ET ET

Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities

More Info
Avatar

Paul Hood

March 18, 2021 1:00PM ET - 2:30PM ET ET

Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax

More Info
Avatar Avatar

Michael Liebeskind Bryan Bloom

March 19, 2021 3:00PM ET - 4:30PM ET ET

Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021

More Info
Avatar

Paul Hood

March 19, 2021 1:00PM ET - 2:30PM ET ET

Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet

More Info
Avatar

Steve Siegel

March 19, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 3

More Info
Avatar

Bob Keebler

March 23, 2021 3:00PM ET - 4:30PM ET ET

Tactical and Strategic Roth Conversions in 2021 - A Special Re-Broadcast

More Info
Avatar

Eric Green

March 25, 2021 1:00PM ET - 2:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

More Info
Avatar

Paul Hood

March 25, 2021 1:00PM ET - 2:30PM ET ET

Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles

More Info
Avatar

Mark Merric

March 26, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock

More Info
Avatar

Paul Hood

April 1, 2021 1:00PM ET - 2:30PM ET ET

Family Business Succession Planning-It’s a Contact Sport!!!

More Info
Avatar

Steve Oshins

April 2, 2021 1:00PM ET - 2:30PM ET ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021

More Info
Avatar

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

More Info