
Taxation of Real Estate After Tax Reform - Click to Listen to Bob's description
Watch Now! |
---|
Tax reform has produced great opportunities for clients with real estate, but, there are also traps to watch out for. Estate or tax planning attorneys, CPAs and financial advisors will benefit by joining us for “Tax Planning for Real Estate Under the Tax Reform Bill” a presentation by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA.
Bob will be covering the following:
• Discover how to freeze values and retain the opportunity for a step-up
• Acquire an understanding of cost segregation studies the many benefits and the potential adverse impact under the tax reform bill
• Important estate and income tax planning strategies for investors and real estate developers
• Understand the impact on the NIIT
• Treatment of Trusts owns real estate and the potential use of NINGs and other non-grantor trusts
• Understand the 20% small business deduction including testing on an entity-by-entity basis
• Understand the 30% interest limitation and the adverse impact of entity-by-entity basis
• Review of the statutory construction of the 20% small business deduction with an emphasis on real estate
• Understand the adverse impact of electing out of the interest limitation and being forced to use ADS depreciation and lose bonus depreciation
• Discover why deleveraging certain entities and increasing debt on others may increase your 20% deduction and reduce your effective tax rate
• Many easy to understand examples of the 20% and 30% tests, along with bonus depreciation and Section 179 Deductions
• Traps for lawyers, CPAs and planners doing asset protection and estate planning with multiple entities
• Create estate plans for real estate investors while protecting the income tax benefits
• Learn about the loss limitations under Sections 461, 465 and 469
• Understand “unadjusted” basis including the trap under the 10 year rule
• Discover why Section 754 takes an increased importance
• Discover how to compute the 2.5% of assets test including the adverse impact of Section 179 Deductions
• Plus a great deal more!
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)
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)

Bob Keebler
March 3, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info
![]() |
![]() |
Bob Keebler and Christopher Hoyt
March 3, 2021 1:00 PM ET - 2:30 PM ET
The SECURE ACT and the Charitable Remainder Trust - A Deep Dive - A Special Re-Broadcast
More Info

Bob Keebler
March 4, 2021 11:00 AM ET - 12:30 PM ET
The Nitty-Gritty Details of Income Tax Basis - A Special Re-Broadcast
More Info

Paul Hood
March 04, 2021 1:00PM ET - 2:30PM ET
Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions
More Info

Eli Akhavan
March 05, 2021 1:00PM ET - 2:30PM ET
Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions
More Info
![]() |
![]() |
Michael Geeraerts Jim Magner
March 05, 2021 11:00AM ET - 12:30PM ET
Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901
More Info

Bob Keebler
March 9, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info

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

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

Linas Sudzius
March 18, 2021 3:00PM ET - 4:30PM ET ET
Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities
More Info

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

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
![]() |
![]() |
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

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

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

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

Steve Oshins
April 02, 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
