Bundled Suite of Bob Keebler's Updated PPT Decks That Advisors Can Use

Want to stay the cutting edge with clients and other advisors regarding the changes made by tax reform? Then consider using Bob Keebler’s suite of 3 PowerPoint decks with clients and other advisors. 

They review all of the important changes made by TCJA 2017, including those made by the 199A small business income deduction, including the final regulations. This suite of PowerPoint decks that you can custom brand and use with clients cover the waterfront of issues you need to address with clients: 

Deck #1: Tax Cuts & Jobs Act- Client Impact

  • Individual changes, including bracket reduction, the increased standard deduction, elimination of personal exemptions, the increased child/family credit, the increased AMT exemption, the new SALT and mortgage deduction rules and the real of the PEASE limitation
  • Business changes, including the new 21% corporate rate. Increased expensing for capital items, new business interest and business loss limitations, modification of the NOL rules, like-kind exchange rule changes, and the new 20% pass-through deduction;
  • Estate tax changes, including the doubling of the exemption to $11.4 million.  

Deck #2: 199A: A Business Teaching Guide for Clients

  • Overview of how the 20% pass-through deduction works
  • Who are “eligible taxpayers"
  • The 4 business classifications
  • Understanding “Specified Service Trade or Businesses”
  • Special rules
  • Managing the limitation
  • Examples
  • Key planning ideas

Deck #3: Specified Service Trades and Businesses - A Teaching Guide for Clients

  • Who are “eligible taxpayers"
  • Review how the “Specified Service Trade or Business” rules work
  • Planning Techniques:
    • Reducing Taxable Income below the threshold amount
    • Increasing Qualified Business Income for those below the threshold amount
  • Pass the “Wage” or “Capital” Test
  • The accuracy related penalty
  • Review how the final regulations impacted things
  • Examples

You get to custom brand Bob’s deck and you also get to listen to Bob’s webinar where you can listen to how he explains how each of the provisions in his PowerPoint deck will impact clients, along with his detailed explanation of the planning techniques clients should consider implementing. Hearing Bob will give you a strong sense of what to say to clients when you do your presentation.

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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