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Basic familiarity with the 199A section of the new tax law and proficiency filling out tax returns for real-estate

Course Description

The new §199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act of 2017. This course is designed for CPAs, CFPs, and EAs that need to explore the limitations of the 199A deduction. Develop strategies that will help your clients optimize the deductions for real estate ventures. Creative planning techniques that can be used to optimize the 20% deduction will be covered.


Robert Keebler, CPA, AEP, MST, CGMA

Robert Keebler

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the IRS in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression.”

Mr. Keebler is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. He has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s Estate Planning, High Income, and Advanced Financial Planning Conferences; ABA Conferences; NAPEC Conferences; The Notre Dame Estate Planning Conference; and the Heckerling Estate Planning Institute.

Course Specifics

Jan 20, 2018
Basic familiarity with the 199A section of the new tax law and proficiency filling out tax returns for real-estate

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01261-18-O
IRS Federal Tax Law Credits: 1
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1206
CTEC Federal Tax Law Credits: 1
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Cite the impact of §199A on real estate entities
  • Identify the overall 20% deduction and the troublesome limitations
  • Cite the difference between the service business and other limitations
  • Identify the new §461(l) loss limitations
  • Identify the new §463 interest limitations
  • Cite ways to plan for large and small real estate ventures
  • List the impact on trusts and estates 
  • Identify ways to plan for real estate ventures both over and under $315,000 of taxable income
  • Cite changes in the accuracy-related penalty

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