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Webcast
2
Advanced
Taxes
Basic understanding of 199A

Course Description

On Wednesday, August 8th the Service published proposed regulations on 199A.  This guidance will focus on aggregation rules, anti-abuse rules, the general rules, and the definition of specified services.  

The best way to prepare for this significant development is to first, refresh your understanding on the current 199A rules.  An then, join nationally recognized 199A expert Bob Keebler in his webinar where he will cover how the proposed regulations change our understanding of the 199A landscape




Instructor

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

Taxes
Aug 21, 2018
Basic understanding of 199A
WC18186479
Review 199A


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01292-18-O
IRS Federal Tax Update Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1237
CTEC Federal Tax Update Credits: 2
Qualifies for CA Fraud: No


Learning Objectives

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

  • Learn from a policy perspective, what Treasury/IRS is hoping to achieve with its section 199A guidance
  •  Learn how the guidance changes our prior understanding of what is a 'specified      service trade or business'
  • Learn how the guidance impacts 199A's aggregation rules
  • Learn how the guidance impacts the application of the W-2 wage limitation for various entities
  • Learn how the anti-abuse rules operate and what advisors need to be mindful of
  • Learn the changes to the accuracy-related penalty
  • Learn how the guidance will force advisors to rearrange prior planning




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