In this one hour course, Robert Keebler will take on the most pressing questions asked by those in the accounting profession concerning the latest in tax reform. This informative session seeks to address questions that have been asked by CPAacademy Members about recent tax reform issues. The webinar will cover a wide range of important, and often misunderstood, aspects of tax reform and strategies to help clients.
FREDERICK B, NY
"The review of Section 199-A is very important to Me. it seems to be Changing every Month with New Technical Opinions. Most of My Business Clients are Small family Schedule C,s that will base their QBI-Deduction on Less Than $100,000 of Net Income. I feel that Limiting the Schedule A is the Wrong Way to Go for Young Families paying of Student Debts and Using their IRA to Put a Downpayment of $10,000 on their First Home. Also, Hurts Charities."Bhanumathi, CA
"I appreciated that the questions were answered immediately by the presenter/assistant. I am still not clear in deducting the prepaid 2018 1st installment property taxes in December 2017. I asked this question and the answer given was "yes", but slide #12 states differently on the deductibility of the prepaid property taxes. If it can be clarified, I will really appreciate it. Thanks for a great webinar!!."Lissen, TX
"Great presentation, fast paced, something for everyone at all levels of tax prep experience. Some interesting insights on the impact of tax reform on CPA businesses and the tax effect of being in the 315-415k range. The Sharefile presentation was also extremely interesting, seems like it has a lot of really good, easy to use features and was presented very well in the short window of time allocated for it."Becky, TX
"I will be watching the recording of this program more than once. What a good job Mr. Keebler did! I've attended several webinars on the new tax act, but this one brought so many things to light that I didn't know and gave direction to where we need to begin spending time researching and studying."Karine, OR
"The question and answer format was helpful. I can't thank you enough for providing lots of CE on the new tax laws. I just need to hear it again and again and again. I'm feeling more confident about working with clients after tax season to maximize any benefits we can."Karen, FL
"Definitely better organized than other Tax Act webinars I have attended. Slides were AWESOME and I am adding them to my tax booklet for the year so I can address client questions on planning for this year with the changes."Lawrence, PA
"Very well presented especially considering the amount of information that was covered. He showed that the new tax reform code more complicated that was presented per the news."Maria, FL
"The instructor was great and very knowledgeable, however I felt like there could have been more time allotted to this topic since there was so much information provided."
Keebler & Associates, LLP
Partner
robert.keebler@keeblerandassociates.com
(920) 593-1701
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 Forbes as one of the 2024 America’s Top 200 CPAs, 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 National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift, and income tax examinations and appeals, and he has received more than 350 favorable private letter rulings including several key rulings of “first impression.” He 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. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 30 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top Presenter 2022. This award honors those who are committed to the education of accounting professionals and shares their knowledge in an open and easily accessible format.