With so many recent changes to the tax code, it is crucial that CPAs, EAs, and all tax professionals understand how this recent tax reform impacts professional practices. This presentation will focus on the new Code Section 199A and will include the following:
Lloyd Doletski (Self Employed)
"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar"Jennifer Schuster (JAS Consulting Solutions Inc.)
"Mr. Keebler is an excellent speaker. He's straight to the point with his instruction, and targeted on what professionals need to know most. I learned valuable information that I can apply immediately to my own clients, and use to gain new business."Darla Griffin (Darla Griffin)
"This topic can be rather straightforward if there are no threshold questions. Great examples are provided that help clarify how to deal with situations where there are threshold concerns, especially with service type business."Monique Nicole Desir, EA (M N Tax Resolution Svcs)
"Very informative webinar! Bob Keebler is truly an expert in his field. I attended several of his presentations and I always learned something new that I can share with others. Thanks for sharing your expertise."Jon Koerselman (Accounting Services)
"Great examples and great handouts = jogged my memory and reminded me to think before answering questions about 199A."Dean Harloff (DEAN R HARLOFF CPA)
"This was my first CPE with this group--quite impressed. Notes and slides were very well done and good examples."Ramanik P. Shah (Shah & Company, Ltd.)
"THE WEBINAR WAS EDUCATIONAL AND THE MATERIAL WAS RELEVANT AND DID CONTRIBUTE TO OUR LEARNING OBJECTIVES."Marco Laterza (Marco Laterza, CPA)
"Instructor was very knowledgeable and presented the information in a concise and informative manner."
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.