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There are great tax incentives for clients with real estate, but there are also traps to watch out for and many overlooked opportunities. Estate or tax planning attorneys, CPAs, and financial advisors will benefit by joining us for this presentation by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA.
Specifically, Bob will cover the following:
- The basics of business organizations for real estate for income tax purposes
- The passive activity rules and real estate professional status
- The very basics of the at-risk rules
- The very basics of Section 163(j) interest limitation
- The basics of Section 461(l) limitation
- The Section 199A deduction and real estate
- The impact on the NIIT
- Trusts and real estate
- Bonus depreciation and Section 179(d)
- The very basics of the Section 754 election
- Section 179D and the investment tax credit
- The very basics of whether an expense must be capitalized—the Repair Regulations
Learning Objectives:
- Identify the basics of business organizations for real estate for income tax purposes
- Recall the passive activity rules and real estate professional status
- Summarize an understanding of the very basics of the at-risk rules, the Section 163(j) interest limitation, and basics of Section 461(l) limitation
- Define the Section 199A deduction and real estate
- Identify bonus depreciation and Section 179(d)
- Recognize whether an expense must be capitalized—the Repair Regulations
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
Partner
[email protected]
(920) 593-1701
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him 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 estate, gift, and income tax examinations and appeals. He has received more than 200 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 20 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.
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