Join nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.
- Business Structures and Tax Implications
- Tax pros and cons of LLCs, S Corps, C Corps, and Partnerships
- How distributions are handled for each entity type
- S Corp Wage Optimization
- Restructuring strategies to improve tax efficiency
- Section 199A Qualified Business Income Deduction
- Section 1202 Qualified Small Business Stock
- Business Deductions and Credits
- Key deductions: depreciation, operating expenses, Section 179
- Tax credits: R&D, Work Opportunity Credit, Health Care Credit
- Timing and Revenue Deferral
- Aligning income and expenses for optimal timing
- Techniques to accelerate deductions and defer income
- Owner & Employee Compensation
- Solo 401(k) vs. SEP IRA
- Aggregation rules under Section 199A
- Tax-efficient fringe benefits (e.g., wellness, tuition programs)
- Medical Professionals
- Entity Structuring & Deduction Stacking for Independent Physicians
- Backdoor Roths, Mega Backdoor Roths, and Tax-Efficient Retirement Saving
- Real Estate, Passive Income, and Material Participation for Doctors
- Tax-Efficient Exit Planning: Practice Sales, Equity, and Asset Transfers
- Structuring installment sales to spread capital gains
- How to sell goodwill tax-efficiently (especially for sole proprietors)
- 1031 exchange strategies for doctors selling real estate
- Gifting or selling business interest to trusts (e.g., IDGT)
- Planning around the TCJA sunset and estate tax exemption compression in 2026