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Session 3 of Tax Planning Masterclass:
Strategies for Business Clients
Date:
CE Eligible
Duration: 150 minutes
Bob Keebler
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates is an Experienced Presenter with deep knowledge in Tax Planning. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

This is a Masterclass Webinar. Please Buy this Masterclass

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Join nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.

  1. Business Structures and Tax Implications
    1. Tax pros and cons of LLCs, S Corps, C Corps, and Partnerships
    2. How distributions are handled for each entity type
    3. S Corp Wage Optimization
    4. Restructuring strategies to improve tax efficiency
    5. Section 199A Qualified Business Income Deduction
  2. Section 1202 Qualified Small Business Stock
  3. Business Deductions and Credits
    1. Key deductions: depreciation, operating expenses, Section 179
    2. Tax credits: R&D, Work Opportunity Credit, Health Care Credit
  4. Timing and Revenue Deferral
    1. Aligning income and expenses for optimal timing
    2. Techniques to accelerate deductions and defer income
  5. Owner & Employee Compensation
    1. Solo 401(k) vs. SEP IRA
    2. Aggregation rules under Section 199A
    3. Tax-efficient fringe benefits (e.g., wellness, tuition programs)
  6. Medical Professionals
    1. Entity Structuring & Deduction Stacking for Independent Physicians
    2. Backdoor Roths, Mega Backdoor Roths, and Tax-Efficient Retirement Saving
    3. Real Estate, Passive Income, and Material Participation for Doctors
  7. Tax-Efficient Exit Planning: Practice Sales, Equity, and Asset Transfers
    1. Structuring installment sales to spread capital gains
    2. How to sell goodwill tax-efficiently (especially for sole proprietors)
    3. 1031 exchange strategies for doctors selling real estate
    4. Gifting or selling business interest to trusts (e.g., IDGT)
    5. Planning around the TCJA sunset and estate tax exemption compression in 2026