Webinar Registration

Session 3 of Tax Planning Masterclass:
Strategies for Business Clients
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Monday, August, 4
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ET
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150 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Bob Keebler
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

What You'll Learn

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…
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What You'll Learn
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Webinar Description

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