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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) 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. He also
received an award for Top Tax Educator of the Year for 2021-22 from myCPE for outstanding
contributions in the field of tax education and exceptional dedication to the field.
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