Financial Professionals

Chapter events

Chapter Meeting
July 17

Golden Valley Country Club
Tax Reform: The Final Edition
Presenter Bob Keebler, CPA/PFS, MST, AEP (Distinguished)
11:30 am - 2:00 pm

Now that we've had time to analyze the 2017 tax reform bill, the critically important changes are very clear. Next, financial planners must get up to speed; regarding how clients will be impacted and become aware of the available planning options available.

Bob Keebler, CPA, MST, AEP will deliver a dynamic program in which attendees will learn:

  • key individual reforms including the new rates, AMT changes, and the overall of deductions.
  • about the partial elimination of Roth Recharacterizations.
  • about new opportunities and traps with the 21% corporate rate.
  • about the new 20% deduction for Qualified Business Income.
  • how to mathematically compare electing to be taxed as a C-corporation or pass-thru.
  • about the new overall excess business loss limitation in Section 461.
  • about the expansion of bonus depreciation and the Section 179 deduction.
  • about the new limitation on the deductibility of business interest expense.
  • of the changes to estate planning, drafting, and administration with a higher exemption.

Thanks to our July Host & Platinum Partner:
Objective Measure

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