PFP Tax Reform Video Series

March 21, 2018

Tax Reform Overview

Recording | Presentation

In this video, Bob Keebler provides an overview of the new tax reform provisions in the 2017 Tax Cuts and Jobs Act, including:

  • Changes for individuals, estate and generation-skipping transfer tax
  • Individual income tax rates
  • Standard deductions and exemptions and credits
  • Business pass-through entities

Tax Reform & the Qualified Business Income Deduction

Recording | Presentation            

In this video, Bob Keebler discusses the IRC Section 199A provisions on qualified business income and how to advise your business owner clients.

Tax Reform & Real Estate Considerations

Recording | Presentation            

In this video, Bob Keebler covers tax planning ideas for real estate under the 2017 Tax Cuts and Jobs Act and how to advise your clients.

Tax Reform & Estate Planning Considerations

Recording | Presentation            

In this video, Bob Keebler covers estate planning ideas under the 2017 Tax Cuts and Jobs Act and strategies to consider when advising your clients.

Tax Reform & IRAs

Recording | Presentation            

In this video, Bob Keebler covers income tax planning for IRAs and qualified plans under the 2017 Tax Cuts and Jobs Act and strategies to consider when advising your clients.

Tax Reform & DrawDown and Strategies

Recording | Presentation            

In this video, Bob Keebler shares drawdown and portfolio strategies under the 2017 Tax Cuts and Jobs Act and how to advise your clients, including:

  • Overview of tax reform for investors
  • IRC Section 199A qualified business income
  • Key concepts drawdown strategies