Tax Reform will bring massive change to both clients and practitioners alike, and the best way practitioners can prepare is twofold. First, develop a strong sense of where Congress is likely going. Second, join Bob Keebler in his upcoming LISI webinar on September 20th @ 3pm ET titled "Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients."

Bob's presentation is designed give attendees a clear sense of where Congress is likely going so practitioners will have the head start they need to help clients plan for the coming changes to the tax code. In this timely presentation, Bob will review: 

·Planning strategies resulting from a reduced top corporate rate as well as a reduced top rate for certain pass-through income;

·Business entity reclassification and planning opportunities; 

·Planning implications from the simplification of personal income tax brackets as well as the potential loss of itemized deductions;

·Expanded use of NINGs, WINGs, SINGs and DINGs;

·The impact of reform on qualified retirement plans and the ability to "stretch" IRAs;

·Timing of gains and losses during the transition period; 

·Timing of ordinary income, expenses and deductions during the transition period; 

·The possibility of estate tax repeal, including the implications of the potential repeal of the GST and what that means to high net worth families; 

·Planning implications if the 3.8% tax on net investment income is eliminated;

·The potential for expanded split dollar opportunities;

·Any questions you might have.  

Your registration will entitle you to: 1) the handout materials and 2) the ability to watch the webinar either at the scheduled time or - if for any reason you can't view it then - we'll automatically provide you with a link within 24 hours - to view it at your convenience as many times as you'd like. 

Note:There will be no CE for Bob's webinar, and the date of Bob's Webinar May Change Depending upon Congress' Timetable

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.