During his exclusive LISI webinar, Bob will cover new planning issues and opportunities which may arise with tax reform.

Tax Reform will bring massive change to both clients and practitioners alike, and the best way practitioners can prepare is threefold. First, develop a strong sense of where Congress is likely going. Second, develop and action plan now that can help clients avoid many of the tax traps that are sure to pop up. Third, register to hear Bob Keebler in his upcoming LISI webinar on October 27th @ 3pm ET titled "Tax Reform's Traps for the Unwary: Developing an Action Plan Now"

Bob's presentation is designed give attendees the head start they need to help clients plan for the coming changes to the tax code. In this timely presentation, Bob will cover a number of important tax traps which may arise with tax reform, as well as an action plan that practitioners can implement as soon as the law becomes final. In this timely presentation Bob will review:

The presentation will include:

·Planning in a world without the GSTT

·Planning for ten years without portability - why the bypass trust will take center stage

·A quick overview of the proposals and basic planning priniciples.

·Five-year IRA distribution rule and solutions

·Spousal rollovers after tax reform, avoiding new spousal rollover trap

·Rothification - What is it and why is it being discussed

·What the lawyer needs to know about picking the year end for an estate to minimize taxation

·The potential introduction of Universal Savings Accounts

·Loss of the AMT credit and the impact on ISOs - action steps

·Timing of Net Operating Losses

·Generating income to use deductions, loss carryforwards, and credits which will be lost

·E&P strip-outs to generate income

·Loss of the 691(c) deduction (the income tax deduction for estate tax paid) and critical action steps

·Latest insights and observations

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

 

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!.