Avatar Avatar
Avatar

Free LISI Webinar: The Biden 2-Step PLUS Martin Shenkman's Review of Topics and Planning Opportunities from the 46th Notre Dame Tax and Estate Planning Institute



Watch Now!
Recording and Slides are Available Here


Please join Jerry Hesch, Marty Shenkman and Alan Gassman for this complimentary 90 minute presentation that will cover two important topics: 1) the "Biden 2-Step" that practitioners may use  for their best and wealthiest clients for year-end estate tax planning, including valuation and other issues and planning opportunities with promissory notes; and 2) Marty Shenkman’s review of the unique topics and planning strategies that will be covered in depth at the 46th  annual Notre Dame Tax and Estate Planning Institute to be held on October 29 and 30th. 

CLICK HERE FOR FREE REGISTRATION

Topics to be covered in this cebinar will include the following: 

1.  The Biden 2-Step Planning Technique; 

2.  Valuation and other issues and planning opportunities with promissory notes; 

3.  Marty Shenkman's review of key Notre Dame Topics and Planning Opportunities, including the following: 

                 A.  IRA Beneficiary and Trust Planning 

                 B.  Whether and When to Record a Meeting With a Client 

                 C.  Remote Executions and the Vulnerable Client 

                 D.  State Income Tax Planning with Irrevocable Trusts 

                 E.  Unique Planning Opportunities for 2020. 

Please join us for this free webinar in celebration of the first Web-enabled 46th  annual Notre Dame Tax and Estate Planning Institute on October 29 and 30th.  

 



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!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $0*. *plus applicable sales tax (if any)

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $0* for this webinar. *plus applicable sales tax (if any)

Forgot Password?

To become a LISI member Click Here



Avatar

Bob Keebler

March 3, 2021 3:00 PM ET - 4:30 PM ET ET

THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS

More Info
Avatar Avatar

Bob Keebler and Christopher Hoyt

March 3, 2021 1:00 PM ET - 2:30 PM ET

The SECURE ACT and the Charitable Remainder Trust - A Deep Dive - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

March 4, 2021 11:00 AM ET - 12:30 PM ET

The Nitty-Gritty Details of Income Tax Basis - A Special Re-Broadcast

More Info
Avatar

Steve Siegel

March 4, 2021 3:00PM ET - 4:30PM ET ET

The Complete Trust Course: Part 1

More Info
Avatar

Paul Hood

March 04, 2021 1:00PM ET - 2:30PM ET

Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions

More Info
Avatar

Eric Green

March 05, 2021 3:00PM ET - 4:30PM ET

Tax Liens & Tax Levies

More Info
Avatar

Eli Akhavan

March 05, 2021 1:00PM ET - 2:30PM ET

Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions

More Info
Avatar Avatar

Michael Geeraerts Jim Magner

March 05, 2021 11:00AM ET - 12:30PM ET

Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901

More Info
Avatar

Bob Keebler

March 9, 2021 3:00 PM ET - 4:30 PM ET ET

THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

March 10, 2021 1:00PM ET - 2:30PM ET ET

PPP and Employee Retention Credit (ERC) Update - What's New and What's Still to Come!

More Info
Avatar

Linas Sudzius

March 11, 2021 3:00PM ET - 4:30PM ET ET

How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners

More Info
Avatar

Paul Hood

March 11, 2021 1:00PM ET - 2:30PM ET ET

Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 12, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 2

More Info
Avatar

Linas Sudzius

March 18, 2021 3:00PM ET - 4:30PM ET ET

Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities

More Info
Avatar

Paul Hood

March 18, 2021 1:00PM ET - 2:30PM ET ET

Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 19, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 3

More Info
Avatar

Paul Hood

March 19, 2021 1:00PM ET - 2:30PM ET ET

Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet

More Info
Avatar Avatar

Michael Liebeskind Bryan Bloom

March 19, 2021 3:00PM ET - 4:30PM ET ET

Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021

More Info
Avatar

Eric Green

March 25, 2021 1:00PM ET - 2:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

More Info
Avatar

Paul Hood

March 25, 2021 1:00PM ET - 2:30PM ET ET

Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles

More Info
Avatar

Mark Merric

March 26, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock

More Info
Avatar

Paul Hood

April 01, 2021 1:00PM ET - 2:30PM ET ET

Family Business Succession Planning-It’s a Contact Sport!!!

More Info
Avatar

Steve Oshins

April 02, 2021 1:00PM ET - 2:30PM ET ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021

More Info
Avatar

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

More Info