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Upcoming Webinars with Bob Keebler



Bob Keebler

October 2, 2020 1 PM 2:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

Whether it’s called CARES 2, HEROS, or HEALs Congress is posed to strike a deal releasing trillions of dollars of economic relief into the economy next week. Negotiations are ongoing, however it appears the legislation will include another round of forgivable PPP loan....more.

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On Demand Recorded Webinars
with Bob Keebler





Bob Keebler

Available Now On Demand

Charity and the Tax Code, Updated for the Secure Act

 

Charitable giving is always an important tax planning issue, particularly because the best plan changes as the tax-law changes. However, by keeping current, advisors ....more.

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Jonathan Blattmachr Martin Shenkman and Bob Keebler

Available Now On Demand

Dynasty Trusts, SLATs and SLANTs, Basis and other Estate Planning Before End of 2020

A change in administrations in Washington could result in significant income and transfer tax increases and severe restriction of many estate planning techniques. There has been considerable speculation that a retroactive effective date, perhaps to January 1, 2021 may apply....more.

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Bob Keebler

Available Now On Demand

Best of The Best: The Very Best Tax Planning Ideas in 2020

Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes - - and take advantage of a myriad of opportunities.  Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob’s annually updated and expand....more.

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Bob Keebler

Available Now On Demand

Year-End Planning in 2020: Including Planning for a Potential Biden Administration

The first-half of 2020 was an unbelievable time we will long remember.  The SECURE and the CARE Acts by themselves will make year-end planning far more complex.  However, the second-half of the year will likely hold even more significance. The 2020 election has tr....more.

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Bob Keebler

Available Now On Demand

The Mathematics of Portability: Taking Advantage of the Increased Exemptions to Ensure Optimum Planning for High Net Worth Clients.

For purposes of federal estate and gift taxes, a portability election allows a DSUE ("deceased spousal unused exclusion") amount to become available for application to the surviving spo....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Utilizing GST Rules to Maximum Advantage for Your Clients -Basic GST allocations to “inclusion ratios” to novel and powerful strategies

Are You Utilizing the GST Rules to Maximum Advantage for Your Clients? 

With the current, high estate tax exemption, many practi....more.

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Paul Hood and Bob Keebler

Available Now On Demand

Nelson v. Commissioner – The Next Chapter in Protective/Defined Value Gift and Sale Clauses - A devastating loss for the Taxpayer

Nelson V. Commissioner is the most important development in defined value gifts and sales since the landmark Wandry case.

In....more.

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Bob Keebler

Available Now On Demand

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update

Sales to grantor trusts can be very beneficial for your clients, if done correctly.  There are various ways to structure this transaction, each having its own pros and cons.  Find out which structure is best for your client in today’s tax and economic envir....more.

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Bob Keebler

Available Now On Demand

ESTATE AND WEALTH TRANSFER PLANNING FOR IRAs AFTER THE SECURE ACT – THE BEST IDEAS SO FAR

This is a class for CPAs, Lawyers and Financial Professionals that are Being asked to Help Clients with IRA Strategies.
The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem.    Ther....more.

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Bob Keebler and Martin Shenkman

Available Now On Demand

SBA ISSUES TWO SETS OF NEW REGULATIONS AND CONGRESS INTRODUCES BIPARTISAN PPP IMPROVEMENT BILL

On Friday evening, the SBA issued Interim Final PPP Forgiveness Rules and a second set of interim rules on SBA audits and appeals.  The new PPP rules go beyond the forgiveness forms, and provide timely insight into maximizin....more.

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Bob Keebler Martin Shenkman

Available Now On Demand

PPP Loan Forgiveness: Understanding, Applying and Planning for the Just Released Form and Instructions

In series of instructions only a math major could love, the SBA issued the new “PPP Forgiveness” form, which involves a myriad of computations and accounting precepts destined to chal....more.

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Bob Keebler

Available Now On Demand

IRS Issues Informal CARES Guidance on IRAs and Qualified Plan – NEW FAQs

Whether you’re a lawyer, CPA, trust officer, or financial advisor you need to show your clients that you “CARE.” Section 2202 of the Coronavirus Aid, Relief, and Economic Securi....more.

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Bob Keebler and Jere Doyle

Available Now On Demand

JUST ISSUED PROPOSED REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS

The Tax Cuts & Jobs Act (TCJA) added new Section 67(g) which suspends “miscellaneous itemized deductions” through 2025. This change has caused much confusion as practitioners are uncertain which trust deductions are suspended and which can be deducted. This....more.

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Bob Keebler Martin Shenkman Alan Gassman

Available Now On Demand

Protecting Clients (and your firm) from Civil and Criminal Penalties in a “Necessary” Challenge Under the PPP Loan Program – What to do NOW!

JUST RELEASED: SBA is extending the repayment date for ....more.

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Bob Keebler

Available Now On Demand

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

 

The paradigm shift from life expectancy distributions to a 10-year distribution is at its core more.

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Bob Keebler

Available Now On Demand

The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS AND PERSPECTIVE

We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule. &nb....more.

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Bob Keebler

Available Now On Demand

Tactical and Strategic Roth Conversions in 2020

Roth conversions have always had the potential to unlock hidden value.   Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. ....more.

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Bob Keebler and Martin Shenkman

Available Now On Demand

SBA Issues CRITICAL FRAUD WARNING to PPP borrowers. : Protecting Your Clients Against Question 31 of the PPP FAQs: “Go directly to jail, do not pass Go, do not collect $200”

On April 23, 2020, the SBA issued a new set of Frequently Asked Questions. The final question, Question 31 reads: "Do businesses owned by large companies with adequate sources of liquidity to support tha....more.

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Bob Keebler

Available Now On Demand

Tactical and Strategic Roth Conversions in 2020

Roth conversions have always had the potential to unlock hidden value.   Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. ....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Steve Oshins

Available Now On Demand

Estate Planning Techniques in a Time of Low Interest Rates: How To Help Clients Take Advantage of this PERFECT STORM

The interest rates for many estate planning techniques just hit an all-time low for transactions that will be executed in May of 2020.  With many values down and an all-time low in interest ....more.

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Bob Keebler

Available Now On Demand

Just Released New SBA Regulations for Self-Employed Individuals and Commentary on PPP bill passed by the U.S. Senate.

CARES has created immediate planning opportunities clients and advisors, but the ground is shifting fast. To make sense of it all join Bob Keebler in his exclusive 60-minute review of New Regulations to compute PPP loans and forgiveness for self-employed and partners

<....more.
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Bob Keebler

Available Now On Demand

Just Released New SBA Regulations for Self-Employed Individuals PLUS: CARES World Update: Plus Bob Answers Questions:

CARES has created immediate planning opportunities clients and advisors, but the ground is shifting fast. Over the last ten days there have been dozens of notices, information sheets, AICPA comments, SBA regulations and even “tweet guidance” from members of the ....more.

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Bob Keebler

Available Now On Demand

Bob Keebler on the Last Ten Days in the CARES World : An Additional LIVE UPDATE
CARES has created ....more.
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Bob Keebler

Available Now On Demand

Bob Keebler on the Last Ten Days in the CARES World
CARES has created ....more.
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Bob Keebler and Martin Shenkman

Available Now On Demand

Using the Payroll Protection Program of the CARES Act

BREAKING NEWS: The Small Business Administration just released Payroll Protection Program regulations Thursday night. Bob and Marty will cover this new guidance so....more.

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Bob Keebler

Available Now On Demand

Stimulus and Tax Bill (CARES) Creates Immediate Planning Opportunities: What Advisors Must Know Now to Help Clients Protect/Save their Business.

Early Thursday morning the $2.2 Trillion “CARES Act” which is designed to provide loans and loan forgiveness, tax incentives, credits and deductions to Americans and American b....more.

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Bob Keebler

Available Now On Demand

Stimulus and Tax Bill (CARES) Will Create Immediate Planning Opportunities: What Advisors Must Know

Early this morning Senator Mitch McConnell announced that there is a bipartisan deal on “CARES Act” which is designed to provide a series of tax incentives, credits and deduction to Americans and American businesses. The language is still being ironed out, and Sena....more.

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Bob Keebler

Available Now On Demand

Income Tax, Estate Planning and Estate Administration Techniques That Work Well in a Volatile Market & Low Interest Rate Environment

At market close on Friday February 28, 2020, the Dow Jones Industrial Average was down around 4,000 points from the February high. Moreover, oil prices moved about 12% lower and the yield on the 10-year Treasury note settled at a new low of 1.127%

These developments ....more.

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Bob Keebler and Jere Doyle

Available Now On Demand

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE

          With the shortened payout rule under the SECURE Act, lawyers, CPAs and financial planners will all need to have a better understanding of the taxation of trusts under Subchapter J of the Internal Revenue Code.
<....more.

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Bob Keebler

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199A Planning for Trust & Estate Attorneys

Advanced Section 199A With Trusts and Estates
For Lawyers, Financial Advisors and CPAs

The §199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This class....more.

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Bob Keebler and Ed Morrow

Available Now On Demand

The SECURE Act's Three Leading Fiduciary Trust Income Tax Planning Strategies
Since December, thousands of lawyers and CPAs have been developing ideas to address the new 10-Year Rule for the vast numbers of clients with significant retirement plans who also use trusts as the mainstay of their estate plan.  Some sol....more.
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Bob Keebler and Christopher Hoyt

Available Now On Demand

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

There are three strategies to simulate the stretch IRA; Roth conversions, life insurance and the CRT. This class will provide an in-depth examination of the charitable remainder trust. In their exclusive LISI Webinar, Professor Christopher Hoyt and Bob....more.

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Bob Keebler

Available Now On Demand

Strategic & Tactical Roth Conversions after the SECURE Act

Strategic & Tactical Roth Conversions after the SECURE Act

Roth conversions have always had the potential to unlock hidden value. In the past, it was perhaps simple nominal conversions to take ....more.

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Bob Keebler, Jonathan Blattmachr, Marty Shenkman

Available Now On Demand

SECURE Act: More Thoughts and Planning Ideas
LISI has provided advisors with significant commentary on the Secure Act. Now that we have had some time to digest the first impressions, this webinar by Jonathan Blattmachr, Bob Keebler and Martin Shenkman will provide a discussion of various aspects....more.
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Bob Keebler

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IRAs and Qualified Plans During an Estate Administration: UPDATED FOR THE SECURE ACT

The Secure Act’s ten-year rule changes most of the tried and true principles and greatly impacts on how we will approach spousal rollovers, disclaimers, income tax planning and beneficiary payouts for IRAs and Roth IRAs. When a client dies with an IRA or qu....more.

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Bob Keebler

Available Now On Demand

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World”
This is a critical post-Secure Act class for lawyers drafting trusts to receive IRAs at death and the CPAs and Financial advisors that work with those lawyers. 

Unfortunately, not enough attention is paid to the tax aspects ....more.

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Bob Keebler

Available Now On Demand

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT
The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem.

more.
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Bob Keebler and Michael Geeraerts

Available Now On Demand

Insurance Applications and Sales Opportunities
Understanding the Business Market and Sales Opportunities for Financial Planners and Insurance Agents – Episode Three of A Three Part Series

3 Part Series for the Price of 2

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advi....more.

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Bob Keebler

Available Now On Demand

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING!

The Secure Act Is Going to be Enacted this Week: Are You Fully Prepared?

10 DAYS TO THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSID....more.

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Bob Keebler and Michael Geeraerts

Available Now On Demand

If You Don’t Understand the New and Very Broad Life Insurance Transfer for Value Rules, You and Your Clients Could Be In Store for Some Serious Pain

The Tax Cuts and Jobs Act amended Section 101 to deal with the transfer for value rule for reportable policy sales and added Section 6050Y to impose reporting requirements for reportable policy sales.  On October 25, the final treasury r....more.

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Bob Keebler and Michael Geeraerts

Available Now On Demand

Tax Differences Between Entities
Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 2 of A 3 Part Series
3 Part Series for the Price of 2

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advi....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

Legal Structure and Issues : Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 1 of A 3 Part Series
3 Part Series for the Price of 2

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advi....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Final “Clawback” Regulations Just Issued by the Treasury: What Every Advisor Needs to Know About this Important Development

On Friday, November 22nd, the IRS issued the final “clawback” regulations addressing the mathematical operation of the estate tax exemption after....more.

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Bob Keebler

Available Now On Demand

IRS Issues New Life Expectancy Rules for IRAs including Complex Post-Mortem Transitional Provisions every Planner Must Know :122 Pages

On Thursday, November 7, the Service released 122 pages describing proposed regulations which will modify Required Minimum Distributions (RMDs). The new rules must be understood by those whose provide advice regarding RMDs – including post-mortem RMDs. This 60-minute ....more.

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Bob Keebler

Available Now On Demand

Proactive 2019 Year End Planning

Year-end planning is an essential annual task and the last two months of 2019 will move quickly. Those who fail to plan, will lose out. Now is the time for you to encourage your clients to act. In this course Bob will discuss the following year-end planning strategies:

....more.
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Bob Keebler and Michael Geeraerts

Available Now On Demand

Life Insurance and S Corporations: Know the Rules

S Corporations are a popular entity for business owners and they often need or want to purchase life insurance.  There are some tricky issues that can come up with life insurance and S Corporations, so it is extremely important to understand the rules, traps and potential....more.

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Bob Keebler and Michael Geeraerts

Available Now On Demand

Life Insurance Planning Techniques That Work Well in a Low Interest Rate Environment

Despite the current continuing economic expansion, interest rates have fallen considerably in recent months. This development is important because just as many wealth transfer techniques are interest rate dependent, man....more.

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Bob Keebler

Available Now On Demand

IRC § 199A for Real Estate

Tax reform has produced great opportunities and significant traps for the unwary. This is especially true for real estate investors and availing themselves of the Section 199A deduction. This webinar will cover the following points:

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Bob Keebler

Available Now On Demand

Are You Utilizing the GST Rules to Maximum Advantage for Your Clients?
<....more.
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Bob Keebler

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Basic Estate Administration for CPAs & FAs

Some CPAs & FA’s might focus on estate administration; however, it is thrust upon many more. This course provides an overview regarding how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. The course incl....more.

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Bob Keebler

Available Now On Demand

Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment

Despite the current continuing economic expansion, interest rates have fallen considerably in recent months.  This development is important to those seeking to minimize their tax-liabilities because the efficacy and effectiveness of many wealth transfer techniques are....more.

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Bob Keebler

Available Now On Demand

The Efficacy and Application of 30 Common Trusts

Trust terminology can unfortunately be very confusing. A 100-page document is often named using the terms of a single-clause. However, practitioners must navigate this strange practice if they are to effectively advise their clients. In this presentation, I will cover 30 o....more.

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Bob Keebler

Available Now On Demand

The Nitty-Gritty Details of Income Tax Basis

Basis is trickier than it might appear. Many believe they understand the concept, however once mired in a specific case questions emerge. The current estate planning environment requires planners to understand the income tax, especially basis, better than the estate tax. This ....more.

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Bob Keebler

Available Now On Demand

IRAs to Charities and CRTs After the SECURE Act.

There are three strategies to simulate the stretch IRA; Roth conversions, life insurance and the CRT. This class will provide an in depth examination of the charitable remainder trust.

    • What the SECURE Act means for the 10-year r....more.
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Bob Keebler

Available Now On Demand

Life Insurance and the Secure Act – Strategies and Solutions

Join us and CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA,  for a presentation focused on using life insurance to complement strategies to address the ten year IRA distribution rule under the Secure bill.

During this 90-minute ....more.

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Bob Keebler

Available Now On Demand

199A Lessons from Busy Season, Foundational Concepts - Beyond the Basics.

Almost six months later we have an added practical perspective on how to apply the 199A regulations and added developments.   Many CPAs have extended returns while developing a better sense only obtained from a busy tax season.
First, refresh your understa....more.

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Steve Oshins and Bob Keebler

Available Now On Demand

Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts

The Supreme Court's decision in Kaestner marks the beginning of a massive paradigm shift in the world of trust planning.   The Court held that North Carolina could not tax an out-of-state trust simply on the basis of the discretionary beneficiary....more.

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Bob Keebler and Michael Geeraerts

Available Now On Demand

TOP INCOME TAX PLANNING OPPORTUNITIES For 2019

Based on the planning ideas in Bob Keebler’s Top 40 Tax Planning Opportunities For 2019, Bob and Michael Geeraerts will review many of the great ideas in the book.  Clients are constantly asking for c....more.

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Bob Keebler

Available Now On Demand

Mathematics of Portability: Wealthy Clients: Tax Issues, Portability & taking advantage of the increased exemptions, and other crucial estate document provisions to ensure optimum planning for high net worth clients.

For purposes of federal estate and gift taxes, a portability election allows a DSUE ("deceased spousal unused exclusion") amount to become available for application to the surviving spouse's subsequent transfers during life or at death.
In today’s ....more.

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Bob Keebler

Available Now On Demand

Tax Aspects of Decanting - A 2019 Update

Decanting is the act of distributing the assets of an old trust to a new one with more favorable terms.  It provides an easy, inexpensive method of correcting errors or ambiguities, adapting a trust to changes in a settlor’s objectives or changes in a benefic....more.

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Bob Keebler & Stephen J. Bigge

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Advanced Roth IRA Conversion Planning After the TCJA and Secure Act

The Secure bill, pending in the Senate, changes the mathematics of wealth transfer planning for IRAs.  From an income tax standpoint, Roth conversions mitigate the negative bracket arbitrage of year ten payout.  

While many professional adv....more.

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Bob Keebler

Available Now On Demand

The End is NEAR for Stretch IRA - How to SIMULATE the BENEFITS for your clients.

The end is Near for the Stretch IRA – How to Simulate the Benefits For Your Clients

The paradigm shift from life expectan....more.

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Bob Keebler and Michael Geeraerts

Available Now On Demand

Estate Planning Opportunities For 2019

Based on the planning ideas in Bob Keebler’s Top 40 Tax Planning Opportunities For 2019, Bob and Michael Geeraerts will review many of the great ideas in the book.  Clients are constantly asking for c....more.

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Bob Keebler, Jonathan Blattmachr, Marty Schenkman

Available Now On Demand

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal - A Special Re-Broadast

Democratic Senator Bernie Sanders Estate & Gift Tax Proposal:
Plan before a return to 2009 but limited discounts, GRATs & IDGTs

 ....more.

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Bob Keebler

Available Now On Demand

A FIRST LOOK AT IRA LIFE EXPECTANCY PAYOUT CHANGES UNDER THE “SECURE BILL” AND THE BEST IDEAS SO FAR

In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to e....more.

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Bob Keebler

Available Now On Demand

New 2019 Mathematics of Estate Planning After the Tax Cuts and Jobs Act

Robert Keebler, CPA/PFS, MST, AEP in this webinar will focus on how the income tax is the new estate tax under the tax bill.  This is a “must see” webinar for advisors in the wealth transfer space.  During this webinar, Bob will cover the following to....more.

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Bob Keebler, Jonathan Blattmachr, Marty Schenkman

Available Now On Demand

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal

Democratic Senator Bernie Sanders Estate & Gift Tax Proposal:
Plan before a return to 2009 but limited discounts, GRATs & IDGTs

Income and transfer tax planning for the wealthy is unfortunately fl....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Sales to Grantor Trusts

Sales to grantor trusts can be very beneficial for your clients, if done correctly.  There are various ways to structure this transaction, each having its own pros and cons.  The Woelbing case recently docketed in the U.S. Tax Court requires a de novo....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

Retirement plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences. This presentation will review foundation concepts, describe some common disa....more.

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Bob Keebler

Available Now On Demand

199A Case Studies with Newly Issued Tax Compliance Forms

The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with a number of tricky questions that require detailed quantitative analysis before clients can be properly advised on what to do. On April 16, 2019 the IRS issued brand new 199A forms. Join ....more.

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Bob Keebler and Michael Geeraerts

Available Now On Demand

Finding the 199A Sweet Spot - Revisited for Final Regulations
199A may be the most important development that came out of the Tax Cuts and Jobs Act, and is clearly a hot topic that clients and advisers need to understand.

Join nationally recognized 199A expert Bob Keebler in h....more.
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Bob Keebler and Keith Schiller

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Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

In their exclusive LISI Webinar, Bob Keebler and Keith Schiller provide you with their insider’s tips on how to avoid nasty estate and gift tax audit traps. Let these nationally recognized experts get you up to speed on everything you need to know about IRS transfer tax ....more.

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Bob Keebler & Peter Melcher

Available Now On Demand

199A - CRITICAL TAX SEASON ISSUES PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

CRITICAL TAX SEASON §199A ISSUES IN 30 MINUTES
 PLUS 60 MORE MINUTES OF OPEN QUESTIONS<....more.

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Bob Keebler

Available Now On Demand

How To Accurately Prepare the 709 Gift Tax Return

In his webinar, Bob provides advisors with an important refresher course on gift tax returns. This 90 minute course reviews the critical gift and GST issues encountered when preparing federal gift tax returns, Form 709. This simply is a "must see" webinar s....more.

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Bob Keebler and Michael G. Goller

Available Now On Demand

Penalty Proofing Your Client's 199A Deduction: How To Avoid Penalties

This class will prove to be one of Bob’s most timely, insightful and actionable classes.   Joining Bob will be Michael Goller, JD a nationally recognized tax lawyer who has taught practice and procedure at the graduate school level and for 1,000s of CPAs a....more.

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Bob Keebler

Available Now On Demand

Section 199A Planning for Real Estate: Everything Real Estate Investors and Their Advisors Need to Know to Maximize the 199A Deduction
more.
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Bob Keebler

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Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series

Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an....more.

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Bob Keebler

Available Now On Demand

Properly Preparing the Form 706 Estate Tax Return Series (Including Portabliity Issues)

Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

199A Post-Final Regulations Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with a number of tricky questions that require detailed quantitative analysis before clients can be properly advised on what to do. Join Bob Keebler in his exclusive LISI&....more.
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Bob Keebler and Michael Geeraerts

Available Now On Demand

Critical 199A Mathematics Updates: What Advisors Need To Know To Properly Advise Clients About the Small Business Deduction

Advisers must have a strong understanding of Section 199A for the upcoming tax return filing season and understand its intricate calculations.  Join nationally recognized 199A expert Bob Keebler and Michael Geeraerts in their exclusive LISI ....more.

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Bob Keebler

Available Now On Demand

Breaking News: The Final 199A Regulations Have Been Released, Bob Keebler Covers It All in His Exclusive LISI Webinar!

The Treasury/IRS released the final 199A regulations on Friday, January 18th, which can be found at this link: more.

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Bob Keebler

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Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

Your clients either have or will have settled trusts and eventually will have an estate which will be subject to federal income taxation and compliance often involves unique concepts you must understand. In this exclusive LISI webinar, Bob Keebler will get you quickly up t....more.

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Bob Keebler

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GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting

Although you may regularly prepare Form 709s (federal gift tax returns), these are more advanced level reporting issues that you may not be familiar with - - and you need to know.

  • How to be sure you clearly and fully u....more.
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Bob Keebler

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Tax Planning for Selling a Business

Exit planning is one of the hottest topics in the financial services industry. Understandably, the sale of a business often represents the culmination of years, if not a lifetime, of a client’s hard work, and one of the most issues impacting sale transactions is how it t....more.

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Bob Keebler

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Choice of Entity Planning

The Section 199A 20% small business deduction and the lowering of the top  corporate income tax rate to 21% are the largest opportunities in the Tax Cuts and Jobs Act. Both of these changes present business owners with an important but difficult “choice of enti....more.

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Bob Keebler

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Proactive Year-End Tax Planning

Regardless, whether you’re a financial advisor, life insurance agent, CPA or attorney, you need to be advising your clients as to the best course of action for the time remaining in 2018 and into 2019.

 

The TCJA changed everything necessitating a co....more.

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Bob Keebler

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Taxation of Real Estate After the Tax Cuts and Jobs Act
Tax reform has produced great opportunities - and potential pitfalls - for clients with real estate. Explore some of the key issues, including the new Section 199A deduction for pass-through income and how it relates to real estate. Learn about the new limitation on the deducti....more.
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Bob Keebler

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An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer

In his fast-paced, information packed webinar, Bob Keebler will cover the planning strategies that have arisen since the Tax Cuts and Jobs Act was enacted in December of 2017. This class is ideal for anyone advising wealthy clients who are looking for estate and ....more.

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Bob Keebler

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Do's and Don'ts of 199A Planning

The Do’s and Don’ts of 199A Planning promises to be our most insightful 199A class yet. Unlike the traditional code and regs appr....more.

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Bob Keebler and Michael Geeraerts

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199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End

more.

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Bob Keebler

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199A and Specified Service Businesses

With the tax filing season right around the corner, it’s vital that advisors have a clear understand of the complicated rules in Section 199A regarding “Specified Service Trades or Businesses." The definition in the statute is broad and flexibl....more.

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Bob Keebler and Michael Geeraerts

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Finding the 199A Sweet Spot
199A may be the most important development that came out of the Tax Cuts and Jobs Act, and is clearly a hot topic that clients and advisers need to understand.

Join nationally recognized 199A expert ....more.
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Bob Keebler

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New 1041 Class

Your clients either have or will have settled trusts and eventually will have an estate which will be subject to federal income taxation and compliance often involves unique concepts you must understand. In this exclusive LISI webinar, Bob Keebler will get you quickly up to sp....more.

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Bob Keebler

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Understanding New Section 199A & – A Post-Regulation Case Study Approach

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will explore the mathematics of the deduction with an iterative case-study approach.

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Bob Keebler

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Roth Conversions after Tax Reform

While many professional advisors know about the basic rules of Roth IRAs, they do not understand the economic/tax intricacies associated with them.  Unfortunately, the failure to understand the mathematical fundamentals of Roth IRAs can lead to making disastrous decisio....more.

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Bob Keebler

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What the Financial Professional Really Needs to Know About Tax Reform

It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. The best way to do this is to join Bob Keebler, CPA/PFS, MST, AEP for his exclusive LISI webinar that explores what the financial prof....more.

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Bob Keebler

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Important Webinar Event: Bob Keebler Reviews the New 199A Regulations

The best way to prepare for this important development is twofold. 

First, refresh your understanding on the current 199A rules. Second, join nationally recognized 199A expert Bob Keebler in his exclusive 90 minute more.

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Bob Keebler

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Understanding and Completing Form 706
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding ....more.
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Bob Keebler

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Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks
The executor of any new estate required to file a Form 706 must understand the basis consistency rules. These rules and new IRS Form 8971 are an information reporting regime to maintain consistency between the values reported on an estate tax return and t....more.
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Lee Slavutin & Bob Keebler

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Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

Lee Slavutin & Bob Keebler: Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act
In this fast-paced webinar, Lee Slavutin and Bob Keebler will review and comment on a number of important life insurance planning strategies that are presented aft....more.

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Bob Keebler

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199A Case Studies - A Refresher

Understanding New Section 199A – A Case Study Approach

 

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will....more.

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Bob Keebler

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What CPAs and Financial Planners Should Know About Trusts and Estates

This is a survey course on the intergenerational transfer of property - focusing on what the CPA should know about trusts and estates. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to unders....more.

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Bob Keebler

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2018 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases

2018 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases 

In this one-hour session Bob Keebler will review federal income and transfer tax developments from the prior quarter relevant to estate planning and personal financial planning. This includes....more.

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Steve Leimberg and Bob Keebler

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Class Five: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Steve Leimberg and Bob Keebler - Marketing Your Practice in a Brave New World

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate....more.

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Bob Keebler

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Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709
Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections

In this fast-paced webinar Bob will discuss important elections associated with Form 709, 706, and 1041. The focus of this course will be reviewing returns and identifying k....more.
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Bob Keebler

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Class Three: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption 

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning fo....more.

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Steve Oshins and Bob Keebler

Available Now On Demand

Advanced Section 199A with Trusts and Estates

The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act.    This class is designed for lawyers, financial planners, trustees and CPAs that need to explore the limitations of the 199A deduction and how....more.

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Bob Keebler

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Class One: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Prelude with Bob Keebler

Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption 

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but th....more.

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Bob Keebler

Available Now On Demand

Understanding Section 199A - Creating a Solid Foundation
One of the main opportunities in the Tax Cuts and Jobs Act is the Section 199A 20% small business deduction.  CPAs, attorneys, financial planners and trustees will learn techniques to enhance the 20% deduction and examine the limitations of the 199A deduction.  D....more.
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Bob Keebler

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Estate Administration for IRAs

When a client dies with an IRA or qualified plan the estate’s advisors must balance the tax law with a variety of financial and property law issues. In this fact-paced class Bob will address the critical questions that must be reviewed from the first family meeting ....more.

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Bob Keebler

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Five Things Attorneys Can Pivot To Without The Estate Tax Click to Listen to Bob's description

Join estate and tax planning expert Robert Keebler as he discusses five of the best income tax and asset protection ideas in 2018. This is one of the best opportunities for lawyers and trust officers to help clients since the Tax Reform Act of 1986. The challenge is a massive ....more.

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Bob Keebler

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Taxation of Real Estate After Tax Reform - Click to Listen to Bob's description

Tax reform has produced great opportunities for clients with real estate, but, there are also traps to watch out for.  Estate or tax planning attorneys, CPAs and financial advisors will benefit by joining us for “Tax Planning for Real Estate Under the Tax ....more.

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Bob Keebler

Available Now On Demand

Practice Management- How to Approach and Help Clients with Tax Reform - Click to Listen to Bob's description
PRACTICE MANAGEMENT: HOW TO APPROACH AND HELP CLIENTS AND REFERRAL SOURCES WITH TAX REFORM

 

The Tax Cuts and Jobs Act of 2017 is providing lawyers, CPAs, trust officers and financial planners with the most important opportunit....more.

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Bob Keebler and Steve Oshins

Available Now On Demand

Bob Keebler & Steve Oshins: Estate Planning After Tax Reform - Click to Listen to Bob's description

Estate or tax planning attorneys, CPAs and financial advisors will benefit by joining us for “Estate Planning After Tax Reform” a presentation by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA and Steven J. Oshins, J.D., AEP (Distinguished), p....more.

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Bob Keebler

Available Now On Demand

Taxation of Entities - A Refresher
(90 Minutes) - Click to Listen to Bob's description

Taxation of Entities

The TCJA is requiring all of us to brush-up on the choice of entity.   The heart of the issue seems to focus on the 21% corporate rate versus the impact of Section 199A.

Business taxation is complex and the ru....more.

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Bob Keebler

Available Now On Demand

Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client's Numbers - Click to Listen to Bob's description

Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with six tricky questions that require detailed quantitative analysis before clie....more.

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Bob Keebler

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Estate Planning for IRAs Payable to Trusts, Plus a 30 Minute Prequel on the Foundational Rules - Click to Listen to Bob's description

During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevert....more.

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Bob Keebler

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Income Tax Planning with IRAs and Qualified Retirement Plans - Click to Listen to Bob's description

Income Tax Planning with IRAs and Plans

 

Retirement distribution planning is often understood from a pure investment perspective. However, many do not fully understand the complex income tax rules.  During this f....more.

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Bob Keebler

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Understanding New Section 199A - A Case Study Approach : Plus Q&A - Click to Listen to Bob's description

Understanding New Section 199A – A Case Study Approach

 

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

199A Case Studies - Click to Listen to Bob's description

Understanding New Section 199A – A Case Study Approach

 

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Tax Aspects of Decanting - Click to Listen to Bob's description

Decanting is the act of distributing the assets of an old trust to a new one with more favorable terms.  It provides an easy, inexpensive method of correcting errors or ambiguities, adapting a trust to changes in a settlor’s objectives or changes in a benefic....more.

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Bob Keebler

Available Now On Demand

How To Accurately Prepare the 709 Gift Tax Return

In his webinar, Bob provides advisors with an important refresher course on gift tax returns. This 60 minute course reviews the critical gift and GST issues encountered when preparing federal gift tax returns, Form 709. This simply is a "must see" webinar s....more.

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Bob Keebler

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Tax Reform - The Final Edition: UPDATED for January: 2 hours: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning
 

Now that we've had time to analyze what’s in the tax bill, new learning and approaches have developed. As a result, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. The best way to do....more.  More Info. Watch ON - DEMAND



Bob Keebler and Steve Oshins

Available Now On Demand

Bob Keebler & Steve Oshins: The New 20% Small Business Deduction - Sophisticated Tax Planning Strategies Lawyers, CPAs and Planners Need to Know - Listen to Bob's Description

Bob Keebler & Steve Oshins: The New 20% Small Business Deduction - Sophisticated Tax Planning Strategies Lawyers, CPAs and Planners Need to Know
The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. ....more.

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Bob Keebler

Available Now On Demand

The Income Tax Is the New Estate Tax; The Mathematics of Estate Planning – Income Tax Basis Versus the Estate Tax - The Post Tax Reform Edition
Bob Keebler, CPA/PFS, MST, AEP on Friday January 12th @ 3pm ET in his special LISI webinar focused on how the income tax is the new estate tax under the tax bill. This is a “must see” webinar for attorneys, CPAs, trust offi....more.
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Bob Keebler

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Detailed Look at How the New Rules in Section 199A for the Deduction for Qualified Business Income of Pass-Thru Entities Work

Join Bob KeeblerCPA/PFS, MST, AEP on Thursday January 4th @ 3pm ET for his special LISI webinar focused on how the new pass-through income taxation rules work. This is a “must see” webinar ser....more.

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Bob Keebler

Available Now On Demand

Tax Reform - The Final Edition: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

Now that we know what’s in the tax bill, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. The best way to do this is to join Bob KeeblerCPA/PFS, MST, AEP o....more.

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Bob Keebler

Available Now On Demand

LISI's Tax Reform Bill Update & New Passthrough Income Taxation: Statutory Review & Short-Term/Urgent and Longer-Term Planning

FLASH: LISI's Tax Reform Bill Update & New Passthrough Income Taxation: Statutory Review & Short-Term/Urgent and Longer-Term Planning

more.

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Bob Keebler

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Limited Window of Opportunity - Change in Stock Basis Ordering Rules

The Senate tax reform proposal requires that taxpayers use the FIFO method, which simply means that the oldest lot must be sold or gifted first. That's the easy part; the hard part for advisors is the planning that will need to be done during a very short window of opportu....more.

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Bob Keebler

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Bob Keebler's First Look at the House Tax Bill: What Advisors Need to Know Now to Better Inform Their Clients - Plus - Preparing Forms 1041/706/709 - Two for one special

The House's Tax Bill was released on Thursday, November 2nd and we now know what the details look like. This latest step puts Congress on a fast and furious pace to completely re-write the tax code by Christmas, which could bring massive change to clients and practitioners....more.

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Bob Keebler

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Tax Reform Traps for the Unwary: Developing an Action Plan Now

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....more.

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Bob Keebler

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Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:Including New Developments.

Breaking News! The "Big Six" tax reform negotiators released their Tax Reform Framework.

....more.
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Bob Keebler

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Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:

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 webina....more.

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Bob Keebler

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Decanting Basics & Taxation.

Decanting is the act of distributing the assets of an old trust to a new one with more favorable terms. It provides an easy, inexpensive method for correcting errors or ambiguities, adapting a trust to changes in a settlor's objectives or changes in a beneficiary's cir....more.

  More Info. Watch ON - DEMAND



Bob Keebler

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Best Ideas in 2017 - What the Planner Needs to Know

There's no better time than the present for advisors to review some of the best planning ideas in 2017. ....more.

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Bob Keebler

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Overview of Portability and Rev Proc 2017-34.

For purposes of federal estate and gift taxes, a portability election allows a DSUE ("deceased spousal unused exclusion") amount to become available for application to the surviving spouse's subsequent transfers during life or at death. The has IRS issued numerou....more.

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Bob Keebler

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"The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning"

Tax Reform will bring practitioners massive changes in the taxation of business entities. If the top corporate rate drops to 15% and if certain pass-through income is taxed at 15%, many planning issues and strategies will present themselves to business-owner clients, part....more.

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Bob Keebler

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"The Trump Tax Plan"

In his webinar, Bob will provide members with his analysis of the Trump Tax Plan that was announced on April 26th. Bob’s presentation will give you the head start you need to help clients plan for the coming changes to the tax code. Be sure to join Bob for his 45-mi....more.

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Upcoming Webinars


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Steve Gorin Steve Trytten

September 25, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language

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Ed Morrow Jonathan Blattmachr Martin Shenkman,

September 30, 2020 1:00PM ET - 2:30PM ET ET

Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts after Kaestner and Fielding

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Steve Gorin Steve Trytten

October 1, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language - A Special Re-Broadcast

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Bob Keebler

October 2, 2020 1 PM 2:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

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Steve Siegel

October 2, 2020 3:00PM ET - 4:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 1

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Colleen Flynn Alan Gassman

October 8, 2020 3:00PM ET - 4:30PM ET ET

Pitfalls for Employers to Avoid when Reopening or Returning Workers to the Office During COVID-19

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Steve Siegel

October 9, 2020 1:00PM ET - 2:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 2

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Mark Merric

October 9, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Three-Part International Estate Planning Series

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Gary L. Flotron

October 16, 2020 3:00PM ET 4:30PM ET ET

Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

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Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

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On Demand Recordings



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Richard Nenno

September 24, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

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Paul Hood

September 24, 2020 1:00PM ET - 2:30PM ET ET

Beware Indirect Gifts! Is YOUR Planning Creating Them?

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Steve Gorin and Katie Lynagh

September 23, 2020 1:00 PM - 2:30 PM ET ET

Yearend Use of Exemption – Beware Reserved Attack on Clawback

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Steve Gorin and Katie Lynagh

September 18, 2020 3:00 PM - 4:30 PM ET ET

Yearend Use of Exemption – Beware Reserved Attack on Clawback

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Richard Nenno

September 17, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

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Paul Hood

September 11, 2020 1 PM 2:30PM ET ET

Critically Important NEW Buy-Sell Case: The Three Appraisal Sidestep-Walsh v. White House Post Productions, LLC

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Mark Merric

September 11, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Three-Part International Estate Planning Series

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Bob Keebler

September 10, 2020 3 PM - 4:30 PM ET ET

Income Tax, Estate Planning and Estate Administration Techniques That Work Well in a Volatile Market & Low Interest Rate Environment - An Important UPDATE

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Steve Gorin

September 10, 2020 1:00PM ET - 2:30PM ET ET

Basis Step-Up Strategies in Light of Portability and Tax Law Changes Registration Includes INSTANT DELIVERY of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” a 2500+ page PDF

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Brandon Ketron Kevin Cameron

September 4, 2020 3:00PM ET - 4:00PM ET ET

PPP Update: SBA Releases August 24th IFRs That Place Limitations on Payments to Related Parties

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Bob Keebler

September 3, 2020 3:30PM ET - 5:00 PM ET ET

Charity and the Tax Code, Updated for the Secure Act

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Jonathan Blattmachr Martin Shenkman and Bob Keebler

August 28, 2020 3:00PM ET - 4:30PM ET ET

Dynasty Trusts, SLATs and SLANTs, Basis and other Estate Planning Before End of 2020

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Steven Siegel

August 27, 2020 3:00PM ET - 4:30PM ET ET

Domicile Planning: Shopping and Changing – Is It Time to Get Out of Dodge?

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Paul Hood Ed Morrow

August 27, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3

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Steven Siegel

August 21, 2020 3:00PM ET - 4:30PM ET ET

The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Crucial Planning Decisions for the 99%

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Larry Katzenstein

August 20, 2020 3:00PM ET - 4:30PM ET ET

Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!

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Jerry Hesch Martin Shenkman Alan Gassman

August 18, 2020 3:00PM ET - 4:30PM ET ET

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

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Alan Gassman Brandon Ketron Kevin Cameron

August 13, 2020 3:00PM ET - 4:30PM ET ET

PPP and EIDL UPDATE: August 4TH FAQ'S, NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

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Paul Hood Ed Morrow

August 13, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 2

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Paul Hood Ed Morrow

August 6, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 1

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Alan Gassman Brandon Ketron Kevin Cameron

August 6, 2020 3:00PM ET - 4:30PM ET ET

PPP and EIDL UPDATE: August 4TH FAQ'S, NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

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Jonathan Blattmachr Martin Shenkman Teresa Bush

July 31, 2020 1:00PM ET - 2:30PM ET ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now

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Bob Keebler

July 30, 2020 3:00 PM ET - 4:30 PM ET ET

Best of The Best: The Very Best Tax Planning Ideas in 2020

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Paul Hood

July 30, 2020 1:00PM ET - 2:30PM ET ET

Panacea or Potential Problem: An Exploration of T-CLATs.

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Natalie Choate Denise Appleby

July 24, 2020 2:00PM ET - 3:30 PM ET ET

Natalie Choate & Denise Appleby on Notices 2020-50 and -51: New Guidance Expands Eligibility for CARES Act Non-RMD Rollovers and Coronavirus-Related Distributions: Clients Must Take Action by August 31, 2020, To Avoid Unnecessary Taxes!

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Bob Keebler

July 23, 2020 3:00 PM ET - 4:30 PM ET

Year-End Planning in 2020: Including Planning for a Potential Biden Administration

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Alan Gassman Brandon Ketron Kevin Cameron

July 21, 2020 3:00PM ET - 4:00PM ET ET

Free PPP Spreadsheet Training: Great for CPAs and Staff!

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Alan Gassman Brandon Ketron Kevin Cameron

July 20, 2020 3:00PM ET - 4:00PM ET ET

Free PPP Spreadsheet Training: Great for CPAs and Staff!

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Paul Hood

July 16, 2020 1:00PM ET - 2:30PM ET

Health Care Powers of Attorney, Advance Directives, Living Wills, POLST and HIPAA Authorization Analysis. It’s That Time…How’s YOUR Bedside Manner?

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Bob Keebler

July 10, 2020 11:00AM ET - 12:30PM ET ET

The Mathematics of Portability: Taking Advantage of the Increased Exemptions to Ensure Optimum Planning for High Net Worth Clients.

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Steve Oshins

July 10, 2020 3:00 PM ET - 4:30 PM ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind - LIVE

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Alan Gassman Brandon Ketron Kevin Cameron

July 3, 2020 2:00PM ET - 3:30PM ET ET

PPP Loan Update - SBA New June 22 Interim Final Rules Pave the Way to Mid Period Forgiveness and More-- Time to Apply for Forgiveness!

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Alan Gassman Brandon Ketron Kevin Cameron

July 2, 2020 3:00PM ET - 4:30PM ET ET

PPP Loan Update - SBA New June 22 Interim Final Rules Pave the Way to Mid Period Forgiveness and More-- Time to Apply for Forgiveness!

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Alan Gassman Christopher Denicolo and Brandon Ketron

June 26, 2020 3:00PM ET - 4:30PM ET ET

IRA AND RETIREMENT PLANNING UNDER THE CARES ACT, INCLUDING IRS NOTICE 2020-50 AND WHAT YOU NEED TO KNOW FOR SMALL BUSINESS PLANNING

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Paul Hood Chris Mercer

June 25, 2020 1:00PM ET - 2:30PM ET ET

Valuable Conversations Attorneys and Business Appraisers Must Have: Buy-Sell Agreements, Appraisal Review, Gift & Estate Taxes, Litigation & More

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Bob Keebler

June 24, 2020 4:00 PM - 5:30 PM ET ET

Utilizing GST Rules to Maximum Advantage for Your Clients -Basic GST allocations to “inclusion ratios” to novel and powerful strategies

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Paul Hood and Bob Keebler

June 19, 2020 11:00 AM - 12:30 PM ET ET

Nelson v. Commissioner – The Next Chapter in Protective/Defined Value Gift and Sale Clauses - A devastating loss for the Taxpayer

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Alan Gassman Brandon Ketron Kevin Cameron

June 19, 2020 1:00PM ET - 2:30PM ET ET

Essential PPP and EIDL Loan Update - What’s Happened Since June 5th, Including Coverage of Recently Released Interim Final Rules, New PPP EZ Forgiveness Application and Instructions Published June 16th, June 17th Guidance for Independent Contractors and Answers to the Hardest Questions  

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Paul Hood

June 18, 2020 4:00PM ET - 5:30PM ET ET

Charitable Planning in 2020-Including the Charitable LLC!

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Lawrence J. Rybka Chris Bottaro Michael Michlitsch

June 18, 2020 2:00PM ET - 3:30 PM ET ET

ALTERNATE ROUTES FOR ISSUING AND SERVICING LIFE INSURANCE POLICIES: How to use an insurance GPS for “rerouting” underwriting requirements, product limits and service issues in a COVID-19 restricted business environment

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Denise Appleby

June 12, 2020 1:00 PM - 2:30 PM ET ET

Appleby’s Top 10 Factors for Choosing Between a SEP IRA and a SIMPLE IRA

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Jason Early

June 12, 2020 3:00 - 3:30 PM ET ET

Permanent Life Insurance During Times of Uncertainty

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Bob Keebler

June 11, 2020 3:00PM ET - 4:30PM ET ET

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update

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Bob Keebler

June 10, 2020 3:00PM ET - 4:30PM ET ET

ESTATE AND WEALTH TRANSFER PLANNING FOR IRAs AFTER THE SECURE ACT – THE BEST IDEAS SO FAR

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Steven L. Kriz, Esq. Melisa Seyhun, Esq., and Martin M. Shenkman, Esq.

June 5, 2020 3:00PM ET 4:30PM ET ET

LGBTQ: Estate, Financial and Legal Planning and Drafting

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Denise Appleby

June 4, 2020 1:00 PM - 2:30 PM ET ET

Appleby’s Guide to Avoiding the Top 10 IRA Distribution Mistakes

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Alan Gassman and Brandon Ketron

June 4, 2020 5:00PM ET - 6:00 PM ET ET

BREAKING NEWS: PPP Rules and Strategies Under the New House and Senate PPP Reform Bill: What We Will Have As a Result of the New Legislation.

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Kevin Cameron and John Beck

June 3, 2020 5:00PM ET - 6:00 PM ET ET

An Independent Contractor and Sole Proprietor’s Guide to EIDL and PPP Loans, and More!

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Alan Gassman Brandon Ketron Kevin Cameron

June 3, 2020 1:00PM ET - 3:00PM ET ET

Get Your PHD in PPP, Including an Important Update on What Congress is Doing

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Paul Hood

May 28, 2020 1:00PM ET - 2:00PM ET ET

The Magic Carpet of Estate Planning: Cutting Edge Planning and Drafting with Powers of Appointment

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Martin Shenkman Jonathan Blattmachr and Mitchel Gans

May 28, 2020 3:00PM ET - 4:30PM ET ET

Electronic and Remote Signing During the Pandemic and the Slow Return to the “New Normal” : Practical Analysis and Suggestions

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Alan Gassman and Brandon Ketron and Kevin Cameron

May 26, 2020 11:30 AM - 1:00 PM ET ET

MAXIMIZING PPP LOAN FORGIVENESS AFTER THE NEW SBA INTERIM FINAL RULES ISSUED MAY 22ND - TIPS, TRICKS AND STRATEGIES FOR CPAS, LAW FIRMS AND OTHER ADVISORS TO SURVIVE AND THRIVE DURING THIS CRISIS. INCLUDES 30 MINUTES OF QUESTIONS AND ANSWERS.

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Bob Keebler and Martin Shenkman

May 26, 2020 4:00PM - 5:30PM ET ET

SBA ISSUES TWO SETS OF NEW REGULATIONS AND CONGRESS INTRODUCES BIPARTISAN PPP IMPROVEMENT BILL

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Alan Gassman Christopher Denicolo and John Beck

May 21, 2020 3:00PM ET - 4:30PM ET ET

Planning for IRAs and Retirement Plans After the SECURE Act and the CARES Act - How the Landscape Has Changed

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Alan Gassman and Brandon Ketron

May 21, 2020 5:00PM ET - 6:30PM ET ET

Medical Practice and Medical Business and Practice Relief Applications, PPP Loans and Other Planning During the COVID-19 Crisis

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Alan Gassman and Brandon Ketron and Kevin Cameron

May 21, 2020 1:00PM ET - 2:30PM ET ET

Kevin Cameron CPA's PPP Spreadsheet With Repayment Calculation and Document Tracker System

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Denise Appleby

May 20, 2020 5:00 PM 6:30 PM ET ET

Appleby’s Guide to Avoiding Tax Traps for Beneficiary Distributions from IRAs and Employer-Sponsored Retirement Plans, Including the Impact of the SECURE Act's Changes

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Alan Gassman and Brandon Ketron

May 19, 2020 3:00PM ET - 4:30PM ET ET

PPP Loan Forgiveness Under the Newly Released PPP “Loan Forgiveness Application” Provides Great News for Borrowers & Many Questions: What We Know Now & How to Prepare

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Bob Keebler Martin Shenkman

May 18, 2020 5:00PM ET - 6:30 PM ET ET

PPP Loan Forgiveness: Understanding, Applying and Planning for the Just Released Form and Instructions

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Steve Oshins

May 15, 2020 1:00 PM EDT - 2:30 PM ET

The Inheritor’s Trust: The State Income Tax Savings Angle in a Kaestner and $10,000 SALT Deduction World

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Paul Hood and Emily Bouchard

May 15, 2020 3:00PM ET - 4:30PM ET ET

Pre-Nups: An Alternative View

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Alan Gassman and Brandon Ketron

May 15, 2020 3:00PM ET - 4:00PM ET ET

PPP LOAN FORGIVENESS, PERMITTED USE AND REPAYMENT RULES: WHAT TO DO AFTER YOU GOT WHAT YOU ASKED FOR , INCLUDING THE LATEST PPP LOAN RULE DEVELOPMENTS AND STRATEGIES

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Bob Keebler

May 14, 2020 3:00PM ET - 4:00PM ET ET

IRS Issues Informal CARES Guidance on IRAs and Qualified Plan – NEW FAQs

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Alan Gassman and Business Coach David Finkel

May 14, 2020 12:00PM ET - 2:00PM ET ET

Survive and Thrive Parts 1 & 2: Creative and Effective Tools and Strategies for Running Your Professional Practice in the Face of a Pandemic, for All Team Members
- Two 60 minute back to back sessions

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Bob Keebler and Jere Doyle

May 14, 2020 5:00PM ET - 6:30PM ET ET

JUST ISSUED PROPOSED REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS

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Steve Gorin

May 8, 2020 3:00PM ET - 4:30PM ET ET

Mastering the Rules for Deducting Business Losses in a Post-Covid World: Overview of Income Tax Limitations

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Mike DiMayo

May 7, 2020 1:00PM ET - 2:30PM ET ET

How To Use 831(a) Captives To Protect Against the Loss of an Uninsurable Business Owner or Key Employee

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Alan Gassman and Brandon Ketron

May 7, 2020 3:00PM ET - 4:30PM ET ET

What is Necessary, What is New? A Discussion of the SBA FAQ #31 and Other Hot Topics for PPP Loans, Including Repayment and Forgiveness Rules

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Bob Keebler Martin Shenkman Alan Gassman

May 5, 2020 2:00PM ET - 3:30PM ET ET

Protecting Clients (and your firm) from Civil and Criminal Penalties in a “Necessary” Challenge Under the PPP Loan Program – What to do NOW!

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Denise Appleby

May 1, 2020 12:00 PM - 1:00 PM ET ET

Appleby’s Top 20 Roth Rules to Tax Free Retirement Income Through Roth Accounts

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Bob Keebler

May 1, 2020 3:00PM ET - 4:30PM ET ET

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

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Alan Gassman

April 30, 2020 1:00PM ET - 2:00PM ET ET

Planning in the Heart or Wake of Corona Virus for Wealthy Families - Turning Lemons into Lemonade or Gold An Exclusive Webinar for Advisors Who Care

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Bob Keebler

April 30, 2020 3:00 PM 4:30PM ET ET

The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS AND PERSPECTIVE

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Bob Keebler

April 28, 2020 3:00 PM 4:30PM ET ET

Tactical and Strategic Roth Conversions in 2020

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Alan Gassman and Brandon Ketron

April 27, 2020 1:00PM ET - 2:30PM ET ET

What to Do After the Paycheck Protection Program & Health Care Enhancement Act: PPP and EIDL Loans for Small Businesses, Independent Contractors, Sole Proprietors and Others and Special Loan and Relief Opportunities for Medical Practitioners

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Alan Gassman and Brandon Ketron

April 27, 2020 5:00 PM - 6:30 PM ET ET

What to Do After the Paycheck Protection Program & Health Care Enhancement Act: PPP and EIDL Loans for Small Businesses, Independent Contractors, Sole Proprietors and Others and Special Loan and Relief Opportunities for Medical Practitioners

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Bob Keebler and Martin Shenkman

April 24, 2020 5:00 ET - 6:00 PM ET ET

SBA Issues CRITICAL FRAUD WARNING to PPP borrowers. : Protecting Your Clients Against Question 31 of the PPP FAQs: “Go directly to jail, do not pass Go, do not collect $200”

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Alan Gassman and Martin Shenkman

April 24, 2020 1:00 PM EDT - 2:30 PM ET ET

Asset Protection for Physicians and their Practices: The Doctor is In---But Where is the Tax and Estate Planning?

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Bob Keebler

April 24, 2020 11:00AM ET - 12:30PM ET ET

Tactical and Strategic Roth Conversions in 2020

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Alan Gassman and Mike Markham

April 24, 2020 3:00PM ET - 4:30 PM ET ET

Cash Flow Crisis? What To Tell Your Clients Right Now About Asset Protection and Bankruptcy

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Alan Gassman and Brandon Ketron

April 23, 2020 3:00PM ET - 4:30PM ET ET

Medical Practice and Physician Planning Now-- Covid-19 Loan and Grant and 6.19% of 2019 Medicare Payment Rules, Planning Strategies and Traps for the Unwary

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Paul Hood

April 23, 2020 1:00PM ET - 2:30PM ET ET

Turbocharge Your Trust Forms: Non-Traditional Cutting Edge Trust Design Strategies To Improve And Protect Inheritors

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Alan Gassman and Brandon Ketron

April 23, 2020 1:00PM ET - 2:30PM ET ET

PPP and EIDL Loans for Independent Contractors, Sole Proprietors and Others: Time to Apply After You Understand How They Work, and What to Do for Medical Practitioners

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Bob Keebler

April 22, 2020 1:00 PM - 2:00PM ET ET

Just Released New SBA Regulations for Self-Employed Individuals and Commentary on PPP bill passed by the U.S. Senate.

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Bob Keebler and Steve Oshins

April 22, 2020 3:00PM - 4:30PM ET ET

Estate Planning Techniques in a Time of Low Interest Rates: How To Help Clients Take Advantage of this PERFECT STORM

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Alan Gassman Brandon Ketron and John Beck

April 17, 2020 3:00PM ET 4:30PM ET ET

CARES Act and Related Planning for Landlords, Developers and Real Estate Investors- What You Must Know Now, and Also Later!

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Denise Appleby

April 17, 2020 1:00PM ET - 2:30PM ET ET

Appleby's COVID-19 IRA & Plan Provisions Contributions, Distributions, and Loans. Including the CARES Act!

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Larry Rybka

April 16, 2020 3:00PM ET 4:30PM ET ET

Challenges and Opportunities for Life Insurance in a Changing Economic Environment: Impact on Life Insurance Companies, Products and Underwriting

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Alan Gassman and Brandon Ketron

April 16, 2020 3:00PM ET - 4:30PM ET ET

Covid-19 Loan Rules for Churches and Other Religious Organizations Under Recent SBA Regulations and Pronouncements: What Advisors and Board Members Need To Know Now

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Alan Gassman and Brandon Ketron

April 15, 2020 1:00PM ET - 2:30 PM ET ET

THE TIME HAS COME FOR INDEPENDENT CONTRACTOR AND PROPRIETORSHIP PPP LOANS: LIVE IMMEDIATE COVERAGE OF THE NEW PPP LOAN REGULATIONS RELEASED 4 PM EST Tuesday

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Bob Keebler

April 14, 2020 4:00PM ET - 6:00 PM ET ET

Just Released New SBA Regulations for Self-Employed Individuals PLUS: CARES World Update: Plus Bob Answers Questions:

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Alan Gassman and Brandon Ketron

April 10, 2020 5:00PM ET - 6:30 PM ET ET

An Independent Contractor and Sole Proprietor's Guide to EIDL and PPP Loans, and More!

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Bob Keebler

April 10, 2020 10:00AM ET - 12:00 PM ET ET

Bob Keebler on the Last Ten Days in the CARES World : An Additional LIVE UPDATE

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Natalie Choate

April 9, 2020 1:00PM ET - 2:30PM ET ET

SECURE FAQs and CARES First Look

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Larry Rybka

April 9, 2020 3:00PM ET 4:30PM ET ET

Life Insurance In The Client’s Best Interests: Best Practices in Turbulent Times

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Alan Gassman, Christopher Denicolo and John Beck

April 8, 2020 3:00PM ET 4:30PM ET ET

Is a Family Office the Right Fit For Your Client: When, Where, How and Why?

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Bob Keebler

April 8, 2020 5:00PM ET - 7:00 PM ET ET

Bob Keebler on the Last Ten Days in the CARES World

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Alan Gassman and Brandon Ketron

April 5, 2020 1:00PM ET - 2:30PM ET ET

Completing and Submitting Your Client's Cares Act EIDL and PPP Loans Under the New Regulations and Pronouncements: A Line by Line Guide to the Application Process

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Bob Keebler and Martin Shenkman

April 3, 2020 3:00PM ET - 4:30PM ET ET

Using the Payroll Protection Program of the CARES Act

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Alan Gassman Brandon Ketron and John Beck

April 3, 2020 1:00PM ET - 2:30PM ET ET

The CARES ACT and More: What To Know and What to Do for Individuals, Businesses and Others

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Alan Gassman Colleen Flynn Ian MacLean

April 2, 2020 1:00PM ET - 2:30PM ET ET

Alert and Update on Paid Leave Benefits for the Coronavirus :What Advisors and Business Owners Need to Know After the March 24th Department of Labor Clarification and What Medical Insurance Carriers are Doing

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Paul Hood

April 2, 2020 2:30 PM - 4 PM ET ET

Crafting and Drafting CRT’s with Wealth Replacement and Avoiding Liability

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Alan Gassman

April 1, 2020 1:00PM ET - 2:30PM ET ET

Creditor Protection and Bankruptcy Laws for Insolvent Businesses and Professional Practices: What Planners Need to Know Right Now! Strategies, Laws to Know and Traps for the Unwary

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Bob Keebler

March 27, 2020 5:00 PM - 6:30 PM ET ET

Stimulus and Tax Bill (CARES) Creates Immediate Planning Opportunities: What Advisors Must Know Now to Help Clients Protect/Save their Business.

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Jonathan Blattmachr and Martin Shenkman

March 27, 2020 3:00PM ET - 4:30 PM ET ET

Estate Planning Ideas We Discuss with Our Clients in this Difficult Time

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Jonathan Blattmachr Martin Shenkman and Paul Gentile

March 27, 2020 11:00AM ET - 12:30PM ET ET

FREE Coronavirus: How I’m Managing My Practice and Helping My Clients through Difficult Times

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Alan Gassman and Brandon Ketron

March 26, 2020 1:00PM ET - 2:30PM ET ET

Income Tax and Other Planning Tools to Consider in Light of Recent Events

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Vince Lackner

March 26, 2020 11:00 AM - 12:30 PM ET ET

Understanding Form 8995: From the Ridiculously Complicated to the Ridiculously Simple

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Paul Hood

March 26, 2020 3:00 PM - 4:30 PM ET ET

The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?

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Bob Keebler

March 25, 2020 3:00PM - 4:30PM ET ET

Stimulus and Tax Bill (CARES) Will Create Immediate Planning Opportunities: What Advisors Must Know

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Alan Gassman and Brandon Ketron

March 25, 2020 11:00AM - 12:00PM ET ET

Income, Estate, Employment and Medicare Tax Planning in Light of the Corona Virus Crisis

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Alan Gassman and Colleen Flynn

March 25, 2020 1:00 PM - 1:30 PM EDT ET

FREE: Webinar: Paid Leave Benefits for the Corona-Virus: What Advisors and Business Owners Need to Know

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Alan Gassman and Lester Perling

March 24, 2020 1:00PM - 2:20PM ET ET

Medical Practice Challenges and Planning In View of the Corona Virus

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Alan Gassman and Colleen Flynn

March 20, 2020 6:00 PM E- 7:00 PM EDT ET

FREE Webinar: Paid Leave Benefits for the Corona-Virus: What Advisors and Business Owners Need to Know - LIVE

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Paul Hood

March 19, 2020 1:00PM - 2:30PM ET ET

Property Powers of Attorney: Are You Aiding and Abetting Legalized Theft?

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Steve Oshins

March 19, 2020 3:00 PM - 4:30 PM ET

The Top 12 Asset Protection Strategies to Protect Your Clients in 2020

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Denise Appleby

March 13, 2020 1:00 PM - 2:00 PM ET ET

Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties

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Bob Keebler

March 6, 2020 3 PM - 4:30 PM ET ET

Income Tax, Estate Planning and Estate Administration Techniques That Work Well in a Volatile Market & Low Interest Rate Environment

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Denise Appleby

March 6, 2020 1:00 PM - 2:30 PM ET ET

Key IRA changes made by the SECURE Act

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Steve Gorin

February 28, 2020 11:00 AM - 12:00 PM ET ET

Drafting Under the SECURE Act

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Bob Keebler and Jere Doyle

February 28, 2020 3:00 PM EDT - 4:30 PM ET

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE

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Alan Gassman, Christopher Denicolo

February 27, 2020 3:00 PM EDT - 4:00 PM ET ET

Flexible Planning Under the SECURE Act - Using Disclaimers, Toggling and Other Mechanisms to Provide Flexibility and Keeping Options Open

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Bob Keebler

February 21, 2020 3:00 PM EDT - 4:30 PM ET

199A Planning for Trust & Estate Attorneys

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Jay Adkisson

February 21, 2020 1:00 PM EDT - 2:00 PM ET

Significant 2019 Developments Affecting Asset Protection Planning

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Lawrence Rybka

February 20, 2020 3:00 PM - 4:30 PM ET ET

Retirement Castles in the Clouds: Real Risks of IUL Premium Financing

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James P. Weller, JD, LL.M

February 20, 2020 1:00 PM EDT - 2:30 PM EDT ET

The Final Qualified Opportunity Zone Regulations: Where are we now?

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Natalie Choate

February 14, 2020 11:00 AM ET - 12:30 PM ET

ESTATE PLANNING AND DRAFTING FOR RETIREMENT BENEFITS AFTER SECURE

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Alan Gassman and Kenneth J. Crotty

February 14, 2020 3:00 PM EDT - 4:30 PM EDT ET

Estate Tax Planning with Family Entities After Powell and Strangi:20/20 Vision after Heckerling 2020 w/Sample language and clauses

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Steve Oshins

February 14, 2020 1:00 PM EDT - 2:30 PM ET

2020 NING Trust Update: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions

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Bob Keebler and Ed Morrow

February 13, 2020 1:00 PM EDT - 2:30 PM ET

The SECURE Act's Three Leading Fiduciary Trust Income Tax Planning Strategies

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Alan Gassman, Jonathan Blattmachr and Sean Healy

February 13, 2020 3:00 PM EDT 4:30 PM ET ET

NFA Gun Trusts: Keeping Safe At The Range And In The Estate Plan

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Jonathan Blattmachr, Marty Shenkman

February 7, 2020 1:00 PM EDT - 2:30 PM EDT ET

Heckerling Institute Wrap Up with Jonathan Blattmachr & Marty Shenkman

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Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

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Paul Hood

February 6, 2020 1:00 PM EDT 2:30 PM ET

Anatomy of a Business Valuation Report - Next Episode of Out of the Hood

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Alan Gassman, Christopher Denicolo, Brandon Ketron & John Beck

February 6, 2020 3:00 PM EDT - 4:00 PM ET ET

IRAs and Pension Accounts After the SECURE Act with Charitable and Creditor Protection Planning

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Bob Keebler and Christopher Hoyt

February 5, 2020 3:00 PM ET - 4:30 PM ET

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

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Bob Keebler

January 31, 2020 3:00 PM ET - 4:30 PM ET

Strategic & Tactical Roth Conversions after the SECURE Act

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Mike Jones

January 30, 2020 1:00 PM EDT - 2:00 PM ET ET

Significant 2019 Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

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Bob Keebler, Jonathan Blattmachr, Marty Shenkman

January 24, 2020 3:00 PM EDT - 4:30 PM EDT ET

SECURE Act: More Thoughts and Planning Ideas

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Alan Gassman, Christopher Denicolo and Brandon Ketron

January 24, 2020 1:00 PM EDT - 2:30 PM ET ET

CREATIVE AND INNOVATIVE PLANNING IN THE WAKE OF THE SECURE ACT

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Steve Oshins

January 23, 2020 1:00 PM EDT - 2:30 PM ET

The Top 12 Asset Protection Strategies to Protect Your Clients in 2020

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Paul Hood

January 23, 2020 3:00 PM EDT 4:00 PM ET

Significant 2019 Developments Affecting Business Planning

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Alan Gassman and Brandon Ketron and Christopher J. Denicolo

January 16, 2020 3:00 PM EDT - 4:00 PM EDT ET

THE TEAPOT TRUST SYSTEM AND OTHER STRATEGIES FOR STRETCH IRA’S UNDER THE SECURE ACT

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Bob Keebler

January 10, 2020 1:00 PM EDT - 2:30 PM ET

IRAs and Qualified Plans During an Estate Administration: UPDATED FOR THE SECURE ACT

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Scott Gabehart

January 10, 2020 3:00 PM EDT - 4:25 PM ET

Business Valuation: Overview of the Business Valuation Process or “The Big Picture”

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Alan Gassman and Brandon Ketron

January 9, 2020 1:00 PM EDT - 2:30 PM EDT ET

Practical Estate and Trust Planning After the Secure Act - Including Sample Provisions, Checklists and Client Explanation Letters

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Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

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Bob Keebler

January 8, 2020 3:00 PM EDT - 4:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World”

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Alan Gassman and John Beck

January 3, 2020 1:00 PM EDT - 2:30 PM ET

FINAL Regs Issued 12/19 Economic Opportunity Zones: Certainty and Further Questions Resulting from Final Regulations

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Bob Keebler

January 2, 2020 3:00 PM EDT - 4:30 PM ET

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

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Steve Oshins

December 20, 2019 12:00 PM EDT - 1:30 PM ET

The Restricted Entity GRAT: How a GRAT Works and Why to Fund it with a Restricted LLC/LP Interest

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Bob Keebler and Michael Geeraerts

December 19, 2019 1:00 PM EDT - 2:30 PM ET

Insurance Applications and Sales Opportunities
Understanding the Business Market and Sales Opportunities for Financial Planners and Insurance Agents – Episode Three of A Three Part Series

3 Part Series for the Price of 2

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Bob Keebler

December 18, 2019 1:00 PM EDT - 2:30 PM ET

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING!

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Michael Fontanini and Jay Judas

December 13, 2019 3:00 PM ET - 4:15 PM ET

Flexible Trust-Funding Strategies Providing Indirect Future Access

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Bob Keebler and Michael Geeraerts

December 12, 2019 1:00 PM EDT - 2:30 PM ET

If You Don’t Understand the New and Very Broad Life Insurance Transfer for Value Rules, You and Your Clients Could Be In Store for Some Serious Pain

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Paul Hood

December 6, 2019 3:00 PM EDT 4:30 PM ET

Modern Basis Planning: Dude, Where’s My Basis?

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Bob Keebler and Michael Geeraerts

December 6, 2019 1:00 PM EDT - 2:30 PM ET ET

Tax Differences Between Entities
Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 2 of A 3 Part Series
3 Part Series for the Price of 2

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Bob Keebler and Michael Geeraerts

December 5, 2019 1:00 PM EDT - 2:30 PM ET ET

Legal Structure and Issues : Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 1 of A 3 Part Series
3 Part Series for the Price of 2

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Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

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Bob Keebler

November 27, 2019 1:00 PM EDT - 2:00 PM ET

Final “Clawback” Regulations Just Issued by the Treasury: What Every Advisor Needs to Know About this Important Development

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Alan Gassman

November 22, 2019 3:00 PM EDT 4:30 PM ET ET

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!

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Alan Gassman and John Beck

November 21, 2019 1:00 PM EDT - 2:30 PM EDT ET

Economic Opportunity Zone Strategies For Your Clients: A Powerful Tool For Private & Small Business Investments

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Alan Gassman and Kenneth J. Crotty and Christopher J. Denicolo

November 21, 2019 3:00 PM EDT - 4:30 PM EDT ET

Dynamic Planning with Irrevocable Trusts After TRA 2017

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Alan Gassman and Christopher J. Denicolo

November 20, 2019 3:00 PM EDT - 4:30 PM EDT ET

Estate and Trust Planning with S Corporations After TRA 2017 - And Recent Developments

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Bob Keebler

November 15, 2019 3:00 PM EDT - 4:00 PM EDT ET

IRS Issues New Life Expectancy Rules for IRAs including Complex Post-Mortem Transitional Provisions every Planner Must Know :122 Pages

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Steve Oshins

November 15, 2019 12:00 PM EDT - 1:30 PM ET

The Private Decanting: A Do-Over Trust While Maintaining Privacy From Your Family

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Ed Morrow and Paul Hood

November 14, 2019 3:00 PM EDT - 4:30 PM EDT ET

Early Termination of Trusts: Panacea or Professional Negligence?

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Alan Gassman and John Beck and Leslie Share

November 13, 2019 3:00 PM EDT - 4:00 PM EDT ET

Non-Charitable Private Foundations: A Hybrid Entity That Can Provide Effective Asset Protection, Flexibility and Cost Savings

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Alan Gassman and Brandon Ketron

November 8, 2019 3:00 PM EDT - 4:30 PM EDT ET

Creative Trust Planning to Save Taxes Under Section 199A And Otherwise

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Joe Elsasser

November 7, 2019 3:00 PM 4:00 PM EDT ET

10 Weird Social Security Rules/Practices

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Steve Gorin

November 6, 2019 3:00 PM EDT - 4:30 PM ET

Final Regs Released 10/25: Major Changes to Transfer for Value Rule! - TD 9879

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Bob Keebler

November 1, 2019 1:00 PM EDT - 2:30 PM ET ET

Proactive 2019 Year End Planning

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Alan Gassman and John Beck

November 1, 2019 3:00 PM EDT - 4:00 PM EDT ET

Dynamic Charitable Planning for Estate and Tax Professionals after TRA 2017 - With Recent Developments

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Alan Gassman and William Prescott

October 31, 2019 1:00 PM EDT 2:30 PM ET ET

Dentists Are Different

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Steve Gorin

October 31, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

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Bob Keebler and Michael Geeraerts

October 25, 2019 1:00 PM EDT - 2:30 PM ET ET

Life Insurance and S Corporations: Know the Rules

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Steven M. Hogan

October 24, 2019 3:00 PM EDT - 4:00 PM EDT ET

Life After Wayfair: Multi-State Tax Problems for Everyone

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Paul Hood

October 17, 2019 3:00 PM EDT 4:30 PM ET

Swap Power Clause Analysis. Out of the Hood: Analysis with an Attitude: Episode 2

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Steve Oshins

October 11, 2019 12:00 PM EDT - 1:30 PM ET

The Trump-Era Dynasty Trust: Dynasty Trusts During and After President Trump's Presidency

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Jay Adkisson and David Neufeld

October 4, 2019 3:00 PM EDT - 4:00 PM EDT ET

Captive Insurance And The IRS Settlement Initiative In Perspective - IR-2019-157: Gift Season Came Early this Year for Taxpayers with Abusive Captive Insurance Arrangements

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Bob Keebler and Michael Geeraerts

October 4, 2019 1:00 PM EDT - 2:30 PM ET ET

Life Insurance Planning Techniques That Work Well in a Low Interest Rate Environment

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Alan Gassman and Ken Crotty

October 3, 2019 3:00 PM EDT - 4:30 PM ET

Estate Tax Planning with Family Entities After Powell and Strangi

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Bob Keebler

October 3, 2019 1:00 PM EDT - 2:30 PM EDT ET

IRC § 199A for Real Estate

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Steve Oshins

September 27, 2019 12:00 PM EDT - 1:30 PM ET

The Dual Hybrid DAPT: More Flexibility when Both Spouses Want Protection from Creditors

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Steve Gorin

September 27, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)

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Steve Gorin & Curtis Kimball & Scott Miller

September 26, 2019 3:00 PM EDT - 4:30 PM ET

Understanding "Tax-Affecting" and Other Critical Valuation Issues Impacting Pass-Through Entities after Estate of Aaron Jones v Commissioner

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Michael Geeraerts

September 20, 2019 1:00 PM EDT - 2:30 PM ET ET

ILIT Trustees Have More Responsibility Than They Realize: How Trustees & Their Advisors Can Avoid Liability

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Kenneth J. Crotty

September 19, 2019 3:00 PM EDT - 4:30 PM ET

Avoiding Disaster on Highway 709, How to Complete Form 709 Correctly to Maximize the Benefits for Your Clients

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Srikumar Rao, PhD, and Alan Gassman, JD, LLM

September 13, 2019 1:00 PM EDT 2:30 PM ET ET

Successfully Handling Ethical and Professional Challenges for Estate Planners and Tax Professionals: Lead the Field With Passion, Enjoyment and Meaning for Yourself, Your Team and Your Clients

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Paul Hood

September 13, 2019 3:00 PM EDT 4:30 PM ET

Out of the Hood: Analysis with an Attitude

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Bob Keebler

September 12, 2019 3:00 PM EDT - 4:30 PM EDT ET

Are You Utilizing the GST Rules to Maximum Advantage for Your Clients?

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Bob Keebler

September 11, 2019 3:00 PM EDT - 4:30 PM EDT ET

Basic Estate Administration for CPAs & FAs

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Steve Oshins

September 6, 2019 3:00 PM EDT - 4:30 PM ET

The Inheritor’s Trust: The State Income Tax Savings Angle in a Kaestner and $10,000 SALT Deduction World

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Alan Gassman, Brandon Ketron and John Beck

August 30, 2019 3:00 PM EDT - 4:30 PM EDT ET

Understanding the Section 469 Passive Loss Rules: Traps For The Unwary & Important Related Planning Concepts Advisors Must Know About

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Steve Gorin

August 29, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #2: Qualified Business Stock Compared to Other Exit Strategies

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Alan Gassman,Christopher J. Denicolo,

August 23, 2019 3:00 PM EDT - 4:30 PM EDT ET

Why Our Trusts Are Different than All Other Trusts

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Howard Zaritsky, Marty Shenkman, Sandy Glazier

August 23, 2019 1:00 PM EDT - 2:30 PM ET

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

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Alan Gassman, Brandon Ketron and John Beck

August 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

Planning for Medicare and Employment Taxes - Paying Both, One, or Neither: Little Known Planning Techniques and Traps for the Unwary.

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Bob Keebler

August 22, 2019 1:00 PM EDT - 2:30 PM ET

Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment

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Bob Keebler

August 16, 2019 3:00 PM EDT - 4:30 PM ET

The Efficacy and Application of 30 Common Trusts

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Michael Carter

August 15, 2019 3:00 PM EDT - 4:00 PM ET

Michael Carter: How To Grow Your Firm’s Revenue Using Business Valuations - FREE REGISTRATION - Limited to the first 1000 registrants.

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Steve Oshins

August 9, 2019 3:00 PM EDT - 4:30 PM ET

Estate Planning for Large Estates

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Jerry Hesch

August 8, 2019 3:00 PM EDT - 4:00 PM ET

Jerry Hesch's Guide to What You Must Know Regardless of Whether You Attend the 2019 Notre Dame Institute

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Bob Keebler

August 2, 2019 3:00 PM EDT - 4:30 PM ET

The Nitty-Gritty Details of Income Tax Basis

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Mike Jones

August 1, 2019 3:00 PM EDT - 4:30 PM ET ET

Significant Semiannual Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration & Retirement Planning Issues Estate Planners Need To Know About

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Steve Gorin

July 26, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #1: Choice of Entity after 2017 Tax Reform - Basics

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Bob Keebler

July 12, 2019 3:00 PM EDT - 4:30 PM ET

IRAs to Charities and CRTs After the SECURE Act.

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Bob Keebler

July 11, 2019 3:00 PM EDT - 4:30 PM ET

Life Insurance and the Secure Act – Strategies and Solutions

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Bob Keebler

July 10, 2019 3:00 PM EDT - 4:30 PM ET

199A Lessons from Busy Season, Foundational Concepts - Beyond the Basics.

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Steve Oshins and Bob Keebler

July 3, 2019 3:00 PM EDT - 4:30 PM ET

Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts

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Steve Oshins

June 28, 2019 3:00 PM EDT - 4:30 PM ET

2019 Dynasty Trust Update: For Attorneys, Accountants and Financial Advisors

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Brandon Ketron, Christopher J. Denicolo and Kenneth J. Crotty

June 27, 2019 3:00 PM EDT - 4:30 PM ET

Estate Planning Mathematics and How It Impacts Strategy Selection and Use

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Bob Keebler and Michael Geeraerts

June 21, 2019 3:00 PM EDT - 4:30 PM ET ET

TOP INCOME TAX PLANNING OPPORTUNITIES For 2019

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Bob Keebler

June 20, 2019 3:00 PM EDT - 4:30 PM EDT ET

Mathematics of Portability: Wealthy Clients: Tax Issues, Portability & taking advantage of the increased exemptions, and other crucial estate document provisions to ensure optimum planning for high net worth clients.

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Bob Keebler

June 14, 2019 3:00 PM EDT - 4:00 PM EDT ET

Tax Aspects of Decanting - A 2019 Update

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Bob Keebler & Stephen J. Bigge

June 13, 2019 3:00 PM EDT - 4:30 PM EDT ET

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act

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Bob Keebler

June 7, 2019 3:00 PM EDT - 4:30 PM EDT ET

The End is NEAR for Stretch IRA - How to SIMULATE the BENEFITS for your clients.

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Bob Keebler and Michael Geeraerts

June 6, 2019 3:00 PM EDT - 4:30 PM ET ET

Estate Planning Opportunities For 2019

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Bob Keebler, Jonathan Blattmachr, Marty Schenkman

May 30, 2019 3:00 PM EDT - 4:00 PM EDT ET

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal - A Special Re-Broadast

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Steve Oshins

May 24, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind

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Bob Keebler

May 23, 2019 3:00 PM EDT - 4:30 PM EDT ET

A FIRST LOOK AT IRA LIFE EXPECTANCY PAYOUT CHANGES UNDER THE “SECURE BILL” AND THE BEST IDEAS SO FAR

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Bob Keebler

May 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

New 2019 Mathematics of Estate Planning After the Tax Cuts and Jobs Act

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Bob Keebler, Jonathan Blattmachr, Marty Schenkman

May 17, 2019 3:00 PM EDT - 4:00 PM EDT ET

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal

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Paul Hood

May 16, 2019 3:00 PM EDT 4:30 PM EDT ET

Issues in Income Shifting-What’s Past is Prologue

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Bob Keebler

May 10, 2019 3:00 PM EDT - 4:30 PM ET ET

Sales to Grantor Trusts

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Barry D. Flagg

May 9, 2019 3:00 PM EDT - 4:30 PM EDT ET

New York Best Interest Rule for Life Insurance New Requirements for Producers & Ethical Considerations for Other Estate Planners

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James P. Weller, JD, LL.M

May 3, 2019 1:00 PM EDT - 2:30 PM EDT ET

New Second Set of Proposed Regulations Sheds Needed Light on Qualified Opportunity Funds

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Bob Keebler

May 3, 2019 3:00 PM EDT - 4:30 PM EDT ET

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

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Alan Gassman

May 2, 2019 3:00 PM EDT 4:00 PM ET ET

Avoiding Estate and Trust Litigation and Disputes

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Bob Keebler

May 1, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Case Studies with Newly Issued Tax Compliance Forms

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Bob Keebler and Michael Geeraerts

April 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot - Revisited for Final Regulations

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Bob Keebler and Keith Schiller

April 24, 2019 3:00 PM EDT - 4:30 PM ET ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

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Alan Gassman, Brandon Ketron and Steve Gorin

April 11, 2019 3:00 PM EDT - 4:00 PM EDT ET

Important New 199A Developments: Treasury Official Updates Practitioners with Respect to Separate Books and Records Requirement, Related Party Rules & "Crack and Pack" Complex Trust Strategies

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Alan Gassman,Christopher J. Denicolo,

April 5, 2019 3:00 PM - 4:30 PM ET ET

Creative Planning Under Section 199A- Important Techniques to Help Maximize the Deduction

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Alan Gassman,Christopher J. Denicolo,

April 4, 2019 3:00 PM - 4:30 PM ET ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients -

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

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Bob Keebler & Peter Melcher

March 30, 2019 3:00 PM - 4:30 PM ET ET

199A - CRITICAL TAX SEASON ISSUES PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

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Alan Gassman, Christopher Denicolo and John Beck.

March 29, 2019 3:00 PM - 4:00 PM ET ET

Creative Planning Strategies Under the Final 199A Regulations, with a Focus on Real Estate, Small Businesses and Professional Practices!

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Bob Keebler

March 28, 2019 3:00 PM - 4:30 PM ET ET

How To Accurately Prepare the 709 Gift Tax Return

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Steve Oshins

March 22, 2019 3:00 PM - 4:30 PM ET ET

2019 NING Trust Update: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions

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Alan Gassman, , John Beck & Michael Lehmann

March 21, 2019 3:00 PM - 4:30 PM ET ET

Donor Controlled Charitable Business Entities: How Charitable Business and Investment Taxpayers Can Donate Now and Manage and Control Entities During Their Lifetimes, aka What Paul Newman Didn't Know About Charitable Giving

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Bob Keebler and Michael G. Goller

March 20, 2019 3:00 PM - 4:00 PM ET ET

Penalty Proofing Your Client's 199A Deduction: How To Avoid Penalties

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Michael Geeraerts

March 15, 2019 3:00 PM - 4:30 PM ET ET

199A for Insurance Producers - Deduction Ramifications

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Bob Keebler

March 8, 2019 3:00 PM EDT - 4:30 PM EDT ET

Section 199A Planning for Real Estate: Everything Real Estate Investors and Their Advisors Need to Know to Maximize the 199A Deduction

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Paul Hood

March 7, 2019 3:00 PM EDT 4:30 PM EDT ET

Snap, Crackle, Swap: The Substitution Power in Grantor Trusts

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Bob Keebler

March 1, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series

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Bob Keebler

February 28, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return Series (Including Portabliity Issues)

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Steve Oshins

February 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

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Alan Gassman, Brandon Ketron

February 22, 2019 1:00 PM EDT 2:30 PM ET ET

199A Planning After the New and Now Modified February 4th Final Regulations: What We Can and Should Do Now That the Dust Has Settled

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Lee Slavutin and Marty Shenkman

February 21, 2019 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Planning After TCJA

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Bob Keebler

February 15, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Post-Final Regulations Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

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Paul Hood

February 14, 2019 3:00 PM EDT 4:30 PM EDT ET

The A-B-(LL)Cs of Choice of Entity Selection: 2019 Edition

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Steve Oshins

February 8, 2019 3:00 PM EDT - 4:30 PM EDT ET

Steve Oshins: 2019 Trust Decanting Update

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Bob Keebler and Michael Geeraerts

February 7, 2019 3:00 PM EDT - 4:30 PM ET ET

Critical 199A Mathematics Updates: What Advisors Need To Know To Properly Advise Clients About the Small Business Deduction

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Michael Geeraerts

February 1, 2019 3:00 PM EDT - 4:30 PM ET ET

The First 199A Tax Filing Season Is Coming: What Advisers Should Know

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Alan Gassman, Marty Shenkman, Brandon Ketron

January 30, 2019 3:00 PM EDT 4:30 PM ET ET

Planning Strategies Under the New Section 199A Final Regulations: Who, What, Where, When and Why

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Bob Keebler

January 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Breaking News: The Final 199A Regulations Have Been Released, Bob Keebler Covers It All in His Exclusive LISI Webinar!

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Marty Shenkman

January 25, 2019 1:00 PM EDT - 2:30 PM EDT ET

Marty Shenkman’s Review of the Proceedings of the 53rd Heckerling Institute on Estate Planning

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Jay Adkisson

January 24, 2019 3:00 PM EDT - 4:00 PM EDT ET

831(b) Captive Insurance State of the Union with Jay Adkisson

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Bruce Steiner

January 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

Roth Conversions: Everything the Sophisticated Advisor Needs to Know

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Bob Keebler

January 17, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

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Howard Zaritsky

January 11, 2019 3:00 PM ET - 4:30 PM ET ET

2018 -- A Year to Remember, Forget, Worry About? A Review of Income, Estate, Gift & GST Tax Developments from the Past 13 Months

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Bob Keebler

January 10, 2019 3:00 PM EDT - 4:30 PM EDT ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting

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Mike Jones

January 4, 2019 3:00 PM EDT - 4:30 PM ET ET

Significant Recent Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

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Bob Keebler

December 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business

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Bob Keebler

December 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

Choice of Entity Planning

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Bob Keebler

December 14, 2018 3:00 PM EDT - 4:30 PM EDT ET

Proactive Year-End Tax Planning

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James P. Weller, JD, LL.M

December 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

A Deep Dive into the Proposed Regulations for Qualified Opportunity Funds: What Surfaced and What Didn’t

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Bob Keebler

December 13, 2018 1:00 PM EDT - 2:30 PM EDT ET

Taxation of Real Estate After the Tax Cuts and Jobs Act

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Christopher Denicolo, Ed Morrow and Brandon Ketron

December 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

10 Biggest IRA-Trust Mistakes

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Bob Keebler

December 6, 2018 1:00 PM EDT - 2:30 PM EDT ET

An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer

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Paul Hood

December 6, 2018 3:00 PM EDT 4:30 PM EDT ET

Planning for the Surviving Spouse

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Chuck Rubin

November 30, 2018 3:00 PM ET - 4:30 PM EDT ET

Florida Homestead Law Made Easy – Well, At Least Easier

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Bob Keebler

November 30, 2018 1:00 PM EDT - 2:30 PM EDT ET

Do's and Don'ts of 199A Planning

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Bob Keebler and Michael Geeraerts

November 29, 2018 1:00 PM EDT - 2:30 PM ET ET

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End

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Paul Hood

November 29, 2018 3:00 PM EDT 4:30 PM EDT ET

Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge

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Alan Gassman

November 16, 2018 3:00 PM EDT - 4:30 PM EDT ET

Dynamic Planning Strategies for the Well Informed Advisor

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Bob Keebler

November 15, 2018 2:00 PM EDT - 3:30 PM EDT ET

199A and Specified Service Businesses

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Paul Hood

November 15, 2018 4:00 PM EDT - 5:30 PM ET ET

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses:

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Cynthia D.M. Brown

November 9, 2018 3:00 PM ET - 4:00 PM ET ET

EXPENSE PAYMENTS: WHAT SHOULD A TRUSTEE KNOW BEFORE THEY PAY? HOW SHOULD THE EXPENSES BE ALLOCATED?

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Paul Hood

November 8, 2018 3:00 PM EDT 4:00 PM EDT ET

Do You Trust?-The Anatomy of a Trust:

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Paul Hood

November 1, 2018 3:00 PM EDT 4:30 PM EDT ET

It’s Not Ozzie and Harriet: Estate Planning for Modern Families

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Bob Keebler and Michael Geeraerts

October 31, 2018 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot

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James P. Weller, JD, LL.M

October 26, 2018 3:00 PM EDT - 4:30 PM EDT ET

INVESTING IN QUALIFIED OPPORTUNITY FUNDS

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Christopher Cahill & Timothy Borchers

October 25, 2018 11:30 AM EDT 1:00 PM EDT ET

Second Home Savvy

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Jerry Hesch, Alan Gassman and Marty Shenkman

October 23, 2018 12:30 PM EDT - 2:00 PM EDT ET

Proceedings from the 44th Annual Notre Dame Tax & Estate Planning Institute

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Steve Oshins

October 19, 2018 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Industry’s Biggest Problem now that there are Fewer Life Insurance Trusts: The Creditor Tsunami

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Bob Keebler

October 18, 2018 2:00 PM EDT - 3:30 PM EDT ET

New 1041 Class

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Andy DeMaio

October 12, 2018 3:00 PM EDT 4:00 PM ET ET

Practical Estate Planning for Digital Assets under RUFADAA

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Paul Hood

October 11, 2018 3:00 PM EDT - 4:00 PM EDT ET

Your Forms Runneth Over: Selected Fine Points of General Drafting of Documents

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Steve Oshins, Jay Adkisson

October 5, 2018 3:00 PM EDT - 4:00 PM EDT ET

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown

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Mike DiMayo

October 4, 2018 3:00 PM EDT - 4:15 PM EDT ET

The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds

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Eric Naison-Phillips

October 3, 2018 3:00 PM EDT - 4:00 PM EDT ET

Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results

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Jonathan Gopman and Paul D'Alesandro

September 27, 2018 3:00 PM EDT 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 2 :::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE

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Steve Leimberg & Linas Sudzius:

September 26, 2018 3:00 PM EDT 4:00 PM ET ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 2: What Are the Beneficiary Best Practices Before, During and After Divorce?

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Bob Keebler

September 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding New Section 199A & – A Post-Regulation Case Study Approach

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Alan Gassman

September 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

What Estate and Tax Planners Need to Know About Bankruptcy

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Steve Leimberg & Linas Sudzius:

September 20, 2018 12:00PM EDT - 1:00 PM EDT ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 1: Who Gets the Life Insurance Money After a Divorce? CLICK HERE FOR PART 2 Wednesday 3PM ET 9/26

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Bob Keebler

September 14, 2018 12:00 PM EDT - 1:30 PM EDT ET

Roth Conversions after Tax Reform

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Larry Brody & Steve Leimberg

September 14, 2018 3:00 PM EDT - 4:00 PM EDT ET

Transfer for Value – Transactional Analysis

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Larry Brody & Steve Leimberg

September 13, 2018 3:00 PM EDT - 4:00 PM EDT ET

Transfer for Value – The Thorn on the Rose

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Jonathan Gopman and Paul D'Alesandro

September 6, 2018 3:00 PM EDT - 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 1 ::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE

CLICK HERE FOR PART 2 Thursday 3PM ET 9/27

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Steve Oshins

August 31, 2018 3:00 PM EDT - 4:30 PM EDT ET

IRC Section 199A and 643(f) Proposed Treasury Regs: A Detailed Look at the Separate Trust Rules to Maximize the 20% Pass-Thru Business Deduction

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Paul Hood

August 23, 2018 3:00 PM EDT - 4:00 PM ET ET

From the School of Hard Knocks: Thoughts About the Initial Client Interview

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Alan Gassman, Marty Shenkman, Jonathan Blattmachr and Brandon Ketron

August 20, 2018 3:00 PM EDT 4:30 PM ET ET

199A Planning Under the Proposed Regulations: Choosing Planning Strategies to Position Clients for Optimum Tax Avoidance.

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Bob Keebler

August 17, 2018 3:00 PM EDT - 4:30 PM EDT ET

What the Financial Professional Really Needs to Know About Tax Reform

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Paul Hood

August 16, 2018 3:00 PM EDT - 4:00 PM EDT ET

Estate Planning for Qualified Retirement Plans and IRA’s

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Bob Keebler

August 15, 2018 3:00 PM EDT - 4:30 PM EDT ET

Important Webinar Event: Bob Keebler Reviews the New 199A Regulations

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Bob Keebler

August 10, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding and Completing Form 706

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Steve Oshins

August 9, 2018 3:00 PM EDT - 4:00 PM EDT ET

Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart

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Bob Keebler

August 2, 2018 3:00 PM EDT - 4:30 PM EDT ET

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks

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Lee Slavutin & Bob Keebler

July 20, 2018 12:00 PM EDT - 1:30 PM EDT ET

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

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James P. Weller, JD, LL.M

July 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Private Trust Company Solution

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Paul Hood

July 13, 2018 3:00 PM EDT 4:30 PM EDT ET

Hermeneutics for Designing Estate Planning Tools & Techniques: A Method in the Madness of the Fine Art of Designing Estate Planning Tools and Techniques

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Howard Zaritsky and Brent Berselli

July 12, 2018 3:00 PM ET - 4:30 PM ET ET

Planning with Intergenerational Split-Dollar After Cahill and Morrissette

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Paul Hood

July 6, 2018 3:00 PM EDT 5:00 PM EDT ET

The Human Side of Estate Planning/Psychology of Estate Planning

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Larry Brody

June 29, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 3 Split Dollar Webinar Series. ::Using Post-Final Regulation Loan Regime Arrangements

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Alan Gassman

June 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection for Businesses and Their Owners

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Bob Keebler

June 22, 2018 3:00 PM EDT - 4:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates

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Bob Keebler

June 22, 2018 1:00 PM EDT - 2:30 PM EDT ET

199A Case Studies - A Refresher

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Alan Gassman

June 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection Opportunities You May Not Know About

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Jonathan Gopman and Paul D'Allesandro

June 15, 2018 11:00 AM EDT - 12:00 PM EDT ET

Expatriation: US Tax Planning Considerations and Options in Choosing a Second Passport

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Paul Hood

June 14, 2018 3:00 PM EDT 4:30 PM EDT ET

Anatomy of an LLC Operating Agreement: What the Sophisticated Advisor Needs to Know

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Larry Brody

June 13, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 2 Split Dollar Webinar Series. : Using Post-Final Regulation Economic Benefit Regime Split-Dollar Arrangements

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Steve Oshins

June 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

Hybrid Domestic Asset Protection Trust: The Advanced Class

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Bob Keebler

June 1, 2018 3:00 PM EDT - 4:30 PM EDT ET

2018 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases

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Larry Brody

May 31, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 1 of 3 Part SPLIT-DOLLAR WEBINAR SERIES:
THE SPLIT-DOLLAR “FIX IT” SHOP – WHAT TO DO WITH PRE-FINAL REGULATION SPLIT-DOLLAR ARRANGEMENTS

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Steve Leimberg and Bob Keebler

May 24, 2018 3:00 PM EDT - 4:30 PM EDT ET

Class Five: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Steve Leimberg and Bob Keebler - Marketing Your Practice in a Brave New World

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Cynthia D.M. Brown and Todd A. Flubacher

May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Directed Trust Model

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Bob Keebler

May 16, 2018 1:00 PM EDT - 2:30 PM ET ET

Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709

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Martin Shenkman

May 16, 2018 3:00 PM EDT 4:30 PM EDT ET

Class Four: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::

Martin Shenkman Wednesday May 16th - Advanced Income Tax Ideas, Decanting, Reformations, Fiduciary Income Tax Strategies that Work and Action Steps to Move Forward

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Bob Keebler

May 11, 2018 1:00 PM ET 2:30 PM ET ET

Class Three: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

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Paul Hood

May 11, 2018 3:00 PM EDT 4:00 PM EDT ET

Common Errors in Business Valuation Reports: What Advisors Need To Look For

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Alan S. Gassman, J.D., LL.M., Brandon Ketron, J.D., LL.M., CPA, Christopher Denicolo, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M.,

May 10, 2018 3:00 PM EDT - 4:30 PM EDT ET

Planning for Ownership and Inheritance of Qualified Retirement Plan and IRA Accounts and Benefits in Trust or Otherwise: Opportunities and Pitfalls

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Steve Oshins

May 9, 2018 3:00 PM EDT - 4:30 PM EDT ET

Class Two: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::

Steve Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice

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Steve Oshins and Bob Keebler

May 4, 2018 3:00 PM EDT - 4:30 PM EDT ET

Advanced Section 199A with Trusts and Estates

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Bob Keebler

May 3, 2018 3:00 PM EDT - 4:30 PM EDT ET

Class One: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Prelude with Bob Keebler

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Bob Keebler

May 2, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding Section 199A - Creating a Solid Foundation

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Cynthia D.M. Brown

April 27, 2018 3:00 PM EDT - 4:00 PM EDT ET

Discretionary Distribution Standards: Balancing Duty and Need

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Ed Morrow and Marty Shenkman

April 26, 2018 3:00 PM EDT - 4:00 PM EDT ET

Non-Grantor Trusts (including INGs and SLANTs): Avoiding State Income Tax, Including New York City and State, and Avoiding "Source Income"

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Ed Morrow

April 25, 2018 3:00 PM EDT - 4:00 PM EDT ET

INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) - Not Just for State Income Tax Avoidance: How Tax Reform Makes "INGs" and "SLANTs" Even More Powerful

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Bob Keebler

April 24, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Administration for IRAs

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Ed Morrow

April 20, 2018 3:00 PM EDT - 4:00 PM EDT ET

Upstream Income Tax Planning - Income Tax Basis Planning to Achieve Step Up in Basis at Either Spouse's First Death (Even in Non-Community Property States) and Exploit Older Relatives/Beneficiaries’ $11+ Million Exclusion and/or Lower Income Tax Brackets

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Jim Magner and Michael Geeraerts

April 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

Is Split-Dollar the Answer for College Coaches Looking to Sack the IRC 4960 Excise Tax?: What Advisors Need to Know about the New Penalty Tax to Better Counsel Clients

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Martin Shenkman,Alan S. Gassman,Jonathan Blattmachr

April 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection Trusts after Toni 1 v. Wacker: Strategies, Concerns and Important Considerations for the Conscientious Advisor

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Larry Brody

April 13, 2018 1:00 PM ET 2:00 PM ET ET

Part 2: Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client's Existing ILITs and Existing as well as New Split-Dollar Arrangements

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Paul Hood

April 12, 2018 3:00 PM EDT 4:00 PM EDT ET

Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements

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Larry Brody

April 11, 2018 3:00 PM EDT 4:00 PM EDT ET

Part 1:Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client's Existing Policies

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Cynthia D.M. Brown, and Matthew L. Rosin,

April 6, 2018 3:00 PM EDT - 4:00 PM EDT ET

Grantor Trust Status: Things That Can Change a Trust's Status

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Alan Gassman

March 30, 2018 3:00 PM EDT - 4:00 PM EDT ET

What Advisors Needs To Know To Help Their Florida-Based Clients Maximize Their Planning Opportunities!

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Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

March 29, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- Click to Listen to Steve Oshins description

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Bob Keebler

March 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Five Things Attorneys Can Pivot To Without The Estate Tax Click to Listen to Bob's description

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Cynthia D.M. Brown and Jocelyn M. Borowsky

March 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

Silent Trusts: The Crossroads between the Duty to Inform and Report and the Option to Have a Silent Trust Click to Listen to Cindy's description

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Marty Shenkman and Alan Gassman

March 22, 2018 3:00 PM EDT - 4:00 PM EDT ET

Old Trusts, New Tricks. New Trust, Estate and Tax Planning Strategies After Tax Reform

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Jay Adkisson & David Slenn

March 21, 2018 ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act: Part 4

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Jay Adkisson & David Slenn

March 20, 2018 3:00 PM EDT - 4:00 PM EDT ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act: Part 3

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Bill Lipkind & Steve Oshins

March 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Completed Gift Self-Settled Non-Grantor Trust: The New Tax Act Opens the Door for Clients to Avoid State Income Tax and Be a Beneficiary!”

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Bob Keebler

March 16, 2018 3:00 PM EDT - 4:30 PM EDT ET

Taxation of Real Estate After Tax Reform - Click to Listen to Bob's description

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Bob Keebler

March 15, 2018 3:00 PM EDT - 4:30 PM EDT ET

Practice Management- How to Approach and Help Clients with Tax Reform - Click to Listen to Bob's description

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Larry Brody

March 9, 2018 3:00 PM EDT - 4:00 PM EDT ET

What Is the Fair Market Value of a Policy for Federal Tax Purposes and How Do We Determine It? - Click to Listen to Larry's description

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Bob Keebler and Steve Oshins

March 8, 2018 3:00 PM EDT - 4:30 PM EDT - ET

Bob Keebler & Steve Oshins: Estate Planning After Tax Reform - Click to Listen to Bob's description

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Bob Keebler

March 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

Taxation of Entities - A Refresher
(90 Minutes) - Click to Listen to Bob's description

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Bob Keebler

March 2, 2018 3:00 PM EDT - 4:30 PM EDT ET

Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client's Numbers - Click to Listen to Bob's description

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Bob Keebler

March 1, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Planning for IRAs Payable to Trusts, Plus a 30 Minute Prequel on the Foundational Rules - Click to Listen to Bob's description

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Bob Keebler

February 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Income Tax Planning with IRAs and Qualified Retirement Plans - Click to Listen to Bob's description

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Steve Oshins

February 26, 2018 3:00 PM EDT - 4:00 PM EDT ET

Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities - Click to Listen to Steve's description

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Larry Brody

February 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Federal Income Tax Treatment of Life Insurance Policies - Click to Listen to Larry's description

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Marty Shenkman and Alan Gassman

February 22, 2018 3:00 PM EDT - 4:00 PM EDT ET

199A Challenges and Strategies--A Deeper Dive - Click to Listen to Alan's description

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Martin M. Shenkman, Esq. and Rebecca Provder, Esq.

February 21, 2018 3:00 PM EDT - 4:00 PM EDT ET

Matrimonial Planning after the TCJA of 2017 - Click to Listen to Marty's description

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Bob Keebler

February 21, 2018 6:30 PM EDT - 8:00 PM EDT - ET

Understanding New Section 199A - A Case Study Approach : Plus Q&A - Click to Listen to Bob's description

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Cynthia D.M. Brown

February 16, 2018 3:00 PM EDT - 4:00 PM EDT ET

Delaware Trusts: What Advsiors Need to Know - Click to Listen to Cynthia's description

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Bob Keebler

February 15, 2018 3:00 PM EDT - 4:30 PM EDT - ET

199A Case Studies - Click to Listen to Bob's description

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Bob Keebler

February 14, 2018 3:00 PM EDT - 4:00 PM EDT ET

Tax Aspects of Decanting - Click to Listen to Bob's description

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Barry D. Flagg

February 9, 2018 3:00 PM EDT - 4:00 PM EDT ET

6 Essential Ingredients to Life Insurance ADVICE - Click to Listen to Barry

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Marty Shenkman

February 8, 2018 3:00 PM EDT - 4:30 PM EDT ET

Marty Shenkman's notes from the proceedings at the Heckerling Institute on Estate Planning

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Jonathan Blattmachr, Martin Shenkman and Joy Matak

February 2, 2018 3:00 PM EDT - 4:00 PM EDT ET

Tax Cuts and Jobs Act: New Insights on Estate Planning with Jonathan Blattmachr, Martin Shenkman & Joy Matak

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Alan S. Gassman, J.D., LL.M., Brandon Ketron, J.D., LL.M., CPA, Christopher Denicolo, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M.,

February 1, 2018 3:00 PM EDT - 4:00 PM EDT ET

CREATIVE PLANNING WITH FLOW THROUGH ENTITIES, INCLUDING 199(A) NEW IDEAS

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Bob Keebler

January 31, 2018 3:00 PM EDT - 4:00 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return

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Jay Adkisson & David Slenn

January 26, 2018 3:00 PM EDT - 4:30 PM EDT ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act Webinar 2

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Bob Keebler

January 25, 2018 3:00 PM EDT - 5:00 PM EDT ET

Tax Reform - The Final Edition: UPDATED for January: 2 hours: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

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Ed Morrow

January 24, 2018 3:00 PM EDT - 4:00 PM EDT - ET

Ed Morrow &The Optimal Basis Increase Trust – Basis Planning to Optimize the Step Up in Basis (and Avoid any Step Down in Basis) at the Surviving Spouse’s Death: Are You Wasting Your Clients’ $11+ Million Basis-Increasing Coupon?

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Bob Keebler and Steve Oshins

January 19, 2018 3:00 PM EDT - 4:30 PM EDT ET

Bob Keebler & Steve Oshins: The New 20% Small Business Deduction - Sophisticated Tax Planning Strategies Lawyers, CPAs and Planners Need to Know - Listen to Bob's Description

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Steve Oshins

January 17, 2018 3:00 PM EDT - 4:00 PM EDT ET

Non-Judicial Settlement Agreements and Non-Judicial Consent Modifications: How to Amend an Irrevocable Trust
Click to Listen to Steve's Description

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Bob Keebler

January 12, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Income Tax Is the New Estate Tax; The Mathematics of Estate Planning – Income Tax Basis Versus the Estate Tax - The Post Tax Reform Edition

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Howard Zaritsky

January 10, 2018 3:00 PM EDT - 4:00 PM EDT ET

Howard Zaritsky’s 2017 Year In Review: An Estate Planner’s Perspective

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Alan S. Gassman, J.D., LL.M., Brandon Ketron, J.D., LL.M., CPA, Christopher Denicolo, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M.,

January 5, 2018 3:00 PM EDT - 4:00 PM EDT ET

Planning with an $11,200,000 Per Person Estate Tax Exemption: Sophisticated Planning Techniques for the Super Wealthy, Clients with Significant Wealth and Those Who are on Their Way

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Bob Keebler

January 4, 2018 3:00 PM EDT - 4:00 PM EDT ET

Detailed Look at How the New Rules in Section 199A for the Deduction for Qualified Business Income of Pass-Thru Entities Work

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Bob Keebler

December 21, 2017
Part 1
3:00 PM EDT - 4:00 PM ET
Part 2
4:10 PM ET - 5:00 PM ET
ET

Tax Reform - The Final Edition: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

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Jonathan Gopman

December 19, 2017 3:00 PM EDT - 4:00 PM EDT ET

PLR 201730002 & the “Spreezing” of S Corporation Stock: How To Hold S Corporation Stock in a Partnership/Disregarded Entity Structure without Terminating the S Election, While Providing for Increased Discounts and Enhanced Asset Protection

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Jay Adkisson & David Slenn

December 14, 2017 3:00 PM EDT - 4:00 PM EDT ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act Webinar 1

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Bob Keebler

December 8, 2017
Part 1
3:00 PM EDT - 4:00 PM ET
Part 2
4:15PM ET - 5:00 PM ET
ET

LISI's Tax Reform Bill Update & New Passthrough Income Taxation: Statutory Review & Short-Term/Urgent and Longer-Term Planning

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Jeff Scroggin

December 7, 2017 3:00 PM EDT - 4:00 PM EDT ET

Charitable Traps and Opportunities in Tax and Estate Planning

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Steve Oshins

December 1, 2017 3:00 PM EDT - 4:00 PM EDT ET

The Trump-Era Dynasty Trust: Dynasty Trusts During and After President Trump's Reign

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Bob Keebler

November 29, 2017 3:00 PM EDT - 4:00 PM EDT ET

Limited Window of Opportunity - Change in Stock Basis Ordering Rules

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Larry Brody

November 21, 2017 3:00 PM EDT - 4:00 PM EDT ET

Top Insurance Planning Mistakes and How to Fix Them, Part 2

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Alexander Bove

November 16, 2017 3:00 PM EDT - 4:00 PM EDT ET

Practical Issues in Using Trust Protectors, Including What Advisors Need To Know About Drafting Trust Protector Provisions: Powers, Duties, Liabilities, Rights & Fiduciary Issues

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Bob Keebler

November 10, 2017 3:00 PM EDT - 4:00 PM EDT ET

Bob Keebler's First Look at the House Tax Bill: What Advisors Need to Know Now to Better Inform Their Clients - Plus - Preparing Forms 1041/706/709 - Two for one special

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Larry Brody

November 3, 2017 3:00 PM EDT - 4:00 PM EDT ET

Top Insurance Planning Mistakes and How to Fix Them, Part 1

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Espen Robak & Richard Harris

October 31, 2017 3:00 PM EDT - 4:00 PM EDT ET

Intergenerational Split Dollar Life Insurance in the Complex Estate Plan, Part 2: Valuing the Receivable

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Bob Keebler

October 27, 2017 3:00 PM EDT - 4:00 PM EDT ET

Tax Reform Traps for the Unwary: Developing an Action Plan Now

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Marty Schenkman and Steve Leimberg

October 20, 2017 12:00 PM EDT - 1:00 PM EDT ET

Estate and Financial Planning Nuggets for a Time of Turmoil!

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Eric Naison-Phillips

October 13, 2017 3:00 PM EDT - 4:00 PM EDT ET

Private Placement Life Insurance & Annuity Strategies for Wealthy Families: What the Sophisticated Advisor Needs to Know

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Bob Keebler

October 6, 2017 1:00 PM EDT - 2:00 PM EDT ET

Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:Including New Developments.

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Bob Keebler

September 28, 2017 3:00 PM EDT - 4:00 PM EDT ET

Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:

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Bob Keebler

September 26, 2017 3:00 PM EDT - 4:00 PM EDT ET

Decanting Basics & Taxation.

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Edwin P. Morrow III

September 8, 2017 3:00 PM EDT - 4:00 PM EDT ET

IRC Section 678 and Beneficiary Deemed Owner Trusts

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Alan Jensen and Brent Berselli

August 30, 2017 1:00 PM EDT - 2:00 PM EDT ET

Intergenerational Split Dollar Life Insurance in the Complex Estate Plan.

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Steve Oshins

August 11, 2017 3:00 PM EDT - 4:00 PM EDT ET

The Hybrid Domestic Asset Protection Trust: A Third-Party Trust that can turn into a Self-Settled Trust

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Bob Keebler

July 25, 2017 3:00 PM EDT - 4:00 PM EDT ET

Best Ideas in 2017 - What the Planner Needs to Know

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Steve Oshins

July 14, 2017 1:00 PM EDT - 2:00 PM EDT ET

Using Non-Grantor Trusts to Save State Income Taxes

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Bob Keebler

June 29, 2017 3:00 PM EDT - 4:00 PM EDT ET

Overview of Portability and Rev Proc 2017-34.

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Mike DiMayo

June 20, 2017 3:00 PM EDT - 4:00 PM EDT ET

What Advisors Need To Know About Captive Insurance Companies After the PATH ACT and Notice 2016-66

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Steve Oshins

June 5, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Private Decanting: A Do-Over Trust While Maintaining Privacy From Your Family"

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Bob Keebler

May 22, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning"

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Bob Keebler

May 1, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Trump Tax Plan"

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Client Facing
SECURE Act PowerPoints! w/50 min. Instructional Webinar Recording
Bob Keebler's Suite of FOUR Customizable Client-Facing PowerPoint Decks to use with your clients.
Deck #1: SECURE Act Basics
Deck #2: Planning with Roth Conversions after the SECURE Act
Deck #3: Life Insurance Planning Techniques after the SECURE Act
Deck #4: Using IRAs Payable to Charitable Remainder Trusts after the SECURE Act



Avatar JUST RELEASED!
E-Book Download

The Adviser's Guide with Sample Forms for Implementing and Using Special Purpose Insurance LLCs in Buy-Sell Arrangements



Avatar The Section 199A (and 1202) Handbook: 2nd Edition By: Alan Gassman, Brandon Ketron, Martin Shenkman, Jonathan Blattmachr



AvatarCHUCK RUBIN ON FLORIDA HOMESTEAD - A COMPREHENSIVE TREATISE ON ALL ASPECTS OF FLORIDA HOMESTEAD LAW


Avatar Code Section 199A - the Qualified Business Income Deduction - 3rd. Edition By Bob Keebler and Peter Melcher : UPDATED for the FINAL REGULATIONS



Avatar Bob Keebler's Top 40 Tax Planning Opportunities For 2020 E-Book




Avatar The Estate Planner's IRA/Pension Planning Guide by Alan S. Gassman, Christopher J. Denicolo, Edwin P. Morrow, and Brandon Ketron


Avatar What Estate Planners (and Others) Need to Know About Bankruptcy by Alan Gassman, Alberto Gomez, Michael Markham and Adriana Choi Bundled Suite of Bob Keebler's Updated PPT Decks That Advisors Can Use
The Fabulous Florida Planning Twelve Pack 2019 Program
Breakfast and Buy-Sell Agreements
Paul Hood Buy Sell Super Bundle
Understanding S Corporations: From Cradle to Grave, Parts 1 and 2



199A Planning from A to Z
The Fabulous Florida Planning Twelve Pack 2019 Program
The Mathematics of SECURE—Where the Tax Law and Economics Collide.
SECURE Act Learning Center
Top Ten Estate Planning Topics
199A Filing Extension Bundle
The Fabulous Florida Planning Twelve Pack 2019 Program
Master Bankruptcy Bundle - What you NEED to KNOW!
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Master Bankruptcy Bundle - What you NEED to KNOW!
Steve Gorin - 7 Part Business Structuring Series
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
2 NEW Customizable, Client-Facing PowerPoint Decks - Income and Estate Tax Planning Strategies for 2019
Two of Bob Keebler’s NEW Customizable PowerPoint Decks, His Top 40 Tax Planning Opportunities E-Book & His Two 90 minute LISI Webinars on Income & Estate Planning Opportunities for 2019
The Section 199A (and 1202) Handbook (2nd Edition updated for the final regulations), provides both an introduction to and thorough examination of the 20% tax deduction for trade or business income.
Complete 3 Part Webinar Series plus Materials For the price of Two!
Roth Conversions After the Tax Reform & SECURE Act

The Estate Planners IRA/Pension Planning Guide
The Estate Planners IRA/Pension Planning Guide
Bob Keebler’s Secure Act Bundle: Everything the Sophisticated Advisor Needs To Get Up To Speed Fast
Bob Keebler’s 5 Customizable Powerpoint BUNDLE: -V.P. Biden’s Likely Proposals Plus 4 SECURE Act decks.

XYZ Tester

Bob Keebler’s suite of four customizable PowerPoint decks
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
XYZ Tester
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
Mark Merric’s Three-Part International Estate Planning Series
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Qualified Opportunity Zone Bundle
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
Master Bankruptcy Bundle - What you NEED to KNOW!
A THREE PART SERIES - Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria
Bob Keebler’s Customizable 2020 Year-End PowerPoint Deck
Bob Keebler’s 5 Customizable Powerpoint BUNDLE: -V.P. Biden’s Likely Proposals Plus 4 SECURE Act decks.
Comprehensive Review of Important Life Insurance Funded Planning Techniques

How IGSD Works & How Experts Value the Receivable

Comprehensive Review of Section 199A: How the Statute Operates and How to Exploit the New Rules

Planning with Life Insurance after Tax Reform, Parts 1 & 2

Edwin Morrow - April 25 & Edwin Morrow and Marty Shenkman April 26

Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Split Dollar Series: Parts 1, 2 and 3

Split Dollar Series: Parts 2 and 3

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act

Bob Keebler 8/24 Special 199A and Form 709 Pre-recorded Bundle

Jonathan Gopman and Paul D'Alesandro: Parts 1 and 2: Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know

Larry Brody & Steve Leimberg: Transfer for Value Parts 1 and 2

Steve Leimberg & Linus Sudzius: Beneficiary Designations and Divorce : Parts 1 and 2

Comprehensive Review of Important Life Insurance Funded Planning Techniques

How IGSD Works & How Experts Value the Receivable

Comprehensive Review of Section 199A: How the Statute Operates and How to Exploit the New Rules

Planning with Life Insurance after Tax Reform, Parts 1 & 2

Edwin Morrow - April 25 & Edwin Morrow and Marty Shenkman April 26

Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Split Dollar Series: Parts 1, 2 and 3

Split Dollar Series: Parts 2 and 3

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act

Bob Keebler 8/24 Special 199A and Form 709 Pre-recorded Bundle

Jonathan Gopman and Paul D'Alesandro: Parts 1 and 2: Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know

Larry Brody & Steve Leimberg: Transfer for Value Parts 1 and 2

Steve Leimberg & Linus Sudzius: Beneficiary Designations and Divorce : Parts 1 and 2

Planning with DING/NING Trusts: How To Grow Your Firm's Revenue in 2019

Properly Preparing the Form 706 Estate Tax Return, A Two-Part Series

All IRC 199A Analyzers

All IRC 199A Analyzers

Split Dollar Calculator2018 Estate Tax Calculator Suite

Pass-Through Deduction Analyzers: Specified Service and Non-Service Businesses

C Corp vs. Pass-Through Analyzer

W-2 Employee vs. Independent Contractor Analysis

Should a Schedule C Business Owner Switch to S Corporation Status and Pay Themselves a Salary To Claim a 199A Deduction?

199A Tool for Allocating the Deduction to Trust/Estate Beneficiaries?

Impact of Qualified Retirement Plan Deduction on IRC 199A Deduction

How to Input the Data for Up to 5 Pass-Thrus To Calculate the 199A Deduction

How to Input the Data for Farmer 199A(g) Deduction