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July 2020
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
September 2020
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Event Date / Time Category
Simplifying the Retirement Planning Landscape August, 4 / 12:00 PM - 1:00 PM Multiple Categories
This one-hour program will address the impact of the CARES Act on the economy and retirement income planning.


PBA Solo & Small Firm Conference: Hot Topics in Estate Planning August, 5 / 12:00 PM - 1:00 PM Estate Planning
This program will cover the SECURE Act, signing estate planning documents during a pandemic, and other estate planning issues affected by COVID-19.


Fundaementals of Estate Planning 2020 August, 21 / 9:00 AM - 4:30 PM Estate Planning
This program examines each step of the estate planning process and provides guidance on avoiding hidden pitfalls like failing to consider income tax consequences and inconsistent beneficiary designations.


Winning Numbers: Accounting and Finance for Lawyers 2020 August, 24 / 9:00 AM - 4:00 PM Multiple Categories
Financial, business and accounting issues are at the heart of many legal problems. This seminar goes well beyond traditional debit and credit to offer attendees a refreshing perspective and simple solutions for wading through complicated financial issues.


Free LISI Webinar: The Biden 2-Step PLUS Martin Shenkman's Review of Topics and August, 18 / 3:00 PM - 4:30 PM Multiple Categories
Please join Jerry Hesch, Marty Shenkman and Alan Gassman for this complimentary 90 minute presentation that will cover two important topics: 1) the "Biden 2-Step" that practitioners may use for their best and wealthiest clients for year-end estate tax planning, including valuation and other issues and planning opportunities with promissory notes; and 2) Marty Shenkman’s review of the unique topics and planning strategies that will be covered in depth at the 46th annual Notre Dame Tax and Estate Planning Institute to be held on October 29 and 30th.


Dynasty Trusts, SLATs and SLANTs, Basis and other Estate Planning Before End of August, 28 / 3:00 PM - 4:30 PM Estate Planning
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 to that legislation. So the bottom line is practitioners need to guide clients to plan NOW! What planning tools work in the current environment, and how should traditional planning techniques be modified to fit the unique circumstances clients now face? This webinar will provide practical and depth advice as to what practitioners should advise their clients.


Retention Bonus Plans August, 11 / 12:00 PM - 1:00 PM Multiple Categories
Attendees will learn how to identify employer prospects for retention bonus plans; communication available plan benefits; and establish and fund retention bonus plans using key person life insurance.


A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part August, 6 / 1:00 PM - 2:30 PM Estate Planning
The purpose of this three part series is to provide a unique analysis of most of the major estate planning tools and techniques currently in use, and it covers 38 different estate planning tools and techniques presently in use


A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: 2 August, 13 / 1:00 PM - 2:30 PM Estate Planning
The purpose of this three part series is to provide a unique analysis of most of the major estate planning tools and techniques currently in use, and it covers 38 different estate planning tools and techniques presently in use, from wills to self-cancelling installment note sales to intentionally defective grantor trusts, and all points and acronyms in between!


NEW PPP LOANS FOR BUSINESSES SUFFERING A 50 Percent REVENUE LOSS AND OTHER INCEN August, 7 / 3:00 PM - 4:30 PM Multiple Categories
The legislative language of the new bill includes additional PPP loans with a catch. To qualify for the new loans, a business will need to meet certain accounting criteria including a 50% reduction in revenue. The bill is also expected to contain other tax incentives designed to protect small businesses with less than 300 employees. It appears that Congress is working hard to prevent healthy small businesses and most larger business from participating in the latest PPP program.


Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable P August, 20 / 3:00 PM - 4:30 PM Multiple Categories
This content-packed 90 minute webinar will cover: • Key takeaways from historically low interest rates • The Charitable Lead Trust in a low-interest rate environment • Other Do-Now Techniques


A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: 3 August, 27 / No Time Estate Planning
The purpose of this three part series is to provide a unique analysis of most of the major estate planning tools and techniques currently in use, and it covers 38 different estate planning tools and techniques presently in use, from wills to self-cancelling installment note sales to intentionally defective grantor trusts, and all points and acronyms in between!


The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Cruc August, 21 / 3:00 PM - 4:30 PM Multiple Categories
In this exclusive LISI Webinar will cover the essential conversations advisors should be having with clients. Topics include the following: • Have clients addressed “basic”, but essential immediate planning needs? • Using Available Transfer Tax Exclusions while we can. • Planning Gifting to avoid “sunset” and reduction of the current exclusions. • Will a decedent’s DSUE be acknowledged – and preserved?