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Event Date / Time Category
Retirement Housing Considerations to Create Guaranteed Retirement Income February, 18 / 12:00 PM - 1:00 PM Multiple Categories
This one-hour program, sponsored by Cross Country Mortgage will discuss retirement housing options with an emphasis on utilizing a HECM to help create guaranteed retirement income.


Estate & Elder Law Symposium 2021 February, 23 / 9:00 AM - 4:30 PM Multiple Categories
In this one-day Symposium we feature some of the most popular sessions from our annual Estate Law Institute and Elder Law Institute. Whether you have a general practice or you concentrate in estate law, elder law or both, you’ll pick up important practice tips and hear the latest developments.


2020 Gift Tax Returns: Practical Tips How to Report Common 2020 Transactions February, 5 / 3:00 PM - 4:30 PM Estate Planning
2020 was a wild ride with a tremendous volume of transfer tax planning, especially close to the end of the year. All gift transfers have to be reported, but there are also non-gift transfers that might (or might not be reported). In their exclusive LISI Webinar, three nationally-known experts will review many of the common 2020 planning transactions practitioners used and how they might be treated on gift (and income) tax returns.


Criminal Tax for Accountants February, 4 / No Time Multiple Categories
This exclusive LISI webinar review the various tax crimes, and what the government looks for when determining to prosecute a taxpayer or preparer. Emphasis will be placed on reviewing the privileges, including 5th amendment, attorney-client and accountant-client. The program also includes a discussion of the accountant’s role in helping the attorneys prepare analysis, recreating records and looking at tax loss calculations for sentencing.


For Whom the Bell Tolls: Pre-Mortem Planning Options and a Look Forward at Post- February, 25 / 1:00 PM - 2:30 PM Estate Planning
This 90-minute webinar covers the tax and non-tax planning options, considerations and actions that must be taken into account when a client is nearing the end of life. There always is so much going on around the end of life-there are steps that must be quickly taken prior to death.


Practical Applications of the SECURE Act and the CARES Act February, 19 / 1:00 PM - 2:30 PM Multiple Categories
This exclusive LISI Webinar explains the key provisions and provide solutions that advisors must use to help their clients maximize the SECURE Act benefits and minimize any negative impact on estate and distribution planning for beneficiaries.


Recent Transfer Tax Developments: Rumors of Its Demise Are Greatly Exaggerated February, 12 / 1:00 PM - 2:30 PM Estate Planning
This 90-minute webinar takes a look at President Biden's proposed falling basic exclusion amount and its implications for estate, gift, and generation-skipping transfers.


Beyond the Numbers; Understanding the Important Gift, Estate & Income Tax Electi February, 11 / 3:00 PM - 4:30 PM Estate Planning
This fast-paced webinar will discuss important elections associated with Forms 709, 706, and 1041. The focus of this intensive, content-packed webinar will be reviewing returns and identifying key issues including elections, allocations and required disclosures.


Fundamentals of Fiduciary Taxation and Form 1041 February, 3 / 3:00 PM - 4:30 PM Multiple Categories
This exclusive LISI webinar will bring attendees up to speed on all of the vital fiduciary income issues, traps, and planning points for clients with 1041 issues.


Persuading Like a Professional February, 16 / 3:00 PM - 3:30 PM Multiple Categories
This one-hour program guides professionals in helping clients take action. Attendees will learn: • The five steps that must take place in every sales conversation • How to embrace your duty as a sales professional • The top three selling mistakes to avoid


Generating Qualified Prospects: From Scratching Heads to Daily Hugs of Joy February, 8 / 3:00 PM - 4:00 PM Multiple Categories
This webinar covers concrete ways you can tap into cutting-edge marketing and sales tactics to bring qualified prospects to you.


Bankruptcy: The Ultimate Guide to Chapter 7 and 13 February, 10 / 11:00 AM - 6:00 PM Asset Protection Planning
With the help of carefully crafted debtor scenarios, experienced practitioners will guide you through each form you need to file, clearing up ambiguities and pointing out potential pitfalls. You'll even get detailed instruction on the ever-confusing means test and Chapter 13 plans! Bankruptcy is a field of land mines and evolving interpretations of law - make sure you're prepared to guide your clients through the filing process.


A 50-State Review of Guardianship Laws: Specific Concerns for Special Needs Plan February, 2 / 12:00 PM - 1:00 PM Multiple Categories
This program reviews laws, legislation, and literature concerning public and private guardianship programs across the U.S.


Retirement Housing Considerations to Create Guaranteed Retirement Income February, 1 / 12:00 PM - 1:00 PM Multiple Categories
This one-hour program, sponsored by Cross Country Mortgage will discuss retirement housing options with an emphasis on utilizing a HECM to help create guaranteed retirement income.