H Leimberg Webinar Services AS STARTED



All recorded webinars are available to view anytime on demand!

            

Avatar

Bob Keebler

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

Proactive Year-End Tax Planning

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar
Avatar

Christopher Denicolo, Ed Morrow and Brandon Ketron

December 07, 2018 3:00 PM EDT - 4:30 PM EDT ET

10 Biggest IRA-Trust Mistakes

More Info
Avatar

Bob Keebler

December 06, 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

More Info
Avatar

Paul Hood

December 06, 2018 3:00 PM EDT 4:30 PM EDT ET

Planning for the Surviving Spouse

More Info
Avatar

Chuck Rubin

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

Florida Homestead Law Made Easy – Well, At Least Easier

More Info
Avatar

Bob Keebler

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

Do's and Don'ts of 199A Planning

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar

Alan Gassman

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

Dynamic Planning Strategies for the Well Informed Advisor

More Info
Avatar

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:

More Info
Avatar

Bob Keebler

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

199A and Specified Service Businesses

More Info
Avatar

Cynthia D.M. Brown

November 09, 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?

More Info
Avatar

Paul Hood

November 08, 2018 3:00 PM EDT 4:00 PM EDT ET

Do You Trust?-The Anatomy of a Trust:

More Info
Avatar Avatar

Steve Oshins, Jay Adkisson

November 02, 2018 12:00 PM EDT - 1:00 PM EDT ET

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

November 02, 2018 3:00 PM EDT - 4:30 PM EDT ET

New 1041 Class - A Special Re-Broadcast

More Info
Avatar

Paul Hood

November 01, 2018 3:00 PM EDT 4:30 PM EDT ET

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

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

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

Finding the 199A Sweet Spot

More Info
Avatar

James P. Weller, JD, LL.M

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

INVESTING IN QUALIFIED OPPORTUNITY FUNDS

More Info
Avatar Avatar

Christopher Cahill & Timothy Borchers

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

Second Home Savvy

More Info
Avatar

Bob Keebler

October 24, 2018 3:00 PM EDT - 6:00 PM EDT ET

Two Keebler 199A Webinars for the Price of One! - A Special Re-Broadcast of Bob's 8/15 and 9/21 Webinars - 180 minutes.

More Info
Avatar Avatar
Avatar

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

More Info
Avatar

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

More Info
Avatar

Bob Keebler

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

New 1041 Class

More Info
Avatar

Andy DeMaio

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

Practical Estate Planning for Digital Assets under RUFADAA

More Info
Avatar

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

More Info
Avatar Avatar

Steve Oshins, Jay Adkisson

October 05, 2018 3:00 PM EDT - 4:00 PM EDT ET

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown

More Info
Avatar

Mike DiMayo

October 04, 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

More Info
Avatar

Eric Naison-Phillips

October 03, 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

More Info
Avatar

Steve Oshins

September 28, 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 - A Re-Broadcast

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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?

More Info
Avatar

Bob Keebler

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

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

More Info
Avatar Avatar

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

More Info
Avatar

Alan Gassman

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

What Estate and Tax Planners Need to Know About Bankruptcy

More Info
Avatar Avatar

Larry Brody & Steve Leimberg

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

Transfer for Value – Transactional Analysis

More Info
Avatar

Bob Keebler

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

Roth Conversions after Tax Reform

More Info
Avatar Avatar

Larry Brody & Steve Leimberg

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

Transfer for Value – The Thorn on the Rose

More Info
Avatar Avatar

Jonathan Gopman and Paul D'Alesandro

September 06, 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

More Info
Avatar

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

More Info
Avatar

Bob Keebler

August 24, 2018 3:00 PM EDT - 4:00 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return - A Re-broadcast.

More Info
Avatar

Bob Keebler

August 24, 2018 1:00 PM EDT - 2:30 PM EDT ET

Important Webinar Event: Bob Keebler Reviews the New 199A Regulations - A Re-Broadcast.

More Info
Avatar

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

More Info
Avatar Avatar
Avatar Avatar

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.

More Info
Avatar

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

More Info
Avatar

Paul Hood

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

Estate Planning for Qualified Retirement Plans and IRA’s

More Info
Avatar

Bob Keebler

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

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

More Info
Avatar

Bob Keebler

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

Understanding and Completing Form 706

More Info
Avatar

Steve Oshins

August 09, 2018 3:00 PM EDT - 4:00 PM EDT ET

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

More Info
Avatar

Bob Keebler

August 02, 2018 3:00 PM EDT - 4:30 PM EDT ET

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

More Info
Avatar Avatar

Marty Shenkman and Alan Gassman

July 27, 2018 3:00 PM EDT - 4:00 PM EDT ET

199A Challenges and Strategies--A Deeper Dive - A Re-Broadcast Click to Listen to Alan's description

More Info
Avatar

Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

July 26, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Re-Broadcast. Click to Listen to Steve Oshins description

More Info
Avatar Avatar

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

More Info
Avatar

James P. Weller, JD, LL.M

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

The Private Trust Company Solution

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

Bob Keebler

July 11, 2018 3:00 PM EDT - 4:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates -A Rebroadcast

More Info
Avatar

Bob Keebler

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

Six 199A Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers - A Rebroadcast --NOTE: Program wiil be live if new regs come out.

More Info
Avatar

Paul Hood

July 06, 2018 3:00 PM EDT 5:00 PM EDT ET

The Human Side of Estate Planning/Psychology of Estate Planning

More Info
Avatar

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

More Info
Avatar

Alan Gassman

June 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection for Businesses and Their Owners

More Info
Avatar

Bob Keebler

June 22, 2018 1:00 PM EDT - 2:30 PM EDT ET

199A Case Studies - A Refresher

More Info
Avatar

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

More Info
Avatar

Alan Gassman

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

Asset Protection Opportunities You May Not Know About

More Info
Avatar

Alan Gassman

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

Asset Protection Opportunities You May Not Know About

More Info
Avatar

Alan Gassman

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

Asset Protection Opportunities You May Not Know About

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

Steve Oshins

June 07, 2018 3:00 PM EDT - 4:30 PM EDT ET

Hybrid Domestic Asset Protection Trust: The Advanced Class

More Info
Avatar

Bob Keebler

June 01, 2018 3:00 PM EDT - 4:30 PM EDT ET

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

Cynthia D.M. Brown and Todd A. Flubacher

May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Directed Trust Model

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

Steve Oshins

May 09, 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

More Info
Avatar Avatar

Steve Oshins and Bob Keebler

May 04, 2018 3:00 PM EDT - 4:30 PM EDT ET

Advanced Section 199A with Trusts and Estates

More Info
Avatar

Bob Keebler

May 03, 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

More Info
Avatar

Bob Keebler

May 02, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding Section 199A - Creating a Solid Foundation

More Info
Avatar

Cynthia D.M. Brown

April 27, 2018 3:00 PM EDT - 4:00 PM EDT ET

Discretionary Distribution Standards: Balancing Duty and Need

More Info
Avatar Avatar

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"

More Info
Avatar

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

More Info
Avatar

Bob Keebler

April 24, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Administration for IRAs

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

Cynthia D.M. Brown, and Matthew L. Rosin,

April 06, 2018 3:00 PM EDT - 4:00 PM EDT ET

Grantor Trust Status: Things That Can Change a Trust's Status

More Info
Avatar

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!

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

Jay Adkisson & David Slenn

March 21, 2018 ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act: Part 4

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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!”

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

Larry Brody

March 09, 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

More Info
Avatar Avatar

Bob Keebler and Steve Oshins

March 08, 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

More Info
Avatar

Bob Keebler

March 07, 2018 3:00 PM EDT - 4:30 PM EDT ET

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

More Info
Avatar

Bob Keebler

March 02, 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

More Info
Avatar

Bob Keebler

March 01, 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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

Bob Keebler

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

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

More Info
Avatar

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

More Info
Avatar

Barry D. Flagg

February 09, 2018 3:00 PM EDT - 4:00 PM EDT ET

6 Essential Ingredients to Life Insurance ADVICE - Click to Listen to Barry

More Info
Avatar

Marty Shenkman

February 08, 2018 3:00 PM EDT - 4:30 PM EDT ET

Marty Shenkman's notes from the proceedings at the Heckerling Institute on Estate Planning

More Info
Avatar Avatar
Avatar

Jonathan Blattmachr, Martin Shenkman and Joy Matak

February 02, 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

More Info
Avatar

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 01, 2018 3:00 PM EDT - 4:00 PM EDT ET

CREATIVE PLANNING WITH FLOW THROUGH ENTITIES, INCLUDING 199(A) NEW IDEAS

More Info
Avatar

Bob Keebler

January 31, 2018 3:00 PM EDT - 4:00 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar

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?

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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 05, 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

More Info
Avatar

Bob Keebler

January 04, 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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

Bob Keebler

December 08, 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

More Info
Avatar

Jeff Scroggin

December 07, 2017 3:00 PM EDT - 4:00 PM EDT ET

Charitable Traps and Opportunities in Tax and Estate Planning

More Info
Avatar

Steve Oshins

December 01, 2017 3:00 PM EDT - 4:00 PM EDT ET

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

More Info
Avatar

Bob Keebler

November 29, 2017 3:00 PM EDT - 4:00 PM EDT ET

Limited Window of Opportunity - Change in Stock Basis Ordering Rules

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

Larry Brody

November 03, 2017 3:00 PM EDT - 4:00 PM EDT ET

Top Insurance Planning Mistakes and How to Fix Them, Part 1

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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!

More Info
Avatar

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

More Info
Avatar

Bob Keebler

October 06, 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.

More Info
Avatar

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:

More Info
Avatar

Bob Keebler

September 26, 2017 3:00 PM EDT - 4:00 PM EDT ET

Decanting Basics & Taxation.

More Info
Avatar

Edwin P. Morrow III

September 08, 2017 3:00 PM EDT - 4:00 PM EDT ET

IRC Section 678 and Beneficiary Deemed Owner Trusts

More Info
Avatar Avatar

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.

More Info
Avatar

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

More Info
Avatar

Bob Keebler

July 25, 2017 3:00 PM EDT - 4:00 PM EDT ET

Best Ideas in 2017 - What the Planner Needs to Know

More Info
Avatar

Steve Oshins

July 14, 2017 1:00 PM EDT - 2:00 PM EDT ET

Using Non-Grantor Trusts to Save State Income Taxes

More Info
Avatar

Bob Keebler

June 29, 2017 3:00 PM EDT - 4:00 PM EDT ET

Overview of Portability and Rev Proc 2017-34.

More Info
Avatar

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

More Info
Avatar

Steve Oshins

June 05, 2017 3:00 PM EDT - 4:00 PM EDT ET

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

More Info