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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
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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 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

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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

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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 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

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Jeff Scroggin

December 07, 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 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

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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 03, 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 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.

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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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Steve Oshins and Bob Keebler

September 19, 2017 3:00 PM EDT - 4:00 PM EDT ET

Using an ING Trust to Save FEDERAL Income Taxes, Not Just STATE Income Taxes!

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Edwin P. Morrow III

September 08, 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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