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Paul Hood and Bob Keebler

July 17, 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 - A Special Re-Broadcast

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Bob Keebler

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

Tax Aspects of Decanting : A Special Re-Broadcast

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Bob Keebler

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

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

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Bob Keebler

June 25, 2020 11:00 AM - 12:30 PM ET ET

Tax Aspects of Decanting : A Special Re-Broadcast

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

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

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Bob Keebler and Christopher Hoyt

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

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

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Bob Keebler and Christopher Hoyt

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

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

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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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Bob Keebler

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

Tax Aspects of Decanting :: A Special Re-Broadcast

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Bob Keebler

March 06, 2020 3:00 PM EDT - 4:30 PM EDT ET

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know - A Special Re-Broadcast

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Bob Keebler and Christopher Hoyt

March 04, 2020 3:00 PM ET - 4:30 PM ET

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

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Bob Keebler and Christopher Hoyt

February 21, 2020 11:00 AM - 12:30 PM ET ET

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

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Bob Keebler and Christopher Hoyt

February 05, 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

February 05, 2020 1:00 PM ET - 2:30 PM ET

Strategic & Tactical Roth Conversions after the SECURE Act - A Special Re-Broadcast

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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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Howard Zaritsky, Marty Shenkman, Sandy Glazier

October 16, 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 - A Special Re-Broadcast

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Bob Keebler

September 06, 2019 1:00 PM EDT - 2:00 PM EDT ET

Tax Aspects of Decanting - A 2019 Update : A Special Re-Broadcast

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Bob Keebler

September 05, 2019 1:00 PM EDT - 2:30 PM EDT ET

Tax Planning for Selling a Business : A Special Re-Broadcast

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Bob Keebler

September 05, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Every Planner Needs to Know About IRAs and Qualified Plans During an Estate Administration : A Special Re-Broadcast

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Bob Keebler

August 28, 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 : A Special Re-Broadcast

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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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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 15, 2019 1:00 PM EDT - 2:30 PM ET

Life Insurance and the Secure Act – Strategies and Solutions : A Special Re-Broadcast

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Bob Keebler

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

IRAs to Charities and CRTs After the SECURE Act: A Special Re-Broadcast

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Bob Keebler

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

Tax Planning for Selling a Business. - A Special Re-Broadcast

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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

June 27, 2019 1:00 PM EDT - 2:30 PM ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting - A Special Re-Broadcast

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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

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

Tax Planning for Selling a Business - A Special Re-Broadcast

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Bruce Steiner

April 12, 2019 1:00 PM ET - 2:30 PM ET

Roth Conversions: Everything the Sophisticated Advisor Needs to Know -Roth conversion are poised to be one of the hottest planning techniques in 2019.

Join Bruce Steiner in his exclusive LISI webinar where he provides advisors with everything they need to know to operate in the technical but lucrative field. - A Special Re-Broadcast

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Bob Keebler

March 21, 2019 1:00 PM - 2:30 PM ET ET

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know - A Special Re-Broadcast

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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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Bob Keebler

March 14, 2019 3:00 PM - 4:30 PM ET ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting; A Special Re-Broadcast

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Bob Keebler

March 08, 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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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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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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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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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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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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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

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

199A and Specified Service Businesses

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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.

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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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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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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

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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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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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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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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

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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

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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

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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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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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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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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

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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

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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 01, 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 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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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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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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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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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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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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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

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

"The Trump Tax Plan"

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