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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 and Keith Schiller

July 09, 2020 2:00 PM EDT - 3:30 PM ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits - A Special Re-Broadcast

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Bob Keebler and Jere Doyle

July 01, 2020 4:00 PM EDT - 5:30 PM ET

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE - 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

June 04, 2020 11:00 AM - 12:30 PM ET ET

How To Accurately Prepare the 709 Gift Tax Return
A Special Re-Broadcast

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Bob Keebler

March 20, 2020 3:00 PM - 4:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” - A Special Re-Broadcast

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Bob Keebler

March 18, 2020 3:00 PM - 4:30 PM ET ET

How To Accurately Prepare the 709 Gift Tax Return
A Special Re-Broadcast

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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 Jere Doyle

March 05, 2020 3:00 PM EDT - 4:30 PM ET

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE - A Special Re-Broadcast

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Bob Keebler

March 04, 2020 11:00 AM EDT - 12:30 PM ET ET

How To Accurately Prepare the 709 Gift Tax Return
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 Jere Doyle

February 28, 2020 3:00 PM EDT - 4:30 PM ET

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE

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Bob Keebler

February 27, 2020 1:00 PM EDT - 2:30 PM ET

199A Planning for Trust & Estate Attorneys - 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

February 21, 2020 3:00 PM EDT - 4:30 PM ET

199A Planning for Trust & Estate Attorneys

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Bob Keebler and Ed Morrow

February 20, 2020 11:00 AM EDT - 12:30 PM ET

The SECURE Act's Three Leading Fiduciary Trust Income Tax Planning Strategies - A Special Re-Broadcast

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Bob Keebler

February 19, 2020 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 - A Special Re-Broadcast

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Bob Keebler and Ed Morrow

February 13, 2020 1:00 PM EDT - 2:30 PM ET

The SECURE Act's Three Leading Fiduciary Trust Income Tax Planning Strategies

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Bob Keebler

February 12, 2020 3:00 PM EDT - 4:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” - A Special Re-Broadcast

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Bob Keebler

February 07, 2020 11:00 AM EDT - 12:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” : 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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Bob Keebler

January 22, 2020 3:00 PM EDT - 4:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” - A Special Re-Broadcast

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Bob Keebler

January 17, 2020 3:00 PM EDT - 4:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” - A Special Re-Broadcast

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Bob Keebler

January 15, 2020 3:00 PM EDT - 4:30 PM ET

IRAs and Qualified Plans During an Estate Administration: UPDATED FOR THE SECURE ACT - A Special Re-Broadcast

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Bob Keebler

January 10, 2020 1:00 PM EDT - 2:30 PM ET

IRAs and Qualified Plans During an Estate Administration: UPDATED FOR THE SECURE ACT

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Bob Keebler

January 08, 2020 3:00 PM EDT - 4:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World”

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Bob Keebler

January 08, 2020 1:00 PM EDT - 2:30 PM ET

SECURE ACT is Now Law EVERYONE NEEDS TO RECONSIDER EVERYTHING! A Special Re-Broadcast.

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Bob Keebler

January 07, 2020 3:00 PM EDT - 4:30 PM ET

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT - A Special Re-Broadcast

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Bob Keebler

January 03, 2020 3:00 PM EDT - 4:30 PM ET

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT - A Special Re-Broadcast

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Bob Keebler

January 02, 2020 3:00 PM EDT - 4:30 PM ET

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

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Bob Keebler

December 30, 2019 3:00 PM EDT - 4:30 PM ET

SECURE Act is NOW LAW. - EVERYONE NEEDS TO RECONSIDER EVERYTHING! ; A Special Re-Broadcast

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Bob Keebler

December 27, 2019 3:00 PM EDT - 4:30 PM ET

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING! ; A Special Re-Broadcast

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Bob Keebler

December 26, 2019 3:00 PM EDT - 4:30 PM ET

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING! ; A Special Re-Broadcast

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Bob Keebler

December 23, 2019 3:00 PM EDT - 4:30 PM ET

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING! ; A Special Re-Broadcast

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Bob Keebler

December 20, 2019 3:00 PM EDT - 4:30 PM ET

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING! ; A Special Re-Broadcast

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Bob Keebler

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

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING! ; A Special Re-Broadcast

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Bob Keebler

December 18, 2019 1:00 PM EDT - 2:30 PM ET

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING!

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Bob Keebler

December 18, 2019 3:00 PM EDT - 4:30 PM ET

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING! ; A Special Re-Broadcast

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Bob Keebler

December 11, 2019 1:00 PM EDT - 2:30 PM ET

Proactive 2019 Year End Planning - A Special Re-Broadcast

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Alan Gassman and Ken Crotty

December 11, 2019 3:00 PM EDT - 4:30 PM ET

Estate Tax Planning with Family Entities After Powell and Strangi - A Special Re-Broadcast

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Bob Keebler

November 27, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Case Studies with Newly Issued Tax Compliance Forms - A Special Re-Broadcast

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Bob Keebler

November 20, 2019 1:00 PM EDT - 2:30 PM ET ET

Proactive 2019 Year End Planning : A Special Re-Broadcast

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Alan Gassman and Ken Crotty

November 14, 2019 1:00 PM EDT - 2:30 PM ET

Estate Tax Planning with Family Entities After Powell and Strangi - A Special Re-Broadcast

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Bob Keebler

November 01, 2019 1:00 PM EDT - 2:30 PM ET ET

Proactive 2019 Year End Planning

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Steve Oshins

October 23, 2019 3:00 PM EDT - 4:00 PM EDT ET

Non-Judicial Settlement Agreements and Non-Judicial Consent Modifications: How to Amend an Irrevocable Trust - A Special Re-Broadcast

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Bob Keebler

October 23, 2019 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 - A Special Re-Broadcast

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Bob Keebler

October 23, 2019 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 - A Special Re-Broadcast

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Alan Gassman and Ken Crotty

October 18, 2019 3:00 PM EDT - 4:30 PM ET

Estate Tax Planning with Family Entities After Powell and Strangi - A Special Re-Broadcast

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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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Alan Gassman,Christopher J. Denicolo,

October 11, 2019 3:00 PM EDT - 4:30 PM EDT ET

Why Our Trusts Are Different than All Other Trusts: Documents Included - A Special Re-Broadcast

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Alan Gassman and Ken Crotty

October 03, 2019 3:00 PM EDT - 4:30 PM ET

Estate Tax Planning with Family Entities After Powell and Strangi

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Jerry Hesch

September 20, 2019 3:00 PM EDT - 4:00 PM ET

Jerry Hesch's Guide to What You Must Know Regardless of Whether You Attend the 2019 Notre Dame Institute : A Special Re-Broadcast

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Kenneth J. Crotty

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

Avoiding Disaster on Highway 709, How to Complete Form 709 Correctly to Maximize the Benefits for Your Clients

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Steve Oshins and Bob Keebler

September 18, 2019 3:00 PM EDT - 4:30 PM ET

Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts : 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

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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Alan Gassman,Christopher J. Denicolo,

August 23, 2019 3:00 PM EDT - 4:30 PM EDT ET

Why Our Trusts Are Different than All Other Trusts

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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 21, 2019 3:00 PM EDT - 4:30 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return
A Special Re-Broadcast

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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

August 09, 2019 1:00 PM EDT - 2:30 PM ET ET

Sales to Grantor Trusts - A Special Re-Broadcast

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Jerry Hesch

August 08, 2019 3:00 PM EDT - 4:00 PM ET

Jerry Hesch's Guide to What You Must Know Regardless of Whether You Attend the 2019 Notre Dame Institute

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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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Alan Gassman,Christopher J. Denicolo,

July 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients - A Special Re-Broadcast

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

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Steve Oshins and Bob Keebler

July 17, 2019 3:00 PM EDT - 4:30 PM ET

Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts - A Special Re-Broadcast

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Brandon Ketron, Christopher J. Denicolo and Kenneth J. Crotty

July 12, 2019 1:00 PM EDT - 2:30 PM ET

Estate Planning Mathematics and How It Impacts Strategy Selection and Use 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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Steve Oshins and Bob Keebler

July 03, 2019 3:00 PM EDT - 4:30 PM ET

Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts

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Steve Oshins

June 28, 2019 3:00 PM EDT - 4:30 PM ET

2019 Dynasty Trust Update: For Attorneys, Accountants and Financial Advisors

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Brandon Ketron, Christopher J. Denicolo and Kenneth J. Crotty

June 27, 2019 3:00 PM EDT - 4:30 PM ET

Estate Planning Mathematics and How It Impacts Strategy Selection and Use

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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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Bob Keebler

May 10, 2019 3:00 PM EDT - 4:30 PM ET ET

Sales to Grantor Trusts

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Alan Gassman,Christopher J. Denicolo,

May 09, 2019 1:00 PM EDT - 2:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients - A Special Re-Broadcast

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

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Bob Keebler

May 01, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Case Studies with Newly Issued Tax Compliance Forms

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Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

April 26, 2019 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Special Re-Broadcast.

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Bob Keebler

April 26, 2019 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 - A Special Re-Broadcast

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Bob Keebler and Keith Schiller

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

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

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Steve Oshins

April 18, 2019 1:00 PM EDT - 2:00 PM EDT ET

Non-Judicial Settlement Agreements and Non-Judicial Consent Modifications: How to Amend an Irrevocable Trust - 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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Alan Gassman, Brandon Ketron and Steve Gorin

April 11, 2019 3:00 PM EDT - 4:00 PM EDT ET

Important New 199A Developments: Treasury Official Updates Practitioners with Respect to Separate Books and Records Requirement, Related Party Rules & "Crack and Pack" Complex Trust Strategies

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Alan Gassman,Christopher J. Denicolo,

April 05, 2019 3:00 PM - 4:30 PM ET ET

Creative Planning Under Section 199A- Important Techniques to Help Maximize the Deduction

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Alan Gassman,Christopher J. Denicolo,

April 04, 2019 3:00 PM - 4:30 PM ET ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients -

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

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Alan Gassman, Christopher Denicolo and John Beck.

March 29, 2019 3:00 PM - 4:00 PM ET ET

Creative Planning Strategies Under the Final 199A Regulations, with a Focus on Real Estate, Small Businesses and Professional Practices!

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Bob Keebler

March 28, 2019 3:00 PM - 4:30 PM ET ET

How To Accurately Prepare the 709 Gift Tax Return

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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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Bob Keebler

March 01, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series

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Bob Keebler

February 28, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return Series (Including Portabliity Issues)

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Bob Keebler

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

199A Post-Final Regulations Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

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Bob Keebler

January 31, 2019 3:00 PM EDT - 4:30 PM ET ET

The Final 199A Regulations Have Been Released, Bob Keebler Covers It All in His Exclusive LISI Webinar! - A Special Re-Broadcast

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Bob Keebler

January 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Breaking News: The Final 199A Regulations Have Been Released, Bob Keebler Covers It All in His Exclusive LISI Webinar!

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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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Alan Gassman

January 11, 2019 1:00 PM EDT - 2:30 PM EDT ET

Dynamic Planning Strategies for the Well Informed Advisor - A Special Re-Broadcast

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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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Bill Lipkind & Steve Oshins

January 09, 2019 1:00 PM EDT - 2:00 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!” - A Special Re-Broadcast

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Steve Oshins

January 09, 2019 3:00 PM EDT - 4:00 PM EDT ET

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

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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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Alan Gassman

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

Dynamic Planning Strategies for the Well Informed Advisor

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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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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

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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

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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

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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.

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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

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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

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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.

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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

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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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Cynthia D.M. Brown and Todd A. Flubacher

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

The Directed Trust Model

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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

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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

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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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Steve Oshins and Bob Keebler

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

Advanced Section 199A with Trusts and Estates

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Bob Keebler

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

Understanding Section 199A - Creating a Solid Foundation

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Cynthia D.M. Brown

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

Discretionary Distribution Standards: Balancing Duty and Need

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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"

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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

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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

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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

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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!

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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

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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

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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

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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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Jay Adkisson & David Slenn

March 21, 2018 ET

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

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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

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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!”

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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

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

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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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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

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

How To Accurately Prepare the 709 Gift Tax Return

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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

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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?

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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
Click to Listen to Steve'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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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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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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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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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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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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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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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"

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