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Current Category: Retirement Planning


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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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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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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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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

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

Overview of Portability and Rev Proc 2017-34.

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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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