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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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Recording and Slides are Available Here


The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?

This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:

Battling more competition than ever before? Worried potential clients are thinking they don’t need to plan because of a perception that the 2017 Tax Cuts and Jobs Act killed the federal estate tax? In our Bootcamp Webinar, The Six Magic Steps of Power Marketing, Steve and Bob will share concepts and strategies you need to survive and flourish in the coming years. Loaded with creative and innovative ideas, this class will provide mind-stretching profit expanding insights such as their:

  • “Positive Differentiation” Theorem,
  • “Leimberg Leveraging”,
  • The “Firestorm Technique”,
  • The “Silence of the Lambs” Principal, The “Lexus” Technique,
  • The “Nikon” Concept, “Mini-Marketing System, and
  • The “Pepperoni Bread Principle. 

This could be the single most financially productive professional life changing webinar you’ve ever attended.



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

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Bob Keebler

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Alan Gassman, Christopher Denicolo and John Beck.

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Creative Planning Strategies under the New Final Regulations under Section 199A with an Emphasis on Real Estate, Small Businesses and Professional Practices.

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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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Bob Keebler and Michael Geeraerts

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Finding the 199A Sweet Spot - Revisited for Final Regulations

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Bob Keebler

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What Advisors Need to Know about Cost Segregation

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Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind

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