Upcoming Webinars

Bob Keebler and Jere Doyle

January 28, 2021 1:00 PM ET - 2:30PM ET ET

REVIEW OF THE 2020 REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS - A Special Re-Broadcast prior to the new regulations applying to 2020 returns. Master the new law prior to tax season

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 28, 2021 11:00P AM ET - 12:30 PM ET ET

Georgia Senate Election Results – Deep Dive PART 1 of 2 - Income Tax Planning - Rebroadcast

Bobby Samuelson

January 28, 2021 3:00PM ET - 4:30PM ET ET

Making Sense of the Section 7702 Changes

Tom Miller

January 29, 2021 1:00PM ET - 2:30PM ET ET

Phantom Stock: Where it Fits and How to Do it Right - A Special Re-Broadcast

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 29, 2021 11:00P AM ET - 12:30 PM ET ET

Georgia Senate Election Results – Deep Dive PART 2 of 2 - Estate Planning to do NOW! - Rebroadcast

Bob Keebler

February 3, 2021 3:00 PM - 4:30 PM ET ET

Fundamentals of Fiduciary Taxation and Form 1041

Eric Green

February 4, 2021 3:00 PM ET - 4:30PM ET ET

Criminal Tax for Accountants

Tom Miller

February 5, 2021 1:00PM ET - 2:30PM ET ET

Why Most Executive Bonus Programs Fail—and How to Fix the Problem

Martin Shenkman Steve Gorin Joy Matak

February 5, 2021 3:00PM ET - 4:30PM ET ET

2020 Gift Tax Returns: Practical Tips How to Report Common 2020 Transactions

Bob Keebler

February 11, 2021 3:00PM ET - 4:30PM ET ET

Mike Jones

February 12, 2021 1:00PM ET - 2:30PM ET ET

Recent Transfer Tax Developments: Rumors of Its Demise Are Greatly Exaggerated

Bruce Steiner Denise Appleby

February 19, 2021 1:00PM ET - 2:30PM ET ET

Practical Applications of the SECURE Act and The CARES Act: How to Identify and Implement Strategies for 2021 and After

Eric Green

February 19, 2021 3:00PM ET - 4:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

Eric Green

February 26, 2021 1:00PM ET - 2:30PM ET ET

Resolving Back Tax Debts: Offers-in-Compromise, Installment Agreements, Uncollectable Status and Bankruptcy

Mark Merric

February 26, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 1: Capital Accounts Compared to Stock

Eric Green

March 5, 2021 3:00PM ET - 4:30PM ET ET

Tax Liens & Tax Levies

Mark Merric

March 26, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 2: Capital Accounts Compared to Stock

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

Alan Gassman and Brandon Ketron

January 26, 2021 3:00PM ET - 4:30PM ET ET

PPP and EIDL Loan Rules Update and Review

Steve Siegel

January 22, 2021 1:00PM ET - 2:30PM ET ET

Portability: An Estate Planning Game-Changer

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

Larry Katzenstein

January 21, 2021 3:00PM ET - 4:30PM ET ET

Once in a Lifetime Estate and Charitable Planning Opportunities in a Time of Extraordinarily Low Interest Rates

Alan Gassman and Brandon Ketron

January 21, 2021 1:00PM ET - 2:30PM ET ET

What You Need to Know About the Employee Retention Credit, HHS Provider Relief Reporting Requirements and PPP and EIDL Questions

Mike DiMayo

January 21, 2021 1:00PM ET - 2:30PM ET ET

Captive Insurance Companies in 2021 and Beyond: What 2020 Taught Us

Bob Keebler

January 20, 2021 3:00 PM - 4:30 PM ET ET

How To Accurately Prepare the 2020 709 Gift Tax Return – Updated Class

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 19, 2021 1:00PM ET - 2:30 PM ET ET

Georgia Senate Election Results – Deep Dive PART 1 of 2 - Income Tax Planning

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 19, 2021 3:00PM ET - 5:00 PM ET ET

Georgia Senate Election Results – Deep Dive PART 2 of 2 - Estate Planning to do NOW!

Tom Miller

January 15, 2021 1:00PM ET - 2:30PM ET ET

Phantom Stock: Where it Fits and How to Do it Right

Paul Hood

January 14, 2021 1:00PM ET - 2:30PM ET ET

2020 Hindsight: A Review of Important Developments in Estate Planning

Eric Green

January 14, 2021 3:00PM ET - 4:30PM ET ET

The IRS Collection Process: From Billing Notice to Offer-in-Compromise Acceptance Letter

Alan Gassman Brandon Ketron

January 12, 2021 1:00PM ET - 2:30PM ET ET

SBA ANNOUNCES THAT APPLICATIONS WILL BE ACCEPTED AS EARLY AS January 11th and ISSUES GUIDANCE ON NEW CARES ACT CHANGES FOR PPP, PPP ROUND 2, EIDL AND OTHER PROGRAMS: WHAT ADVISORS NEED TO KNOW NOW!

Bob Keebler Jonathan Blattmachr

January 12, 2021 3:00PM ET - 4:30PM ET ET

Georgia Senate Results and Tax Planning Opportunities

Eric Green

January 8, 2021 3:00PM ET - 4:30PM ET ET

Dealing with an IRS Exam: From Initial Contact to Closing Agreement

Seymour Goldberg

December 30, 2020 1:00PM ET - 2:30PM ET ET

Understanding the IRA Distribution Rules under the Secure Act: Includes Practitioner Issues and IRS Compliance Issues

Alan Gassman and Brandon Ketron

December 23, 2020 3:30 PM - 4:45 PM ET ET

Congress Voted Monday on Sweeping $900 Billion Coronavirus Package: What You Need to Know Now!

Bob Keebler

December 22, 2020 1:00 PM - 2:30 PM ET ET

What Advisors Need To Know Now About the Coronavirus Relief Bill, Including an Update on Congressional Action

Mark Merric

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

Part 2: Mark Merric’s Asset Protection Trilogy

Ed Morrow Paul Hood

December 17, 2020 1:00PM ET - 2:30PM ET ET

Prescriptions for Donor’s Remorse: Using Disclaimers and Other Techniques to Hit the “Undo Button” on Taxable Gifts

Bob Keebler

December 10, 2020 3:00PM ET - 4:30PM ET ET

Mathematically Oriented Planning Techniques: How They are Quantified to Determine the Techniques Best Suited for a Particular Client

Paul Hood Ed Morrow

December 10, 2020 1:00PM ET - 2:30PM ET ET

Can YOU BDIT? BDIT's and BDOT's..."The Beneficiary Defective Inheritor's Trust" and "The Beneficiary Deemed Owned Trust." What are they? How do they work? Concerns and Best Practices"

Alan Gassman Jerry Hesch & Brandon Ketron

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

PPP BORROWER TAX PLANNING---AVOIDING DISASTER AT THE INTERSECTION OF HWY 265 AND THE PPP EXPRESSWAY AFTER REVENUE RULING 2020-27 AND REVENUE PROCEDURE 2020-51 WHETHER AND WHEN TO DEDUCT, AND HOW TO HANDLE ASSOCIATED ISSUES

Steve Siegel

December 3, 2020 1:00PM ET - 2:30PM ET ET

Last Minute Planning for 2020: Practical and Timely Suggestions

Alan Gassman Michael Lehmann Brandon Ketron

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

Time Sensitive Charitable Tax Opportunities: Technical Rules that Provide Solid Tax and Practical Opportunities for Taxpayers and their Charities and Family Members.

Ed SLott

November 25, 2020 3:00PM ET - 4:30PM ET ET

‘Tis the Season for Gift Planning: Planning for lifetime transfers BEFORE Year-End 2020

Mark Merric

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

Part 1: Mark Merric’s Asset Protection Trilogy

Steve Siegel

November 20, 2020 1:00PM ET - 2:30PM ET ET

Planning with Intentionally Defective Grantor Trusts: What Makes Them So Popular and So Powerful?

Alan Gassman Brandon Ketron Michael Lehmann

November 19, 2020 1:00PM ET - 2:30PM ET ET

Tax Smart and Innovative Year End and Lifetime Charitable Planning

Rick Jaye

November 19, 2020 3:00PM ET - 4:10 PM ET ET

ESOPs: What the Sophisticated Advisor Needs To Know

Alan Gassman and Jerry Hesch

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

The Year-End CLAT: Where Is Your Client At?

Michael Geeraerts

November 13, 2020 3:00PM ET - 4:30PM ET ET

The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!

Jim Weller

November 13, 2020 1:00PM ET - 2:00PM ET ET

An In-Depth Examination of Private Trust Companies: What the Sophisticated Advisor Needs to Know

Paul Hood Ed Morrow

November 12, 2020 1:00PM ET - 2:30PM ET ET

The Intersection of Portability and Blended Families: No Man’s Land?

Bob Keebler Jonathan Blattmachr Marty Shenkman

November 10, 2020 3:00 PM ET - 4:30PM ET ET

POST ELECTION ESTATE AND INCOME TAX PLANNING IN 2020 AND BEYOND - CONTROL OF SENATE HANGS ON SPECIAL GEORGIA RUN-OFF

Eric Naison-Phillips Scott Bowman

November 5, 2020 3:00PM ET - 4:30PM ET ET

Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods

Eli Akhavan

November 5, 2020 1:00PM ET - 2:30PM ET ET

Expatriation: The Exit Tax and Planning Opportunities, What the Sophisticated Advisor Must Know

Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP

October 30, 2020 1:00PM ET - 2:30PM ET ET

Critical Year-End Income Tax and Estate Tax Planning for the Mass Affluent

Steve Gorin

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

Basis Step-Up Strategies in Light of Portability and Tax Law Changes Registration Includes INSTANT DELIVERY of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” a 2500+ page PDF

Alan Gassman and Brandon Ketron

October 28, 2020 3:00PM ET - 4:30PM ET ET

DYNAMIC AND CREATIVE STRATEGIES FOR 2020 YEAR END PLANNING

Mark Merric

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

Part 3: Mark Merric’s Three-Part International Estate Planning Series

Alan Gassman and Christopher Denicolo

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

Tax Planning for Insolvency and the Discharge of Indebtedness: What Business & Tax Planning Professionals Can Do to Reduce Taxes and Avoid Unpleasant Surprises

Paul Hood Ed Morrow

October 22, 2020 3:00PM ET - 4:30PM ET ET

Directed Trusts: The Veg-O-Matic™ of Estate Planning

Gary L. Flotron

October 16, 2020 3:00PM ET 4:30PM ET ET

Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

Bob Keebler Jonathan Blattmachr

October 16, 2020 1:00PM ET - 2:30PM ET ET

Income Taxation of IDGT Sales and Promissory Notes During Life and After Death

Bob Keebler

October 15, 2020 1:00 PM ET - 2:30 PM ET

MANAGING CAPITAL GAINS IN 2020 AND BEYOND

Alan Gassman Brandon Ketron Kevin Cameron

October 9, 2020 11:00AM ET - 12:30PM ET ET

Critical Planning with PPP Borrower Entities after Notice 5000-20057: Important Tax, Estate and Transactional Planning Issues

Steve Siegel

October 9, 2020 1:00PM ET - 2:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 2

Mark Merric

October 9, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Three-Part International Estate Planning Series

Colleen Flynn Alan Gassman

October 8, 2020 3:00PM ET - 4:30PM ET ET

Pitfalls for Employers to Avoid when Reopening or Returning Workers to the Office During COVID-19

Steve Siegel

October 2, 2020 3:00PM ET - 4:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 1

Ed Morrow Jonathan Blattmachr Martin Shenkman,

September 30, 2020 1:00PM ET - 2:30PM ET ET

Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts after Kaestner and Fielding

Steve Gorin Steve Trytten

September 25, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language

Richard Nenno

September 24, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

Paul Hood

September 24, 2020 1:00PM ET - 2:30PM ET ET

Beware Indirect Gifts! Is YOUR Planning Creating Them?

Steve Gorin and Katie Lynagh

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

Yearend Use of Exemption – Beware Reserved Attack on Clawback

Steve Gorin and Katie Lynagh

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

Yearend Use of Exemption – Beware Reserved Attack on Clawback

Richard Nenno

September 17, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

Paul Hood

September 11, 2020 1 PM 2:30PM ET ET

Critically Important NEW Buy-Sell Case: The Three Appraisal Sidestep-Walsh v. White House Post Productions, LLC

Mark Merric

September 11, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Three-Part International Estate Planning Series

Steve Gorin

September 10, 2020 1:00PM ET - 2:30PM ET ET

Basis Step-Up Strategies in Light of Portability and Tax Law Changes Registration Includes INSTANT DELIVERY of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” a 2500+ page PDF

Bob Keebler

September 10, 2020 3 PM - 4:30 PM ET ET

Income Tax, Estate Planning and Estate Administration Techniques That Work Well in a Volatile Market & Low Interest Rate Environment - An Important UPDATE

Brandon Ketron Kevin Cameron

September 4, 2020 3:00PM ET - 4:00PM ET ET

PPP Update: SBA Releases August 24th IFRs That Place Limitations on Payments to Related Parties

Bob Keebler

September 3, 2020 3:30PM ET - 5:00 PM ET ET

Charity and the Tax Code, Updated for the Secure Act

Jonathan Blattmachr Martin Shenkman and Bob Keebler

August 28, 2020 3:00PM ET - 4:30PM ET ET

Dynasty Trusts, SLATs and SLANTs, Basis and other Estate Planning Before End of 2020

Steven Siegel

August 27, 2020 3:00PM ET - 4:30PM ET ET

Domicile Planning: Shopping and Changing – Is It Time to Get Out of Dodge?

Paul Hood Ed Morrow

August 27, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3

Steven Siegel

August 21, 2020 3:00PM ET - 4:30PM ET ET

The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Crucial Planning Decisions for the 99%

Larry Katzenstein

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

Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!

Jerry Hesch Martin Shenkman Alan Gassman

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

Free LISI Webinar: The Biden 2-Step PLUS Martin Shenkman's Review of Topics and Planning Opportunities from the 46th Notre Dame Tax and Estate Planning Institute

Alan Gassman Brandon Ketron Kevin Cameron

August 13, 2020 3:00PM ET - 4:30PM ET ET

PPP and EIDL UPDATE: August 4TH FAQ'S, NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

Paul Hood Ed Morrow

August 13, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 2

Paul Hood Ed Morrow

August 6, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 1

Alan Gassman Brandon Ketron Kevin Cameron

August 6, 2020 3:00PM ET - 4:30PM ET ET

PPP and EIDL UPDATE: August 4TH FAQ'S, NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

Jonathan Blattmachr Martin Shenkman Teresa Bush

July 31, 2020 1:00PM ET - 2:30PM ET ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now

Paul Hood

July 30, 2020 1:00PM ET - 2:30PM ET ET

Panacea or Potential Problem: An Exploration of T-CLATs.

Bob Keebler

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

Best of The Best: The Very Best Tax Planning Ideas in 2020

Natalie Choate Denise Appleby

July 24, 2020 2:00PM ET - 3:30 PM ET ET

Natalie Choate & Denise Appleby on Notices 2020-50 and -51: New Guidance Expands Eligibility for CARES Act Non-RMD Rollovers and Coronavirus-Related Distributions: Clients Must Take Action by August 31, 2020, To Avoid Unnecessary Taxes!

Bob Keebler

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

Year-End Planning in 2020: Including Planning for a Potential Biden Administration

Alan Gassman Brandon Ketron Kevin Cameron

July 21, 2020 3:00PM ET - 4:00PM ET ET

Free PPP Spreadsheet Training: Great for CPAs and Staff!

Alan Gassman Brandon Ketron Kevin Cameron

July 20, 2020 3:00PM ET - 4:00PM ET ET

Free PPP Spreadsheet Training: Great for CPAs and Staff!

Paul Hood

July 16, 2020 1:00PM ET - 2:30PM ET

Health Care Powers of Attorney, Advance Directives, Living Wills, POLST and HIPAA Authorization Analysis. It’s That Time…How’s YOUR Bedside Manner?

Bob Keebler

July 10, 2020 11:00AM ET - 12:30PM ET ET

The Mathematics of Portability: Taking Advantage of the Increased Exemptions to Ensure Optimum Planning for High Net Worth Clients.

Steve Oshins

July 10, 2020 3:00 PM ET - 4:30 PM ET

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

Alan Gassman Brandon Ketron Kevin Cameron

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

PPP Loan Update - SBA New June 22 Interim Final Rules Pave the Way to Mid Period Forgiveness and More-- Time to Apply for Forgiveness!

Alan Gassman Brandon Ketron Kevin Cameron

July 2, 2020 3:00PM ET - 4:30PM ET ET

PPP Loan Update - SBA New June 22 Interim Final Rules Pave the Way to Mid Period Forgiveness and More-- Time to Apply for Forgiveness!

Alan Gassman Christopher Denicolo and Brandon Ketron

June 26, 2020 3:00PM ET - 4:30PM ET ET

IRA AND RETIREMENT PLANNING UNDER THE CARES ACT, INCLUDING IRS NOTICE 2020-50 AND WHAT YOU NEED TO KNOW FOR SMALL BUSINESS PLANNING

Paul Hood Chris Mercer

June 25, 2020 1:00PM ET - 2:30PM ET ET

Valuable Conversations Attorneys and Business Appraisers Must Have: Buy-Sell Agreements, Appraisal Review, Gift & Estate Taxes, Litigation & More

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

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

Alan Gassman Brandon Ketron Kevin Cameron

June 19, 2020 1:00PM ET - 2:30PM ET ET

Essential PPP and EIDL Loan Update - What’s Happened Since June 5th, Including Coverage of Recently Released Interim Final Rules, New PPP EZ Forgiveness Application and Instructions Published June 16th, June 17th Guidance for Independent Contractors and Answers to the Hardest Questions 　

Paul Hood

June 18, 2020 4:00PM ET - 5:30PM ET ET

Charitable Planning in 2020-Including the Charitable LLC!

Lawrence J. Rybka Chris Bottaro Michael Michlitsch

June 18, 2020 2:00PM ET - 3:30 PM ET ET

ALTERNATE ROUTES FOR ISSUING AND SERVICING LIFE INSURANCE POLICIES: How to use an insurance GPS for “rerouting” underwriting requirements, product limits and service issues in a COVID-19 restricted business environment

Denise Appleby

June 12, 2020 1:00 PM - 2:30 PM ET ET

Appleby’s Top 10 Factors for Choosing Between a SEP IRA and a SIMPLE IRA

Jason Early

June 12, 2020 3:00 - 3:30 PM ET ET

Permanent Life Insurance During Times of Uncertainty

Bob Keebler

June 11, 2020 3:00PM ET - 4:30PM ET ET

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update

Bob Keebler

June 10, 2020 3:00PM ET - 4:30PM ET ET

ESTATE AND WEALTH TRANSFER PLANNING FOR IRAs AFTER THE SECURE ACT – THE BEST IDEAS SO FAR

Steven L. Kriz, Esq. Melisa Seyhun, Esq., and Martin M. Shenkman, Esq.

June 5, 2020 3:00PM ET 4:30PM ET ET

LGBTQ: Estate, Financial and Legal Planning and Drafting

Denise Appleby

June 4, 2020 1:00 PM - 2:30 PM ET ET

Appleby’s Guide to Avoiding the Top 10 IRA Distribution Mistakes

Alan Gassman and Brandon Ketron

June 4, 2020 5:00PM ET - 6:00 PM ET ET

BREAKING NEWS: PPP Rules and Strategies Under the New House and Senate PPP Reform Bill: What We Will Have As a Result of the New Legislation.

Kevin Cameron and John Beck

June 3, 2020 5:00PM ET - 6:00 PM ET ET

An Independent Contractor and Sole Proprietor’s Guide to EIDL and PPP Loans, and More!

Alan Gassman Brandon Ketron Kevin Cameron

June 3, 2020 1:00PM ET - 3:00PM ET ET

Get Your PHD in PPP, Including an Important Update on What Congress is Doing

Paul Hood

May 28, 2020 1:00PM ET - 2:00PM ET ET

The Magic Carpet of Estate Planning: Cutting Edge Planning and Drafting with Powers of Appointment

Martin Shenkman Jonathan Blattmachr and Mitchel Gans

May 28, 2020 3:00PM ET - 4:30PM ET ET

Electronic and Remote Signing During the Pandemic and the Slow Return to the “New Normal” : Practical Analysis and Suggestions

Alan Gassman and Brandon Ketron and Kevin Cameron

May 26, 2020 11:30 AM - 1:00 PM ET ET

MAXIMIZING PPP LOAN FORGIVENESS AFTER THE NEW SBA INTERIM FINAL RULES ISSUED MAY 22ND - TIPS, TRICKS AND STRATEGIES FOR CPAS, LAW FIRMS AND OTHER ADVISORS TO SURVIVE AND THRIVE DURING THIS CRISIS. INCLUDES 30 MINUTES OF QUESTIONS AND ANSWERS.

Bob Keebler and Martin Shenkman

May 26, 2020 4:00PM - 5:30PM ET ET

SBA ISSUES TWO SETS OF NEW REGULATIONS AND CONGRESS INTRODUCES BIPARTISAN PPP IMPROVEMENT BILL

Alan Gassman and Brandon Ketron and Kevin Cameron

May 21, 2020 1:00PM ET - 2:30PM ET ET

Kevin Cameron CPA's PPP Spreadsheet With Repayment Calculation and Document Tracker System

Alan Gassman Christopher Denicolo and John Beck

May 21, 2020 3:00PM ET - 4:30PM ET ET

Planning for IRAs and Retirement Plans After the SECURE Act and the CARES Act - How the Landscape Has Changed

Alan Gassman and Brandon Ketron

May 21, 2020 5:00PM ET - 6:30PM ET ET

Medical Practice and Medical Business and Practice Relief Applications, PPP Loans and Other Planning During the COVID-19 Crisis

Denise Appleby

May 20, 2020 5:00 PM 6:30 PM ET ET

Appleby’s Guide to Avoiding Tax Traps for Beneficiary Distributions from IRAs and Employer-Sponsored Retirement Plans, Including the Impact of the SECURE Act's Changes

Alan Gassman and Brandon Ketron

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

PPP Loan Forgiveness Under the Newly Released PPP “Loan Forgiveness Application” Provides Great News for Borrowers & Many Questions: What We Know Now & How to Prepare

Bob Keebler Martin Shenkman

May 18, 2020 5:00PM ET - 6:30 PM ET ET

PPP Loan Forgiveness: Understanding, Applying and Planning for the Just Released Form and Instructions

Paul Hood and Emily Bouchard

May 15, 2020 3:00PM ET - 4:30PM ET ET

Pre-Nups: An Alternative View

Steve Oshins

May 15, 2020 1:00 PM EDT - 2:30 PM ET

The Inheritor’s Trust: The State Income Tax Savings Angle in a Kaestner and $10,000 SALT Deduction World

Alan Gassman and Brandon Ketron

May 15, 2020 3:00PM ET - 4:00PM ET ET

PPP LOAN FORGIVENESS, PERMITTED USE AND REPAYMENT RULES: WHAT TO DO AFTER YOU GOT WHAT YOU ASKED FOR , INCLUDING THE LATEST PPP LOAN RULE DEVELOPMENTS AND STRATEGIES

Bob Keebler

May 14, 2020 3:00PM ET - 4:00PM ET ET

IRS Issues Informal CARES Guidance on IRAs and Qualified Plan – NEW FAQs

Alan Gassman and Business Coach David Finkel

May 14, 2020 12:00PM ET - 2:00PM ET ET

Survive and Thrive Parts 1 & 2: Creative and Effective Tools and Strategies for Running Your Professional Practice in the Face of a Pandemic, for All Team Members
- Two 60 minute back to back sessions

Bob Keebler and Jere Doyle

May 14, 2020 5:00PM ET - 6:30PM ET ET

JUST ISSUED PROPOSED REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS

Steve Gorin

May 8, 2020 3:00PM ET - 4:30PM ET ET

Mastering the Rules for Deducting Business Losses in a Post-Covid World: Overview of Income Tax Limitations

Mike DiMayo

May 7, 2020 1:00PM ET - 2:30PM ET ET

How To Use 831(a) Captives To Protect Against the Loss of an Uninsurable Business Owner or Key Employee

Alan Gassman and Brandon Ketron

May 7, 2020 3:00PM ET - 4:30PM ET ET

What is Necessary, What is New? A Discussion of the SBA FAQ #31 and Other Hot Topics for PPP Loans, Including Repayment and Forgiveness Rules

Bob Keebler Martin Shenkman Alan Gassman

May 5, 2020 2:00PM ET - 3:30PM ET ET

Protecting Clients (and your firm) from Civil and Criminal Penalties in a “Necessary” Challenge Under the PPP Loan Program – What to do NOW!

Bob Keebler

May 1, 2020 3:00PM ET - 4:30PM ET ET

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

Denise Appleby

May 1, 2020 12:00 PM - 1:00 PM ET ET

Appleby’s Top 20 Roth Rules to Tax Free Retirement Income Through Roth Accounts

Bob Keebler

April 30, 2020 3:00 PM 4:30PM ET ET

The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS AND PERSPECTIVE

Alan Gassman

April 30, 2020 1:00PM ET - 2:00PM ET ET

Planning in the Heart or Wake of Corona Virus for Wealthy Families - Turning Lemons into Lemonade or Gold An Exclusive Webinar for Advisors Who Care

Bob Keebler

April 28, 2020 3:00 PM 4:30PM ET ET

Tactical and Strategic Roth Conversions in 2020

Alan Gassman and Brandon Ketron

April 27, 2020 1:00PM ET - 2:30PM ET ET

What to Do After the Paycheck Protection Program & Health Care Enhancement Act: PPP and EIDL Loans for Small Businesses, Independent Contractors, Sole Proprietors and Others and Special Loan and Relief Opportunities for Medical Practitioners

Alan Gassman and Brandon Ketron

April 27, 2020 5:00 PM - 6:30 PM ET ET

What to Do After the Paycheck Protection Program & Health Care Enhancement Act: PPP and EIDL Loans for Small Businesses, Independent Contractors, Sole Proprietors and Others and Special Loan and Relief Opportunities for Medical Practitioners

Bob Keebler and Martin Shenkman

April 24, 2020 5:00 ET - 6:00 PM ET ET

SBA Issues CRITICAL FRAUD WARNING to PPP borrowers. : Protecting Your Clients Against Question 31 of the PPP FAQs: “Go directly to jail, do not pass Go, do not collect $200”

Alan Gassman and Martin Shenkman

April 24, 2020 1:00 PM EDT - 2:30 PM ET ET

Asset Protection for Physicians and their Practices: The Doctor is In---But Where is the Tax and Estate Planning?

Bob Keebler

April 24, 2020 11:00AM ET - 12:30PM ET ET

Tactical and Strategic Roth Conversions in 2020

Alan Gassman and Mike Markham

April 24, 2020 3:00PM ET - 4:30 PM ET ET

Cash Flow Crisis? What To Tell Your Clients Right Now About Asset Protection and Bankruptcy

Alan Gassman and Brandon Ketron

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

Medical Practice and Physician Planning Now-- Covid-19 Loan and Grant and 6.19% of 2019 Medicare Payment Rules, Planning Strategies and Traps for the Unwary

Paul Hood

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

Turbocharge Your Trust Forms: Non-Traditional Cutting Edge Trust Design Strategies To Improve And Protect Inheritors

Alan Gassman and Brandon Ketron

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

PPP and EIDL Loans for Independent Contractors, Sole Proprietors and Others: Time to Apply After You Understand How They Work, and What to Do for Medical Practitioners

Bob Keebler

April 22, 2020 1:00 PM - 2:00PM ET ET

Just Released New SBA Regulations for Self-Employed Individuals and Commentary on PPP bill passed by the U.S. Senate.

Bob Keebler and Steve Oshins

April 22, 2020 3:00PM - 4:30PM ET ET

Estate Planning Techniques in a Time of Low Interest Rates: How To Help Clients Take Advantage of this PERFECT STORM

Alan Gassman Brandon Ketron and John Beck

April 17, 2020 3:00PM ET 4:30PM ET ET

CARES Act and Related Planning for Landlords, Developers and Real Estate Investors- What You Must Know Now, and Also Later!

Denise Appleby

April 17, 2020 1:00PM ET - 2:30PM ET ET

Appleby's COVID-19 IRA & Plan Provisions Contributions, Distributions, and Loans. Including the CARES Act!

Larry Rybka

April 16, 2020 3:00PM ET 4:30PM ET ET

Challenges and Opportunities for Life Insurance in a Changing Economic Environment: Impact on Life Insurance Companies, Products and Underwriting

Alan Gassman and Brandon Ketron

April 16, 2020 3:00PM ET - 4:30PM ET ET

Covid-19 Loan Rules for Churches and Other Religious Organizations Under Recent SBA Regulations and Pronouncements: What Advisors and Board Members Need To Know Now

Alan Gassman and Brandon Ketron

April 15, 2020 1:00PM ET - 2:30 PM ET ET

THE TIME HAS COME FOR INDEPENDENT CONTRACTOR AND PROPRIETORSHIP PPP LOANS: LIVE IMMEDIATE COVERAGE OF THE NEW PPP LOAN REGULATIONS RELEASED 4 PM EST Tuesday

Bob Keebler

April 14, 2020 4:00PM ET - 6:00 PM ET ET

Just Released New SBA Regulations for Self-Employed Individuals PLUS: CARES World Update: Plus Bob Answers Questions:

Alan Gassman and Brandon Ketron

April 10, 2020 5:00PM ET - 6:30 PM ET ET

An Independent Contractor and Sole Proprietor's Guide to EIDL and PPP Loans, and More!

Bob Keebler

April 10, 2020 10:00AM ET - 12:00 PM ET ET

Bob Keebler on the Last Ten Days in the CARES World : An Additional LIVE UPDATE

Natalie Choate

April 9, 2020 1:00PM ET - 2:30PM ET ET

SECURE FAQs and CARES First Look

Larry Rybka

April 9, 2020 3:00PM ET 4:30PM ET ET

Life Insurance In The Client’s Best Interests: Best Practices in Turbulent Times

Alan Gassman, Christopher Denicolo and John Beck

April 8, 2020 3:00PM ET 4:30PM ET ET

Is a Family Office the Right Fit For Your Client: When, Where, How and Why?

Bob Keebler

April 8, 2020 5:00PM ET - 7:00 PM ET ET

Bob Keebler on the Last Ten Days in the CARES World

Alan Gassman and Brandon Ketron

April 5, 2020 1:00PM ET - 2:30PM ET ET

Completing and Submitting Your Client's Cares Act EIDL and PPP Loans Under the New Regulations and Pronouncements: A Line by Line Guide to the Application Process

Bob Keebler and Martin Shenkman

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

Using the Payroll Protection Program of the CARES Act

Alan Gassman Brandon Ketron and John Beck

April 3, 2020 1:00PM ET - 2:30PM ET ET

The CARES ACT and More: What To Know and What to Do for Individuals, Businesses and Others

Alan Gassman Colleen Flynn Ian MacLean

April 2, 2020 1:00PM ET - 2:30PM ET ET

Alert and Update on Paid Leave Benefits for the Coronavirus :What Advisors and Business Owners Need to Know After the March 24th Department of Labor Clarification and What Medical Insurance Carriers are Doing

Paul Hood

April 2, 2020 2:30 PM - 4 PM ET ET

Crafting and Drafting CRT’s with Wealth Replacement and Avoiding Liability

Alan Gassman

April 1, 2020 1:00PM ET - 2:30PM ET ET

Creditor Protection and Bankruptcy Laws for Insolvent Businesses and Professional Practices: What Planners Need to Know Right Now! Strategies, Laws to Know and Traps for the Unwary

Bob Keebler

March 27, 2020 5:00 PM - 6:30 PM ET ET

Stimulus and Tax Bill (CARES) Creates Immediate Planning Opportunities: What Advisors Must Know Now to Help Clients Protect/Save their Business.

Jonathan Blattmachr Martin Shenkman and Paul Gentile

March 27, 2020 11:00AM ET - 12:30PM ET ET

FREE Coronavirus: How I’m Managing My Practice and Helping My Clients through Difficult Times

Jonathan Blattmachr and Martin Shenkman

March 27, 2020 3:00PM ET - 4:30 PM ET ET

Estate Planning Ideas We Discuss with Our Clients in this Difficult Time

Vince Lackner

March 26, 2020 11:00 AM - 12:30 PM ET ET

Understanding Form 8995: From the Ridiculously Complicated to the Ridiculously Simple

Alan Gassman and Brandon Ketron

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

Income Tax and Other Planning Tools to Consider in Light of Recent Events

Paul Hood

March 26, 2020 3:00 PM - 4:30 PM ET ET

The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?

Alan Gassman and Brandon Ketron

March 25, 2020 11:00AM - 12:00PM ET ET

Income, Estate, Employment and Medicare Tax Planning in Light of the Corona Virus Crisis

Bob Keebler

March 25, 2020 3:00PM - 4:30PM ET ET

Stimulus and Tax Bill (CARES) Will Create Immediate Planning Opportunities: What Advisors Must Know

Alan Gassman and Colleen Flynn

March 25, 2020 1:00 PM - 1:30 PM EDT ET

FREE: Webinar: Paid Leave Benefits for the Corona-Virus: What Advisors and Business Owners Need to Know

Alan Gassman and Lester Perling

March 24, 2020 1:00PM - 2:20PM ET ET

Medical Practice Challenges and Planning In View of the Corona Virus

Alan Gassman and Colleen Flynn

March 20, 2020 6:00 PM E- 7:00 PM EDT ET

FREE Webinar: Paid Leave Benefits for the Corona-Virus: What Advisors and Business Owners Need to Know - LIVE

Paul Hood

March 19, 2020 1:00PM - 2:30PM ET ET

Property Powers of Attorney: Are You Aiding and Abetting Legalized Theft?

Steve Oshins

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

The Top 12 Asset Protection Strategies to Protect Your Clients in 2020

Denise Appleby

March 13, 2020 1:00 PM - 2:00 PM ET ET

Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties

Bob Keebler

March 6, 2020 3 PM - 4:30 PM ET ET

Income Tax, Estate Planning and Estate Administration Techniques That Work Well in a Volatile Market & Low Interest Rate Environment

Denise Appleby

March 6, 2020 1:00 PM - 2:30 PM ET ET

Key IRA changes made by the SECURE Act

Steve Gorin

February 28, 2020 11:00 AM - 12:00 PM ET ET

Drafting Under the SECURE Act

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

Alan Gassman, Christopher Denicolo

February 27, 2020 3:00 PM EDT - 4:00 PM ET ET

Flexible Planning Under the SECURE Act - Using Disclaimers, Toggling and Other Mechanisms to Provide Flexibility and Keeping Options Open

Bob Keebler

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

199A Planning for Trust & Estate Attorneys

Jay Adkisson

February 21, 2020 1:00 PM EDT - 2:00 PM ET

Significant 2019 Developments Affecting Asset Protection Planning

Lawrence Rybka

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

Retirement Castles in the Clouds: Real Risks of IUL Premium Financing

James P. Weller, JD, LL.M

February 20, 2020 1:00 PM EDT - 2:30 PM EDT ET

The Final Qualified Opportunity Zone Regulations: Where are we now?

Natalie Choate

February 14, 2020 11:00 AM ET - 12:30 PM ET

ESTATE PLANNING AND DRAFTING FOR RETIREMENT BENEFITS AFTER SECURE

Alan Gassman and Kenneth J. Crotty

February 14, 2020 3:00 PM EDT - 4:30 PM EDT ET

Estate Tax Planning with Family Entities After Powell and Strangi:20/20 Vision after Heckerling 2020 w/Sample language and clauses

Steve Oshins

February 14, 2020 1:00 PM EDT - 2:30 PM ET

2020 NING Trust Update: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions

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

Alan Gassman, Jonathan Blattmachr and Sean Healy

February 13, 2020 3:00 PM EDT 4:30 PM ET ET

NFA Gun Trusts: Keeping Safe At The Range And In The Estate Plan

Jonathan Blattmachr, Marty Shenkman

February 7, 2020 1:00 PM EDT - 2:30 PM EDT ET

Heckerling Institute Wrap Up with Jonathan Blattmachr & Marty Shenkman

Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

Paul Hood

February 6, 2020 1:00 PM EDT 2:30 PM ET

Anatomy of a Business Valuation Report - Next Episode of Out of the Hood

Alan Gassman, Christopher Denicolo, Brandon Ketron & John Beck

February 6, 2020 3:00 PM EDT - 4:00 PM ET ET

IRAs and Pension Accounts After the SECURE Act with Charitable and Creditor Protection Planning

Bob Keebler and Christopher Hoyt

February 5, 2020 3:00 PM ET - 4:30 PM ET

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

Bob Keebler

January 31, 2020 3:00 PM ET - 4:30 PM ET

Strategic & Tactical Roth Conversions after the SECURE Act

Mike Jones

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

Significant 2019 Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

Bob Keebler, Jonathan Blattmachr, Marty Shenkman

January 24, 2020 3:00 PM EDT - 4:30 PM EDT ET

SECURE Act: More Thoughts and Planning Ideas

Alan Gassman, Christopher Denicolo and Brandon Ketron

January 24, 2020 1:00 PM EDT - 2:30 PM ET ET

CREATIVE AND INNOVATIVE PLANNING IN THE WAKE OF THE SECURE ACT

Steve Oshins

January 23, 2020 1:00 PM EDT - 2:30 PM ET

The Top 12 Asset Protection Strategies to Protect Your Clients in 2020

Paul Hood

January 23, 2020 3:00 PM EDT 4:00 PM ET

Significant 2019 Developments Affecting Business Planning

Alan Gassman and Brandon Ketron and Christopher J. Denicolo

January 16, 2020 3:00 PM EDT - 4:00 PM EDT ET

THE TEAPOT TRUST SYSTEM AND OTHER STRATEGIES FOR STRETCH IRA’S UNDER THE SECURE ACT

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

Scott Gabehart

January 10, 2020 3:00 PM EDT - 4:25 PM ET

Business Valuation: Overview of the Business Valuation Process or “The Big Picture”

Alan Gassman and Brandon Ketron

January 9, 2020 1:00 PM EDT - 2:30 PM EDT ET

Practical Estate and Trust Planning After the Secure Act - Including Sample Provisions, Checklists and Client Explanation Letters

Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

Bob Keebler

January 8, 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”

Alan Gassman and John Beck

January 3, 2020 1:00 PM EDT - 2:30 PM ET

FINAL Regs Issued 12/19 Economic Opportunity Zones: Certainty and Further Questions Resulting from Final Regulations

Bob Keebler

January 2, 2020 3:00 PM EDT - 4:30 PM ET

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

Steve Oshins

December 20, 2019 12:00 PM EDT - 1:30 PM ET

The Restricted Entity GRAT: How a GRAT Works and Why to Fund it with a Restricted LLC/LP Interest

Bob Keebler and Michael Geeraerts

December 19, 2019 1:00 PM EDT - 2:30 PM ET

Insurance Applications and Sales Opportunities
Understanding the Business Market and Sales Opportunities for Financial Planners and Insurance Agents – Episode Three of A Three Part Series

3 Part Series for the Price of 2

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!

Michael Fontanini and Jay Judas

December 13, 2019 3:00 PM ET - 4:15 PM ET

Flexible Trust-Funding Strategies Providing Indirect Future Access

Bob Keebler and Michael Geeraerts

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

If You Don’t Understand the New and Very Broad Life Insurance Transfer for Value Rules, You and Your Clients Could Be In Store for Some Serious Pain

Paul Hood

December 6, 2019 3:00 PM EDT 4:30 PM ET

Modern Basis Planning: Dude, Where’s My Basis?

Bob Keebler and Michael Geeraerts

December 6, 2019 1:00 PM EDT - 2:30 PM ET ET

Tax Differences Between Entities
Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 2 of A 3 Part Series
3 Part Series for the Price of 2

Bob Keebler and Michael Geeraerts

December 5, 2019 1:00 PM EDT - 2:30 PM ET ET

Legal Structure and Issues : Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 1 of A 3 Part Series
3 Part Series for the Price of 2

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

Bob Keebler

November 27, 2019 1:00 PM EDT - 2:00 PM ET

Final “Clawback” Regulations Just Issued by the Treasury: What Every Advisor Needs to Know About this Important Development

Alan Gassman

November 22, 2019 3:00 PM EDT 4:30 PM ET ET

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!

Alan Gassman and John Beck

November 21, 2019 1:00 PM EDT - 2:30 PM EDT ET

Economic Opportunity Zone Strategies For Your Clients: A Powerful Tool For Private & Small Business Investments

Alan Gassman and Kenneth J. Crotty and Christopher J. Denicolo

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

Dynamic Planning with Irrevocable Trusts After TRA 2017

Alan Gassman and Christopher J. Denicolo

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

Estate and Trust Planning with S Corporations After TRA 2017 - And Recent Developments

Bob Keebler

November 15, 2019 3:00 PM EDT - 4:00 PM EDT ET

IRS Issues New Life Expectancy Rules for IRAs including Complex Post-Mortem Transitional Provisions every Planner Must Know :122 Pages

Steve Oshins

November 15, 2019 12:00 PM EDT - 1:30 PM ET

The Private Decanting: A Do-Over Trust While Maintaining Privacy From Your Family

Ed Morrow and Paul Hood

November 14, 2019 3:00 PM EDT - 4:30 PM EDT ET

Early Termination of Trusts: Panacea or Professional Negligence?

Alan Gassman and John Beck and Leslie Share

November 13, 2019 3:00 PM EDT - 4:00 PM EDT ET

Non-Charitable Private Foundations: A Hybrid Entity That Can Provide Effective Asset Protection, Flexibility and Cost Savings

Alan Gassman and Brandon Ketron

November 8, 2019 3:00 PM EDT - 4:30 PM EDT ET

Creative Trust Planning to Save Taxes Under Section 199A And Otherwise

Joe Elsasser

November 7, 2019 3:00 PM 4:00 PM EDT ET

10 Weird Social Security Rules/Practices

Steve Gorin

November 6, 2019 3:00 PM EDT - 4:30 PM ET

Final Regs Released 10/25: Major Changes to Transfer for Value Rule! - TD 9879

Bob Keebler

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

Proactive 2019 Year End Planning

Alan Gassman and John Beck

November 1, 2019 3:00 PM EDT - 4:00 PM EDT ET

Dynamic Charitable Planning for Estate and Tax Professionals after TRA 2017 - With Recent Developments

Alan Gassman and William Prescott

October 31, 2019 1:00 PM EDT 2:30 PM ET ET

Dentists Are Different

Steve Gorin

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

Steve Gorin’s "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

Bob Keebler and Michael Geeraerts

October 25, 2019 1:00 PM EDT - 2:30 PM ET ET

Life Insurance and S Corporations: Know the Rules

Steven M. Hogan

October 24, 2019 3:00 PM EDT - 4:00 PM EDT ET

Life After Wayfair: Multi-State Tax Problems for Everyone

Paul Hood

October 17, 2019 3:00 PM EDT 4:30 PM ET

Swap Power Clause Analysis. Out of the Hood: Analysis with an Attitude: Episode 2

Steve Oshins

October 11, 2019 12:00 PM EDT - 1:30 PM ET

The Trump-Era Dynasty Trust: Dynasty Trusts During and After President Trump's Presidency

Jay Adkisson and David Neufeld

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

Captive Insurance And The IRS Settlement Initiative In Perspective - IR-2019-157: Gift Season Came Early this Year for Taxpayers with Abusive Captive Insurance Arrangements

Bob Keebler and Michael Geeraerts

October 4, 2019 1:00 PM EDT - 2:30 PM ET ET

Life Insurance Planning Techniques That Work Well in a Low Interest Rate Environment

Alan Gassman and Ken Crotty

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

Estate Tax Planning with Family Entities After Powell and Strangi

Bob Keebler

October 3, 2019 1:00 PM EDT - 2:30 PM EDT ET

IRC § 199A for Real Estate

Steve Oshins

September 27, 2019 12:00 PM EDT - 1:30 PM ET

The Dual Hybrid DAPT: More Flexibility when Both Spouses Want Protection from Creditors

Steve Gorin

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

Steve Gorin’s "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)

Steve Gorin & Curtis Kimball & Scott Miller

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

Understanding "Tax-Affecting" and Other Critical Valuation Issues Impacting Pass-Through Entities after Estate of Aaron Jones v Commissioner

Michael Geeraerts

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

ILIT Trustees Have More Responsibility Than They Realize: How Trustees & Their Advisors Can Avoid Liability

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

Srikumar Rao, PhD, and Alan Gassman, JD, LLM

September 13, 2019 1:00 PM EDT 2:30 PM ET ET

Successfully Handling Ethical and Professional Challenges for Estate Planners and Tax Professionals: Lead the Field With Passion, Enjoyment and Meaning for Yourself, Your Team and Your Clients

Paul Hood

September 13, 2019 3:00 PM EDT 4:30 PM ET

Out of the Hood: Analysis with an Attitude

Bob Keebler

September 12, 2019 3:00 PM EDT - 4:30 PM EDT ET

Are You Utilizing the GST Rules to Maximum Advantage for Your Clients?

Bob Keebler

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

Basic Estate Administration for CPAs & FAs

Steve Oshins

September 6, 2019 3:00 PM EDT - 4:30 PM ET

The Inheritor’s Trust: The State Income Tax Savings Angle in a Kaestner and $10,000 SALT Deduction World

Alan Gassman, Brandon Ketron and John Beck

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

Understanding the Section 469 Passive Loss Rules: Traps For The Unwary & Important Related Planning Concepts Advisors Must Know About

Steve Gorin

August 29, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #2: Qualified Business Stock Compared to Other Exit Strategies

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

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

Alan Gassman, Brandon Ketron and John Beck

August 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

Planning for Medicare and Employment Taxes - Paying Both, One, or Neither: Little Known Planning Techniques and Traps for the Unwary.

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

Bob Keebler

August 16, 2019 3:00 PM EDT - 4:30 PM ET

The Efficacy and Application of 30 Common Trusts

Michael Carter

August 15, 2019 3:00 PM EDT - 4:00 PM ET

Michael Carter: How To Grow Your Firm’s Revenue Using Business Valuations - FREE REGISTRATION - Limited to the first 1000 registrants.

Steve Oshins

August 9, 2019 3:00 PM EDT - 4:30 PM ET

Estate Planning for Large Estates

Jerry Hesch

August 8, 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

Bob Keebler

August 2, 2019 3:00 PM EDT - 4:30 PM ET

The Nitty-Gritty Details of Income Tax Basis

Mike Jones

August 1, 2019 3:00 PM EDT - 4:30 PM ET ET

Significant Semiannual Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration & Retirement Planning Issues Estate Planners Need To Know About

Steve Gorin

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

Steve Gorin’s "Business Structuring Series" : Class #1: Choice of Entity after 2017 Tax Reform - Basics

Bob Keebler

July 12, 2019 3:00 PM EDT - 4:30 PM ET

IRAs to Charities and CRTs After the SECURE Act.

Bob Keebler

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

Life Insurance and the Secure Act – Strategies and Solutions

Bob Keebler

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

199A Lessons from Busy Season, Foundational Concepts - Beyond the Basics.

Steve Oshins and Bob Keebler

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

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

Steve Oshins

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

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

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

Bob Keebler and Michael Geeraerts

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

TOP INCOME TAX PLANNING OPPORTUNITIES For 2019

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.

Bob Keebler

June 14, 2019 3:00 PM EDT - 4:00 PM EDT ET

Tax Aspects of Decanting - A 2019 Update

Bob Keebler & Stephen J. Bigge

June 13, 2019 3:00 PM EDT - 4:30 PM EDT ET

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act

Bob Keebler

June 7, 2019 3:00 PM EDT - 4:30 PM EDT ET

The End is NEAR for Stretch IRA - How to SIMULATE the BENEFITS for your clients.

Bob Keebler and Michael Geeraerts

June 6, 2019 3:00 PM EDT - 4:30 PM ET ET

Estate Planning Opportunities For 2019

Bob Keebler, Jonathan Blattmachr, Marty Schenkman

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

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal - A Special Re-Broadast

Steve Oshins

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

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

Bob Keebler

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

A FIRST LOOK AT IRA LIFE EXPECTANCY PAYOUT CHANGES UNDER THE “SECURE BILL” AND THE BEST IDEAS SO FAR

Bob Keebler

May 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

New 2019 Mathematics of Estate Planning After the Tax Cuts and Jobs Act

Bob Keebler, Jonathan Blattmachr, Marty Schenkman

May 17, 2019 3:00 PM EDT - 4:00 PM EDT ET

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal

Paul Hood

May 16, 2019 3:00 PM EDT 4:30 PM EDT ET

Issues in Income Shifting-What’s Past is Prologue

Bob Keebler

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

Sales to Grantor Trusts

Barry D. Flagg

May 9, 2019 3:00 PM EDT - 4:30 PM EDT ET

New York Best Interest Rule for Life Insurance New Requirements for Producers & Ethical Considerations for Other Estate Planners

James P. Weller, JD, LL.M

May 3, 2019 1:00 PM EDT - 2:30 PM EDT ET

New Second Set of Proposed Regulations Sheds Needed Light on Qualified Opportunity Funds

Bob Keebler

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

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

Alan Gassman

May 2, 2019 3:00 PM EDT 4:00 PM ET ET

Avoiding Estate and Trust Litigation and Disputes

Bob Keebler

May 1, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Case Studies with Newly Issued Tax Compliance Forms

Bob Keebler and Michael Geeraerts

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

Finding the 199A Sweet Spot - Revisited for Final Regulations

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

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

Alan Gassman,Christopher J. Denicolo,

April 5, 2019 3:00 PM - 4:30 PM ET ET

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

Alan Gassman,Christopher J. Denicolo,

April 4, 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

Bob Keebler & Peter Melcher

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

199A - CRITICAL TAX SEASON ISSUES PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

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!

Bob Keebler

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

How To Accurately Prepare the 709 Gift Tax Return

Steve Oshins

March 22, 2019 3:00 PM - 4:30 PM ET ET

2019 NING Trust Update: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions

Alan Gassman, , John Beck & Michael Lehmann

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

Donor Controlled Charitable Business Entities: How Charitable Business and Investment Taxpayers Can Donate Now and Manage and Control Entities During Their Lifetimes, aka What Paul Newman Didn't Know About Charitable Giving

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

Michael Geeraerts

March 15, 2019 3:00 PM - 4:30 PM ET ET

199A for Insurance Producers - Deduction Ramifications

Bob Keebler

March 8, 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

Paul Hood

March 7, 2019 3:00 PM EDT 4:30 PM EDT ET

Snap, Crackle, Swap: The Substitution Power in Grantor Trusts

Bob Keebler

March 1, 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

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)

Alan Gassman, Brandon Ketron

February 22, 2019 1:00 PM EDT 2:30 PM ET ET

199A Planning After the New and Now Modified February 4th Final Regulations: What We Can and Should Do Now That the Dust Has Settled

Steve Oshins

February 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

Lee Slavutin and Marty Shenkman

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

Life Insurance Planning After TCJA

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

Paul Hood

February 14, 2019 3:00 PM EDT 4:30 PM EDT ET

The A-B-(LL)Cs of Choice of Entity Selection: 2019 Edition

Steve Oshins

February 8, 2019 3:00 PM EDT - 4:30 PM EDT ET

Steve Oshins: 2019 Trust Decanting Update

Bob Keebler and Michael Geeraerts

February 7, 2019 3:00 PM EDT - 4:30 PM ET ET

Critical 199A Mathematics Updates: What Advisors Need To Know To Properly Advise Clients About the Small Business Deduction

Michael Geeraerts

February 1, 2019 3:00 PM EDT - 4:30 PM ET ET

The First 199A Tax Filing Season Is Coming: What Advisers Should Know

Alan Gassman, Marty Shenkman, Brandon Ketron

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

Planning Strategies Under the New Section 199A Final Regulations: Who, What, Where, When and Why

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!

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

Jay Adkisson

January 24, 2019 3:00 PM EDT - 4:00 PM EDT ET

831(b) Captive Insurance State of the Union with Jay Adkisson

Bruce Steiner

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

Roth Conversions: Everything the Sophisticated Advisor Needs to Know

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

Howard Zaritsky

January 11, 2019 3:00 PM ET - 4:30 PM ET ET

2018 -- A Year to Remember, Forget, Worry About? A Review of Income, Estate, Gift & GST Tax Developments from the Past 13 Months

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

Mike Jones

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

Significant Recent Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

Bob Keebler

December 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business

Bob Keebler

December 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

Choice of Entity Planning

Bob Keebler

December 14, 2018 3:00 PM EDT - 4:30 PM EDT ET

Proactive Year-End Tax Planning

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

James P. Weller, JD, LL.M

December 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

A Deep Dive into the Proposed Regulations for Qualified Opportunity Funds: What Surfaced and What Didn’t

Christopher Denicolo, Ed Morrow and Brandon Ketron

December 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

10 Biggest IRA-Trust Mistakes

Bob Keebler

December 6, 2018 1:00 PM EDT - 2:30 PM EDT ET

An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer

Paul Hood

December 6, 2018 3:00 PM EDT 4:30 PM EDT ET

Planning for the Surviving Spouse

Chuck Rubin

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

Florida Homestead Law Made Easy – Well, At Least Easier

Bob Keebler

November 30, 2018 1:00 PM EDT - 2:30 PM EDT ET

Do's and Don'ts of 199A Planning

Bob Keebler and Michael Geeraerts

November 29, 2018 1:00 PM EDT - 2:30 PM ET ET

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End

Paul Hood

November 29, 2018 3:00 PM EDT 4:30 PM EDT ET

Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge

Alan Gassman

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

Dynamic Planning Strategies for the Well Informed Advisor

Paul Hood

November 15, 2018 4:00 PM EDT - 5:30 PM ET ET

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses:

Bob Keebler

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

199A and Specified Service Businesses

Cynthia D.M. Brown

November 9, 2018 3:00 PM ET - 4:00 PM ET ET

EXPENSE PAYMENTS: WHAT SHOULD A TRUSTEE KNOW BEFORE THEY PAY? HOW SHOULD THE EXPENSES BE ALLOCATED?

Paul Hood

November 8, 2018 3:00 PM EDT 4:00 PM EDT ET

Do You Trust?-The Anatomy of a Trust:

Paul Hood

November 1, 2018 3:00 PM EDT 4:30 PM EDT ET

It’s Not Ozzie and Harriet: Estate Planning for Modern Families

Bob Keebler and Michael Geeraerts

October 31, 2018 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot

James P. Weller, JD, LL.M

October 26, 2018 3:00 PM EDT - 4:30 PM EDT ET

INVESTING IN QUALIFIED OPPORTUNITY FUNDS

Christopher Cahill & Timothy Borchers

October 25, 2018 11:30 AM EDT 1:00 PM EDT ET

Second Home Savvy

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

Steve Oshins

October 19, 2018 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Industry’s Biggest Problem now that there are Fewer Life Insurance Trusts: The Creditor Tsunami

Bob Keebler

October 18, 2018 2:00 PM EDT - 3:30 PM EDT ET

New 1041 Class

Andy DeMaio

October 12, 2018 3:00 PM EDT 4:00 PM ET ET

Practical Estate Planning for Digital Assets under RUFADAA

Paul Hood

October 11, 2018 3:00 PM EDT - 4:00 PM EDT ET

Your Forms Runneth Over: Selected Fine Points of General Drafting of Documents

Steve Oshins, Jay Adkisson

October 5, 2018 3:00 PM EDT - 4:00 PM EDT ET

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown

Mike DiMayo

October 4, 2018 3:00 PM EDT - 4:15 PM EDT ET

The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds

Eric Naison-Phillips

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

Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results

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

Steve Leimberg & Linas Sudzius:

September 26, 2018 3:00 PM EDT 4:00 PM ET ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 2: What Are the Beneficiary Best Practices Before, During and After Divorce?

Bob Keebler

September 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding New Section 199A & – A Post-Regulation Case Study Approach

Steve Leimberg & Linas Sudzius:

September 20, 2018 12:00PM EDT - 1:00 PM EDT ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 1: Who Gets the Life Insurance Money After a Divorce? CLICK HERE FOR PART 2 Wednesday 3PM ET 9/26

Alan Gassman

September 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

What Estate and Tax Planners Need to Know About Bankruptcy

Larry Brody & Steve Leimberg

September 14, 2018 3:00 PM EDT - 4:00 PM EDT ET

Transfer for Value – Transactional Analysis

Bob Keebler

September 14, 2018 12:00 PM EDT - 1:30 PM EDT ET

Roth Conversions after Tax Reform

Larry Brody & Steve Leimberg

September 13, 2018 3:00 PM EDT - 4:00 PM EDT ET

Transfer for Value – The Thorn on the Rose

Jonathan Gopman and Paul D'Alesandro

September 6, 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

Steve Oshins

August 31, 2018 3:00 PM EDT - 4:30 PM EDT ET

IRC Section 199A and 643(f) Proposed Treasury Regs: A Detailed Look at the Separate Trust Rules to Maximize the 20% Pass-Thru Business Deduction

Paul Hood

August 23, 2018 3:00 PM EDT - 4:00 PM ET ET

From the School of Hard Knocks: Thoughts About the Initial Client Interview

Alan Gassman, Marty Shenkman, Jonathan Blattmachr and Brandon Ketron

August 20, 2018 3:00 PM EDT 4:30 PM ET ET

199A Planning Under the Proposed Regulations: Choosing Planning Strategies to Position Clients for Optimum Tax Avoidance.

Bob Keebler

August 17, 2018 3:00 PM EDT - 4:30 PM EDT ET

What the Financial Professional Really Needs to Know About Tax Reform

Paul Hood

August 16, 2018 3:00 PM EDT - 4:00 PM EDT ET

Estate Planning for Qualified Retirement Plans and IRA’s

Bob Keebler

August 15, 2018 3:00 PM EDT - 4:30 PM EDT ET

Important Webinar Event: Bob Keebler Reviews the New 199A Regulations

Bob Keebler

August 10, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding and Completing Form 706

Steve Oshins

August 9, 2018 3:00 PM EDT - 4:00 PM EDT ET

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

Bob Keebler

August 2, 2018 3:00 PM EDT - 4:30 PM EDT ET

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks

Lee Slavutin & Bob Keebler

July 20, 2018 12:00 PM EDT - 1:30 PM EDT ET

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

James P. Weller, JD, LL.M

July 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Private Trust Company Solution

Paul Hood

July 13, 2018 3:00 PM EDT 4:30 PM EDT ET

Hermeneutics for Designing Estate Planning Tools & Techniques: A Method in the Madness of the Fine Art of Designing Estate Planning Tools and Techniques

Howard Zaritsky and Brent Berselli

July 12, 2018 3:00 PM ET - 4:30 PM ET ET

Planning with Intergenerational Split-Dollar After Cahill and Morrissette

Paul Hood

July 6, 2018 3:00 PM EDT 5:00 PM EDT ET

The Human Side of Estate Planning/Psychology of Estate Planning

Larry Brody

June 29, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 3 Split Dollar Webinar Series. ::Using Post-Final Regulation Loan Regime Arrangements

Alan Gassman

June 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection for Businesses and Their Owners

Bob Keebler

June 22, 2018 3:00 PM EDT - 4:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates

Bob Keebler

June 22, 2018 1:00 PM EDT - 2:30 PM EDT ET

199A Case Studies - A Refresher

Alan Gassman

June 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection Opportunities You May Not Know About

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

Paul Hood

June 14, 2018 3:00 PM EDT 4:30 PM EDT ET

Anatomy of an LLC Operating Agreement: What the Sophisticated Advisor Needs to Know

Larry Brody

June 13, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 2 Split Dollar Webinar Series. : Using Post-Final Regulation Economic Benefit Regime Split-Dollar Arrangements

Steve Oshins

June 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

Hybrid Domestic Asset Protection Trust: The Advanced Class

Bob Keebler

June 1, 2018 3:00 PM EDT - 4:30 PM EDT ET

2018 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases

Larry Brody

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

Part 1 of 3 Part SPLIT-DOLLAR WEBINAR SERIES:
THE SPLIT-DOLLAR “FIX IT” SHOP – WHAT TO DO WITH PRE-FINAL REGULATION SPLIT-DOLLAR ARRANGEMENTS

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

Cynthia D.M. Brown and Todd A. Flubacher

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

The Directed Trust Model

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

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

Bob Keebler

May 11, 2018 1:00 PM ET 2:30 PM ET ET

Class Three: 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

Paul Hood

May 11, 2018 3:00 PM EDT 4:00 PM EDT ET

Common Errors in Business Valuation Reports: What Advisors Need To Look For

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

Steve Oshins

May 9, 2018 3:00 PM EDT - 4:30 PM EDT ET

Class Two: 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 Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice

Steve Oshins and Bob Keebler

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

Advanced Section 199A with Trusts and Estates

Bob Keebler

May 3, 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

Bob Keebler

May 2, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding Section 199A - Creating a Solid Foundation

Cynthia D.M. Brown

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

Discretionary Distribution Standards: Balancing Duty and Need

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"

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

Bob Keebler

April 24, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Administration for IRAs

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

Jim Magner and Michael Geeraerts

April 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

Is Split-Dollar the Answer for College Coaches Looking to Sack the IRC 4960 Excise Tax?: What Advisors Need to Know about the New Penalty Tax to Better Counsel Clients

Martin Shenkman,Alan S. Gassman,Jonathan Blattmachr

April 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection Trusts after Toni 1 v. Wacker: Strategies, Concerns and Important Considerations for the Conscientious Advisor

Larry Brody

April 13, 2018 1:00 PM ET 2:00 PM ET ET

Part 2: Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client's Existing ILITs and Existing as well as New Split-Dollar Arrangements

Paul Hood

April 12, 2018 3:00 PM EDT 4:00 PM EDT ET

Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements

Larry Brody

April 11, 2018 3:00 PM EDT 4:00 PM EDT ET

Part 1:Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client's Existing Policies

Cynthia D.M. Brown, and Matthew L. Rosin,

April 6, 2018 3:00 PM EDT - 4:00 PM EDT ET

Grantor Trust Status: Things That Can Change a Trust's Status

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!

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

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

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

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

Jay Adkisson & David Slenn

March 21, 2018 ET

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

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

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!”

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

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

Larry Brody

March 9, 2018 3:00 PM EDT - 4:00 PM EDT ET

What Is the Fair Market Value of a Policy for Federal Tax Purposes and How Do We Determine It? - Click to Listen to Larry's description

Bob Keebler and Steve Oshins

March 8, 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

Bob Keebler

March 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

Taxation of Entities - A Refresher
(90 Minutes) - Click to Listen to Bob's description

Bob Keebler

March 2, 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

Bob Keebler

March 1, 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

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

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

Larry Brody

February 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Federal Income Tax Treatment of Life Insurance Policies - Click to Listen to Larry's description

Marty Shenkman and Alan Gassman

February 22, 2018 3:00 PM EDT - 4:00 PM EDT ET

199A Challenges and Strategies--A Deeper Dive - Click to Listen to Alan's description

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

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

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

Bob Keebler

February 15, 2018 3:00 PM EDT - 4:30 PM EDT - ET

199A Case Studies - Click to Listen to Bob's description

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

Barry D. Flagg

February 9, 2018 3:00 PM EDT - 4:00 PM EDT ET

6 Essential Ingredients to Life Insurance ADVICE - Click to Listen to Barry

Marty Shenkman

February 8, 2018 3:00 PM EDT - 4:30 PM EDT ET

Marty Shenkman's notes from the proceedings at the Heckerling Institute on Estate Planning

Jonathan Blattmachr, Martin Shenkman and Joy Matak

February 2, 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

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 1, 2018 3:00 PM EDT - 4:00 PM EDT ET

CREATIVE PLANNING WITH FLOW THROUGH ENTITIES, INCLUDING 199(A) NEW IDEAS

Bob Keebler

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

How To Accurately Prepare the 709 Gift Tax Return

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

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

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?

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

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

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

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

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 5, 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

Bob Keebler

January 4, 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

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

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

Jay Adkisson & David Slenn