Avatar

What the Financial Professional Really Needs to Know About Tax Reform



Watch Now!
Recording and Slides are Available Here


It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. The best way to do this is to join Bob Keebler, CPA/PFS, MST, AEP for his exclusive LISI webinar that explores what the financial professional needs to know about the Tax Cuts and Jobs Act. Bob's informative webinar will specifically cover:

  • The Complete Overhaul of Itemized Deductions
  • The New Rate Structure for Individuals
  • The New Child & Family Tax Credits
  • Re-thinking DrawnDown Strategies
  • Re-thinking Charitable Strategies
  • Roth Conversions Going Forward
  • College Planning Going Forward
  • Advanced Income Tax Planning Using Trusts
  • Massive Changes to Drafting, Planning and the Administration of Estates Including Doubling the Gift, Estate and GST Exemption
  • The New Rate for Corporations & Reviewing Old Traps
  • The Massive Change to the Taxation of Pass Thru Income 


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.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


Avatar Avatar

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

More Info
Avatar

Bob Keebler

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

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

More Info
Avatar

Paul Hood

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

Beware Indirect Gifts! Is YOUR Planning Creating Them?

More Info
Avatar

Richard Nenno

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

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

More Info
Avatar Avatar

Steve Gorin Steve Trytten

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

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

More Info
Avatar

Bob Keebler

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

Year-End Planning in 2020: Including Planning for a Potential Biden Administration - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Ed Morrow Jonathan Blattmachr Martin Shenkman,

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

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

More Info
Avatar

Bob Keebler

October 02, 2020 1 PM 2:30 pm ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar

Steve Siegel

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

Understanding S Corporations: From Cradle to Grave, Part 1

More Info
Avatar

Steve Siegel

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

Understanding S Corporations: From Cradle to Grave, Part 2

More Info
Avatar

Mark Merric

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

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

More Info
Avatar

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

More Info
Avatar

Mark Merric

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

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

More Info