
Mathematically Oriented Planning Techniques: How They are Quantified to Determine the Techniques Best Suited for a Particular Client
Watch Now! |
---|
As estate planners, we’re often called upon by our clients to demonstrate how sophisticated, mathematically oriented planning techniques can be appropriate, and how they can benefit clients and their families. For over 35 years, Bob Keebler has done financial modeling for his upscale clients using a variety of tools and calculators. In his exclusive LISI Webinar, Bob will review how he uses a number of planning tools, including:
1) Excel
2) Number Cruncher
3) 706 software for difficult/interrelated IRC §2013 computations
4) Vince Lackner's 6-in-1
5) Larry Katzenstein's Tiger Tables
6) A PU calculator
In his content-packed webinar, Bob will walk you through not only which tools he uses, but also how he uses them in each of the following subject matter areas:
* Estate and gift planning
* Charitable planning
* Roth conversion planning
* Income tax planning
As he reviews gift and estate tax planning techniques, Bob will demonstrate how he uses illustrates/demonstrates the following advanced planning concepts:
* Valuation adjustments
* Tax burn
* Shifting growth
* GSTT planning
* Bet-to-die strategies
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*. *plus applicable sales tax (if any)
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. *plus applicable sales tax (if any)
![]() |
![]() |
![]() |
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
More Info
![]() |
![]() |
![]() |
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!
More Info

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
More Info

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
More Info

Mike DiMayo
January 21, 2021 1:00PM ET - 2:30PM ET
Captive Insurance Companies in 2021 and Beyond: What 2020 Taught Us
More Info
![]() |
![]() |
Alan Gassman and Brandon Ketron
January 21, 2021 1:00PM ET - 2:30PM ET
What You Need to Know About the Employee Retention Credit, HHS Provider Relief Reporting Requirements and PPP and EIDL Questions
More Info

Steve Siegel
January 22, 2021 1:00PM ET - 2:30PM ET
Portability: An Estate Planning Game-Changer
More Info

Mark Merric
January 22, 2021 3:00PM ET - 4:30PM ET
Part 3: Mark Merric's Asset Protection Trilogy
More Info

Bobby Samuelson
January 28, 2021 3:00PM ET - 4:30PM ET ET
Making Sense of the Section 7702 Changes
More Info
![]() |
![]() |
![]() |