Avatar

Growing Your Firmís Revenue using the Non-Grantor Trust State Income Tax Chart



Watch Now!
Recording and Slides are Available Here


The estate tax exemption is now so high that very few of our clients need advanced estate tax planning.  This shifts the emphasis to planning to saving income taxes, especially given the new $10,000 State & Local Taxes deduction limitation.  Every July, Steve Oshins releases his Non-Grantor Trust State Income Tax Chart through LISI.  But this time, he is not only releasing the Chart itself, but through this webinar he is also releasing many of the planning techniques that can be used to increase your firm’s revenue using the Chart.  Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar.  In total, you will have 60 minutes of exciting, informative discussion.   Join Steve Oshins on August 3rd at 3pm ET when he will give you a step-by-step tutorial to maximize your ability to save state income taxes for your clients.

In this webinar, you will:

  • Learn why income tax planning is now so important
  • Get a step-by-step explanation of many of the key states’ taxing statutes and how to use this knowledge
  • Discover planning opportunities with existing non-grantor trusts
  • Discover planning opportunities with existing grantor trusts
  • Find out different ways to modify these trusts to save income taxes
  • Learn why many installment sales to IDGT transactions should now be unwound
  • Explore incomplete and completed gift options to save state income taxes with the client’s assets
  • Hear about ways to use this information to get the client’s parents and grandparents to hire you too
  • And much more!

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 $129.

Registrant Email

After you pay you will be sent a link with the registration information. 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 $99 for this webinar.

Forgot Password?

To become a LISI member Click Here

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in Americaģ and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012 and 2015 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in Americaģ. He was inducted into the NAEPC Estate Planning Hall of Fameģ in 2011. He is rated AV by the Martindale-Hubbell Law Directory. He has been named one of the 24 "Elite Estate Planning Attorneys" in America by The Trust Advisor, one of the Top 100 Attorneys in Worth, one of Southern Nevada's Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the Trusts & Estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the Wills, Trusts & Estate Planning category in Nevada Business Journal, named Nevada Super Lawyer in the Estate Planning & Probate category in Las Vegas Life and named Mountain States Super Lawyer in the Estate Planning & Probate category. He was also named one of Southern Nevada's Top Lawyers by Vegas, Inc. and was selected for the magazine cover.


Avatar Avatar

Alan Gassman,Christopher J. Denicolo,

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

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients - A Special Re-Broadcast

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

More Info
Avatar

Bob Keebler

July 19, 2019 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business. - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

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

IRAs to Charities and CRTs After the SECURE Act: A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler & Stephen J. Bigge

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

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act A Special Re-Broadcast

More Info
Avatar

Alan Gassman

July 25, 2019 3:00 PM EDT - 4:30 PM EDT

Asset Protection for Businesses and Their Owners. A Special Re-Broadcast

More Info
Avatar

Steve Gorin

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

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

More Info
Avatar

Mike Jones

August 01, 2019 3:00 PM EDT - 4:30 PM 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

More Info
Avatar

Steve Oshins

August 09, 2019 3:00 PM EDT - 4:30 PM

Estate Planning for Large Estates

More Info
Avatar

Michael Carter

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

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

More Info
Avatar Avatar Avatar

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

More Info
Avatar

Steve Gorin

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

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

More Info
Avatar

Steve Gorin

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

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

More Info
Avatar

Steve Gorin

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

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

More Info
Avatar

Steve Gorin

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

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

More Info
Avatar

Steve Gorin

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

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

More Info
Avatar

Steve Gorin

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

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

More Info