Leimberg Webinar Services AS STARTED



Avatar NEW!
PPP Expense Tracker & Forgiveness Spreadsheet



Avatar JUST RELEASED!
SECURE Act Analyzer Suite
Bob Demos New Analyzers in FREE mini webinar!

FOUR Analyzers Answer;
1: How Does an 'Old' Stretch IRA Compare vs, the New 10 Year Rule
2: Should My Client Do a Roth IRA Conversion?
3: Should My Client Do an IRA Relocation?
4: Should My Client Leave Their IRA to a CRT?


Avatar


New!
4 Customizable
Client Facing
SECURE Act PowerPoints! w/50 min. Instructional Webinar Recording
Bob Keebler's Suite of FOUR Customizable Client-Facing PowerPoint Decks to use with your clients.
Deck #1: SECURE Act Basics
Deck #2: Planning with Roth Conversions after the SECURE Act
Deck #3: Life Insurance Planning Techniques after the SECURE Act
Deck #4: Using IRAs Payable to Charitable Remainder Trusts after the SECURE Act



Avatar JUST RELEASED!
E-Book Download

The Adviser's Guide with Sample Forms for Implementing and Using Special Purpose Insurance LLCs in Buy-Sell Arrangements



Avatar The Section 199A (and 1202) Handbook: 2nd Edition By: Alan Gassman, Brandon Ketron, Martin Shenkman, Jonathan Blattmachr



AvatarCHUCK RUBIN ON FLORIDA HOMESTEAD - A COMPREHENSIVE TREATISE ON ALL ASPECTS OF FLORIDA HOMESTEAD LAW


Avatar Code Section 199A - the Qualified Business Income Deduction - 3rd. Edition By Bob Keebler and Peter Melcher : UPDATED for the FINAL REGULATIONS



Avatar Bob Keebler's Top 40 Tax Planning Opportunities For 2019 E-Book




Avatar The Estate Planner's IRA/Pension Planning Guide by Alan S. Gassman, Christopher J. Denicolo, Edwin P. Morrow, and Brandon Ketron


Avatar What Estate Planners (and Others) Need to Know About Bankruptcy by Alan Gassman, Alberto Gomez, Michael Markham and Adriana Choi Bundled Suite of Bob Keebler's Updated PPT Decks That Advisors Can Use
The Fabulous Florida Planning Twelve Pack 2019 Program
199A Planning from A to Z
Top Ten Estate Planning Topics
Breakfast and Buy-Sell Agreements
Paul Hood Buy Sell Super Bundle
The Fabulous Florida Planning Twelve Pack 2019 Program
199A Filing Extension Bundle
The Fabulous Florida Planning Twelve Pack 2019 Program
Master Bankruptcy Bundle - What you NEED to KNOW!
Steve Gorin - 7 Part Business Structuring Series
2 NEW Customizable, Client-Facing PowerPoint Decks - Income and Estate Tax Planning Strategies for 2019
Two of Bob Keebler’s NEW Customizable PowerPoint Decks, His Top 40 Tax Planning Opportunities E-Book & His Two 90 minute LISI Webinars on Income & Estate Planning Opportunities for 2019
The Section 199A (and 1202) Handbook (2nd Edition updated for the final regulations), provides both an introduction to and thorough examination of the 20% tax deduction for trade or business income.
Complete 3 Part Webinar Series plus Materials For the price of Two!
Roth Conversions After the Tax Reform & SECURE Act

Bob Keebler’s Secure Act Bundle: Everything the Sophisticated Advisor Needs To Get Up To Speed Fast
Bob Keebler’s suite of four customizable PowerPoint decks
The Mathematics of SECURE—Where the Tax Law and Economics Collide.
SECURE Act Learning Center

PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Qualified Opportunity Zone Bundle
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
Loan Forgiveness Calculator for Independent Contractors and Sole-Proprietors A Simplified Calculator to Help Sole-Proprietors
PPP LOAN EXPENSE TRACKER AND FORGIVENESS CALCULATOR
Master Bankruptcy Bundle - What you NEED to KNOW!
A THREE PART SERIES - Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria
Comprehensive Review of Important Life Insurance Funded Planning Techniques

How IGSD Works & How Experts Value the Receivable

Comprehensive Review of Section 199A: How the Statute Operates and How to Exploit the New Rules

Planning with Life Insurance after Tax Reform, Parts 1 & 2

Edwin Morrow - April 25 & Edwin Morrow and Marty Shenkman April 26

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

Split Dollar Series: Parts 1, 2 and 3

Split Dollar Series: Parts 2 and 3

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

Bob Keebler 8/24 Special 199A and Form 709 Pre-recorded Bundle

Jonathan Gopman and Paul D'Alesandro: Parts 1 and 2: Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know

Larry Brody & Steve Leimberg: Transfer for Value Parts 1 and 2

Steve Leimberg & Linus Sudzius: Beneficiary Designations and Divorce : Parts 1 and 2

Comprehensive Review of Important Life Insurance Funded Planning Techniques

How IGSD Works & How Experts Value the Receivable

Comprehensive Review of Section 199A: How the Statute Operates and How to Exploit the New Rules

Planning with Life Insurance after Tax Reform, Parts 1 & 2

Edwin Morrow - April 25 & Edwin Morrow and Marty Shenkman April 26

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

Split Dollar Series: Parts 1, 2 and 3

Split Dollar Series: Parts 2 and 3

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

Bob Keebler 8/24 Special 199A and Form 709 Pre-recorded Bundle

Jonathan Gopman and Paul D'Alesandro: Parts 1 and 2: Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know

Larry Brody & Steve Leimberg: Transfer for Value Parts 1 and 2

Steve Leimberg & Linus Sudzius: Beneficiary Designations and Divorce : Parts 1 and 2

Planning with DING/NING Trusts: How To Grow Your Firm's Revenue in 2019

Properly Preparing the Form 706 Estate Tax Return, A Two-Part Series

All IRC 199A Analyzers

All IRC 199A Analyzers

Split Dollar Calculator2018 Estate Tax Calculator Suite

Pass-Through Deduction Analyzers: Specified Service and Non-Service Businesses

C Corp vs. Pass-Through Analyzer

W-2 Employee vs. Independent Contractor Analysis

Should a Schedule C Business Owner Switch to S Corporation Status and Pay Themselves a Salary To Claim a 199A Deduction?

199A Tool for Allocating the Deduction to Trust/Estate Beneficiaries?

Impact of Qualified Retirement Plan Deduction on IRC 199A Deduction

How to Input the Data for Up to 5 Pass-Thrus To Calculate the 199A Deduction

How to Input the Data for Farmer 199A(g) Deduction

Upcoming Webinars with



Richard Nenno

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

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

Now that 2020 has passed the half-way point and is careening toward 2021, clients are asking how to lock in today’s lofty federal gift-tax, estate-tax, and GST exemptions (currently....more.

  More Info



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?

There is a growing disparity among how U.S. states treat their residents. Issues of income taxation, death taxation, and asset protection vary widely from one state to another. These issues have always been a....more.

  More Info



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

On Thursday, August 27th, Paul Hood and Ed Morrow will deliver Part 3 of their 3-part series "A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques."more.

  More Info



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%

The vast majority of clients will not be subject to federal transfer taxes in 2020 – but they need our advice now – possibly more than ever. 2020 presents a “perfect storm” of bad news....more.

  More Info



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!
The August section 7520 rate of 0.4% is a new record low and the....more.
  More Info



Martin Shenkman Eido Walny

August 14, 2020 3:00PM ET - 4:30PM ET ET

Martin Shenkman Eido Walny: Planning for Athletes

More coming soon

....more.
  More Info



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

On Thursday, August 13th, Paul Hood and Ed Morrow will deliver Part 2 of their 3-part series "A P....more.

  More Info



Bob Keebler

August 12, 2020 3pm 4:30 pm ET ET

NEW PPP LOANS FOR BUSINESSES SUFFERING A 50 Percent REVENUE LOSS AND OTHER INCENTIVES IN THE AUGUST STIMULUS BILL - A FIRST LOOK

The legislative language of the new bill includes additional PPP loans with a catch.  To qualify for the new loans, a business will need to meet certain accounting criteria including a 50% reduction in revenue.    The bill is also expected to contain other ....more.

  More Info



Alan Gassman Brandon Ketron Kevin Cameron

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

PPP and EIDL UPDATE: NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL
It is almost certain that Congress will pass the Rubio-Collins Bill that was released on Monday, July 27th.  The Bill is well though....more.
  More Info



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

On Thursday, August 6th, Paul Hood and Ed Morrow will deliver Part 1 of their 3-part series "A Pl....more.

  More Info



Natalie Choate Denise Appleby

August 6, 2020 3:00PM ET - 4:30PM 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! - A Special Re-Broadcast

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, include two significant financial relief provisions for retirement account owners and beneficiaries:

  1. more.
  More Info



Bob Keebler

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

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” - A Special Re-Broadcast
This is a critical post-Secure Act class for lawyers drafting trusts to receive IRAs at death and the CPAs and Financial advisors that work with those lawyers. 

Unfortunately, not enough attention is paid to the tax aspects ....more.

  More Info



Jonathan Blattmachr Martin Shenkman Teresa Bush

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

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

No matter which party wins in November, it seems certain there will be pressure to raise taxes.  One area that has and will get a lot of pressure to use to raise Federal revenue relates to e....more.

  More Info



Bob Keebler

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

Best of The Best: The Very Best Tax Planning Ideas in 2020 - A Special Re-Broadcast

Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes - - and take advantage of a myriad of opportunities.  Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob’s annually updated and expand....more.

  More Info



On Demand Recorded Webinars
with





Bob Keebler

Available Now On Demand

Utilizing GST Rules to Maximum Advantage for Your Clients -Basic GST allocations to “inclusion ratios” to novel and powerful strategies

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

With the current, high estate tax exemption, many practi....more.

  More Info. Watch ON - DEMAND



Paul Hood and Bob Keebler

Available Now On Demand

Nelson v. Commissioner – The Next Chapter in Protective/Defined Value Gift and Sale Clauses - A devastating loss for the Taxpayer

Nelson V. Commissioner is the most important development in defined value gifts and sales since the landmark Wandry case.

In....more.

  More Info. Watch ON - DEMAND



Alan Gassman Brandon Ketron Kevin Cameron

Available Now On Demand

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  

Join LISI commentators Alan Gassman, Brandon Ketron and Kevin Cameron for an engaging and thorough 90-minute discussion of where PPP borrowers stand with respect to forgiveness rules, new applications that can be filed through June 30, employee rehire exceptions, and more. The....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Charitable Planning in 2020-Including the Charitable LLC!

Despite an historically high applicable exclusion amount (at least for now), many clients who don’t have taxable estates or those whose estates are marginally taxable nevertheless have sign....more.

  More Info. Watch ON - DEMAND



Lawrence J. Rybka Chris Bottaro Michael Michlitsch

Available Now On Demand

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

In this exclusive Leimberg webinar, Larry J. Rybka, along with two industry experts, Chris Bottaro and Michael Michlitsch, will discuss how life professionals can get business done in an environm....more.

  More Info. Watch ON - DEMAND



Denise Appleby

Available Now On Demand

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

SEP IRAs and SIMPLE IRA plans are easy to establish and operate and have little administrative cost. They are also easy to communicate to employees and are often considered to be ideal starter plans for small businesses. Both plans have competing and similar features and benef....more.

  More Info. Watch ON - DEMAND



Jason Early

Available Now On Demand

Permanent Life Insurance During Times of Uncertainty

This is a FREE Webinar. CLICK HERE TO REGISTER

The financial crisis of 2008-09 affected how people t....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Sales to grantor trusts can be very beneficial for your clients, if done correctly.  There are various ways to structure this transaction, each having its own pros and cons.  Find out which structure is best for your client in today’s tax and economic envir....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

This is a class for CPAs, Lawyers and Financial Professionals that are Being asked to Help Clients with IRA Strategies.
The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem.    Ther....more.

  More Info. Watch ON - DEMAND



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

Available Now On Demand

LGBTQ: Estate, Financial and Legal Planning and Drafting

The number of lesbian gay bisexual transgender and queer (“LGBTQ”) clients is significant and growing. Practitioners need to understand how estate and financial planning may have to be tailored to properly serve the LGBTQ client.

  More Info. Watch ON - DEMAND



Denise Appleby

Available Now On Demand

Appleby’s Guide to Avoiding the Top 10 IRA Distribution Mistakes
Distributions from retirement accounts is inevitable, and distributions can be taxable. However, the tax code includes provisions that can be taken to minimize income taxes that would be due on retirement account assets and avoid penalties. Being aware of these provisions is the ....more.
  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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.
Last night the Senate passed House of Representatives Bill 7010 makin....more.
  More Info. Watch ON - DEMAND



Kevin Cameron and John Beck

Available Now On Demand

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

Independent Contractors and Sole Proprietors became eligible to receive PPP loans based upon April 14th regulations and previous guidance.  Since April 14th we have received further guidance....more.

  More Info. Watch ON - DEMAND



Alan Gassman Brandon Ketron Kevin Cameron

Available Now On Demand

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

On Thursday May 28th, the House of Representatives passed the Paycheck Protec....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

Powers of appointment are both neat planning vehicles as well as powers to disappoint. In this 90 minute presentation, Paul Hood methodically reviews powers of appointment from soup to nuts,....more.

  More Info. Watch ON - DEMAND



Martin Shenkman Jonathan Blattmachr and Mitchel Gans

Available Now On Demand

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

How can counsel help clients sign estate planning documents during COVID? The current COVID-19 pandemic has made it more important than ever for individuals to create (or update) and sign estate planning docu....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron and Kevin Cameron

Available Now On Demand

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.

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.....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Martin Shenkman

Available Now On Demand

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

On Friday evening, the SBA issued Interim Final PPP Forgiveness Rules and a second set of interim rules on SBA audits and appeals.  The new PPP rules go beyond the forgiveness forms, and provide timely insight into maximizin....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

Join Alan Gassman and Brandon Ketron for this 90 minute presentation that will cover the recent HHS General Provider Relief Fund deposit into medical practice business accounts, PPP Loan rules an....more.

  More Info. Watch ON - DEMAND



Alan Gassman Christopher Denicolo and John Beck

Available Now On Demand

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

The SECURE Act and the CARES Act have provided a number of opportunities and wrinkles to planning for IRAs and retirement plans. Clients and their advisors need to be aware of such opportunities ....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron and Kevin Cameron

Available Now On Demand

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

Save time, increase accuracy, and provide a solid and attractive work product and c....more.

  More Info. Watch ON - DEMAND



Denise Appleby

Available Now On Demand

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
The primary reason for saving in an IRA or employer plan account is tax deferral of earnings. Beneficiaries can continue to enjoy this benefit, within certain limitations. In order to do so, beneficiaries must understand the distribution options ....more.
  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

On Friday, May 15th, the SBA issued its 11 page small print  applicat....more.

  More Info. Watch ON - DEMAND



Bob Keebler Martin Shenkman

Available Now On Demand

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

In series of instructions only a math major could love, the SBA issued the new “PPP Forgiveness” form, which involves a myriad of computations and accounting precepts destined to chal....more.

  More Info. Watch ON - DEMAND



Paul Hood and Emily Bouchard

Available Now On Demand

Pre-Nups: An Alternative View

Depending upon whether your client is the propertied betrothed or the poorer one, many people view pre-nups as either scourges on the confidence that the marriage will work out or a necessary evil foist upon them by meddling....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The Inheritor’s Trust is a special type of trust designed not only for creditor and divorce protection, but also for income tax planning.  The federal estate tax exemption is now so high that very few of our clients need advanced estate tax planning.  This shif....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

Thousands of PPP loan recipien....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Whether you’re a lawyer, CPA, trust officer, or financial advisor you need to show your clients that you “CARE.” Section 2202 of the Coronavirus Aid, Relief, and Economic Securi....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Business Coach David Finkel

Available Now On Demand

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

In this exclusive, 2-Part LISI Webinar, Alan Gassman and nationally recognized Business Coach David Finkel will teach you and your team how to make smart decisions you may not have thought of, and navigate the u....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Jere Doyle

Available Now On Demand

JUST ISSUED PROPOSED REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS

The Tax Cuts & Jobs Act (TCJA) added new Section 67(g) which suspends “miscellaneous itemized deductions” through 2025. This change has caused much confusion as practitioners are uncertain which trust deductions are suspended and which can be deducted. This....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

Business losses are subject to several limitations. In response to the 2020 pandemic, businesses or their owners may carry 2018, 2019, and 2020 losses back five years a....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

Shots fired across the bow of well capitalized companies that have applied for and received Payroll Protection Program ("PPP") funds warn that the requirement that a loan must be "n....more.

  More Info. Watch ON - DEMAND



Mike DiMayo

Available Now On Demand

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

One of the biggest letdowns seasoned insurance professionals can experience is when a valued client comes back from underwriting as an uninsurable. Whether that’s the result of a history of....more.

  More Info. Watch ON - DEMAND



Bob Keebler Martin Shenkman Alan Gassman

Available Now On Demand

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

JUST RELEASED: SBA is extending the repayment date for ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

 

The paradigm shift from life expectancy distributions to a 10-year distribution is at its core more.

  More Info. Watch ON - DEMAND



Denise Appleby

Available Now On Demand

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

Since becoming available in 1998, Roth accounts have become increasingly popular. This is primarily because of the opportunity for tax-free distributions; unlike traditional accounts, for which tax-deferred amounts would be taxable when distributed. Those who want to take adva....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule. &nb....more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

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

The COVID-19 crisis provides a perfect storm for dynamic and valuable tax, financial and estate planning situations for affluent families and their business and investment entities. <....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Tactical and Strategic Roth Conversions in 2020

Roth conversions have always had the potential to unlock hidden value.   Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. ....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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
On April 24th, President Trump signed the Paycheck Protection Program and Healt....more.
  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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
On April 24th, President Trump signed the Paycheck Protection Program and ....more.
  More Info. Watch ON - DEMAND



Bob Keebler and Martin Shenkman

Available Now On Demand

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”

On April 23, 2020, the SBA issued a new set of Frequently Asked Questions. The final question, Question 31 reads: "Do businesses owned by large companies with adequate sources of liquidity to support tha....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Tactical and Strategic Roth Conversions in 2020

Roth conversions have always had the potential to unlock hidden value.   Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. ....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Mike Markham

Available Now On Demand

Cash Flow Crisis? What To Tell Your Clients Right Now About Asset Protection and Bankruptcy
Hundreds of thousands of small businesses and individuals are unable to pay their bills and preserve enough cash to be sure that they can pay for emergency, legal and accounting services that will be essential to survival of the Coronavirus. This is time ....more.
  More Info. Watch ON - DEMAND



Alan Gassman and Martin Shenkman

Available Now On Demand

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

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


Doctors and their practices are common targets for terrible and....more.  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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
Join Alan Gassman and Brandon Ketron for this 90 minute presentation that will cover the recent Medicare deposit into medical practi....more.
  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Turbocharge Your Trust Forms: Non-Traditional Cutting Edge Trust Design Strategies To Improve And Protect Inheritors
....more.
  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

On April 21st, the Senate passed a bill that allocates an additional $320 billion to the Paycheck Protection Program (PPP) and an additional $10 billion to the Economic Injury Dis....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

CARES has created immediate planning opportunities clients and advisors, but the ground is shifting fast. To make sense of it all join Bob Keebler in his exclusive 60-minute review of New Regulations to compute PPP loans and forgiveness for self-employed and partners

<....more.
  More Info. Watch ON - DEMAND



Bob Keebler and Steve Oshins

Available Now On Demand

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

The interest rates for many estate planning techniques just hit an all-time low for transactions that will be executed in May of 2020.  With many values down and an all-time low in interest ....more.

  More Info. Watch ON - DEMAND



Alan Gassman Brandon Ketron and John Beck

Available Now On Demand

CARES Act and Related Planning for Landlords, Developers and Real Estate Investors- What You Must Know Now, and Also Later!
The COVID-19 virus has caused massive problems and uncertainty for real estate based businesses and investors, and many special rules, planning opportunities and traps for the unwary now apply like never before, especially with reference to special considerations and applic....more.
  More Info. Watch ON - DEMAND



Denise Appleby

Available Now On Demand

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

This presentation explains the important changes that have recently been made to retirement accounts related provisions for individuals adversely affected by COVID-19. This includes the technical,....more.

  More Info. Watch ON - DEMAND



Larry Rybka

Available Now On Demand

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

The impact and the future uncertainty about the economy has everyone reviewing their personal financial plan and the financial products that support them. One bright spot for most clients is the life and annuity products they own. The stability and peace of mind that these pro....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

The SBA recently issued an Interim Final Rule and Questions and answers on he CARES Act to make it clear that religious organizations can be viewed separate and apar....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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
PPP loans were scheduled to go live for independent contractors and sole proprietors on Friday, April 10th, and are now available based upon April 14 regulations and previous guidance.  Join Alan Gassman and Brandon Ketron for their content-packed webinar t....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

CARES has created immediate planning opportunities clients and advisors, but the ground is shifting fast. Over the last ten days there have been dozens of notices, information sheets, AICPA comments, SBA regulations and even “tweet guidance” from members of the ....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

An Independent Contractor and Sole Proprietor's Guide to EIDL and PPP Loans, and More!
PPP loans go live for independent contractors and sole proprietors on Frid....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Bob Keebler on the Last Ten Days in the CARES World : An Additional LIVE UPDATE
CARES has created ....more.
  More Info. Watch ON - DEMAND



Natalie Choate

Available Now On Demand

SECURE FAQs and CARES First Look

Most estate planners have heard the basic themes of SECURE 2019: No more life expectancy payout except for eligible designated beneficiari....more.

  More Info. Watch ON - DEMAND



Larry Rybka

Available Now On Demand

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

Acting in Clients Best Interests. Life insurance products can uniquely protect families and businesses and the certainty that well-designed policies can bring in financially turbulent times are now more appreciated than ever. 2020 is also....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Christopher Denicolo and John Beck

Available Now On Demand

Is a Family Office the Right Fit For Your Client: When, Where, How and Why?
In their exclusive LISI Webinar, Alan Ga....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Bob Keebler on the Last Ten Days in the CARES World
CARES has created ....more.
  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

Join Brandon Ketron CPA, JD and Alan Gassman for this thorough and informative program to enable you to give the proper advice on structuring and applying for Federal Cares Act Assistance.

more.

  More Info. Watch ON - DEMAND



Bob Keebler and Martin Shenkman

Available Now On Demand

Using the Payroll Protection Program of the CARES Act

BREAKING NEWS: The Small Business Administration just released Payroll Protection Program regulations Thursday night. Bob and Marty will cover this new guidance so....more.

  More Info. Watch ON - DEMAND



Alan Gassman Brandon Ketron and John Beck

Available Now On Demand

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

Join Alan Gassman, Brandon Ketron and John Beck for their practical and interesting live presentation which will use charts, power point slides and discussion to provide timely and valuable coverage of the following topics

  More Info. Watch ON - DEMAND



Alan Gassman Colleen Flynn Ian MacLean

Available Now On Demand

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

In their exclusive LISI Webinar, Alan Gassman, Colleen Flynn and Ian MacLean review what advisors, business owners, and employees need to know about this new law, and the practical and ye....more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

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

The Corona Virus has brought a financial tsunami the likes of which we have never seen. At this juncture in time millions of small businesses and professionals find themselves struggling not....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Early Thursday morning the $2.2 Trillion “CARES Act” which is designed to provide loans and loan forgiveness, tax incentives, credits and deductions to Americans and American b....more.

  More Info. Watch ON - DEMAND



Jonathan Blattmachr and Martin Shenkman

Available Now On Demand

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

In thier important and timely webinar, Jonathan Blattmachr and Martin Shenkman share the critical estate planning ideras that are  currently discussing with clients. Topics they will cover include:more.

  More Info. Watch ON - DEMAND



Jonathan Blattmachr Martin Shenkman and Paul Gentile

Available Now On Demand

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

Free Webinar Recording Link Click Here: 

Click He....more.  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

In their exclusive LISI Webinar, Alan Gassman and Brandon Ketron review the new opportunities and challenges for clients in the areas of income tax, employment tax, Medicare tax and estate tax planning. This presentation includes a timely dive into the fo....more.

  More Info. Watch ON - DEMAND



Vince Lackner

Available Now On Demand

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

Individual taxpayers and some trusts and estates may be entitled to a deduction of up to 20% of their net QBI from a trade or business. Any  practitioner who has waded into this area knows that there are two&n....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?-Increasingly, more and more estate planners are diversifying their services to their clients and are serving as fiduciaries (executors, trustees, guardians and tru....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Early this morning Senator Mitch McConnell announced that there is a bipartisan deal on “CARES Act” which is designed to provide a series of tax incentives, credits and deduction to Americans and American businesses. The language is still being ironed out, and Sena....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Colleen Flynn

Available Now On Demand

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

Paid Leave Benefits for the Corona-virus
  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

Please join Alan Gassman and Brandon Ketron for this 60-minute webinar with respect to planning for clients who have significant new opportunities and challenges for income, employment tax, Medicare tax and estate tax planning. This presentation includes a timely....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Lester Perling

Available Now On Demand

Medical Practice Challenges and Planning In View of the Corona Virus
Join Alan Gassman and health law expert Lester Perling for this 80 minute presentation to cover the unique and very important rules and challenges faced by health care businesses and providers. Discussion will include the following issues:<....more.
  More Info. Watch ON - DEMAND



Alan Gassman and Colleen Flynn

Available Now On Demand

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

....more.
  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

Just about all estate planners preach to their clients (and anyone else who will listen) about the efficacies of durable property powers of attorney, i.e., avoidance of a conservatorship or guardianship proceeding. But recen....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

Asset protection planning is a necessary subset of estate and financial planning.  But which strategies work and don’t work?  How do you know what to look for and then what to recommend to your clients?  Whether you’re an attorney, an accountant, a t....more.

  More Info. Watch ON - DEMAND



Denise Appleby

Available Now On Demand

Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties
Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and oth....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

At market close on Friday February 28, 2020, the Dow Jones Industrial Average was down around 4,000 points from the February high. Moreover, oil prices moved about 12% lower and the yield on the 10-year Treasury note settled at a new low of 1.127%

These developments ....more.

  More Info. Watch ON - DEMAND



Denise Appleby

Available Now On Demand

Key IRA changes made by the SECURE Act

and after. 3. Those that apply for both time periods. The most significant tax change embodied in this new legislation is the elimination of the “stretch” provision for certain beneficiaries of IRAs in favor of the “10-year rule.” This change potentiall....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

Drafting Under the SECURE Act

Steve Gorin will discuss various provisions that can be worked into trusts for children and other descendants in light of the SECURE Act.  Steve will go through the lifetime trust he typically uses with clients and explain how one might integrate various clauses.  A ....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Jere Doyle

Available Now On Demand

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE

          With the shortened payout rule under the SECURE Act, lawyers, CPAs and financial planners will all need to have a better understanding of the taxation of trusts under Subchapter J of the Internal Revenue Code.
<....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Christopher Denicolo

Available Now On Demand

Flexible Planning Under the SECURE Act - Using Disclaimers, Toggling and Other Mechanisms to Provide Flexibility and Keeping Options Open
With the passage of the SECURE Act, clients and advisors have been trying to understand how to restructure estate plans and address various alternatives and options that are available. Alan Gassman and Chris Denicolo will present a 60 minute webinar to describe the various optio....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

199A Planning for Trust & Estate Attorneys

Advanced Section 199A With Trusts and Estates
For Lawyers, Financial Advisors and CPAs

The §199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This class....more.

  More Info. Watch ON - DEMAND



Jay Adkisson

Available Now On Demand

Significant 2019 Developments Affecting Asset Protection Planning
In the content-packed webinar, Jay Adkisson provides viewers with a recap of statutory changes and interesting court opinions from 2019 that may have an impact on asset protection and related planning, including captive insurance and Series LLCs. Among the m....more.
  More Info. Watch ON - DEMAND



Lawrence Rybka

Available Now On Demand

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

Premium Financed IUL Policies have become the talk of the insurance community in recent years. The Wall Street Journal Reported in a January 2020 article that IUL is the fastest growing product type. A big part of these sales has been driven by premium financing. Every week....more.

  More Info. Watch ON - DEMAND



James P. Weller, JD, LL.M

Available Now On Demand

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

The Final Qualified Opportunity Zone Regulations that were released on December 18, 2019 essentially adopt the two sets of proposed regulations with modifications in response to submitted comments and testimony. In his exclusive LISI Webinar, Jim Weller will review the ch....more.

  More Info. Watch ON - DEMAND



Natalie Choate

Available Now On Demand

ESTATE PLANNING AND DRAFTING FOR RETIREMENT BENEFITS AFTER SECURE

SECURE has overturned the estate plans of many of our clients by replacing the life expectancy payout with the 10-year rule for most beneficiaries. Be sure to join Natalie Choate in her exclusive LISI Webinar as she provides you with what you need to know to advise n....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Kenneth J. Crotty

Available Now On Demand

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

The use of traditional family limited partnerships and LLCs was significantly impacted by the Tax Court case of Powell v. Commissioner.  The Powell court, building on the Strangi decision, held that Section 2036(a)(2) applied and, therefore, all of the assets of the ....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The SALT deduction now limits the deductibility of state & local taxes paid to only $10,000 per year.  This relatively recent change in the law has made state income tax planning arguably the most important area of practice.  The stakes are much, much higher for ....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Ed Morrow

Available Now On Demand

The SECURE Act's Three Leading Fiduciary Trust Income Tax Planning Strategies
Since December, thousands of lawyers and CPAs have been developing ideas to address the new 10-Year Rule for the vast numbers of clients with significant retirement plans who also use trusts as the mainstay of their estate plan.  Some sol....more.
  More Info. Watch ON - DEMAND



Alan Gassman, Jonathan Blattmachr and Sean Healy

Available Now On Demand

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

Learn what legal and tax advisors need to know about the ownership and management of Title 2 firearms, which include machine guns, silencers, short-barreled rifles and shotguns, destructive devices, and “any other weapon,” and learn how to implement and use a g....more.

  More Info. Watch ON - DEMAND



Jonathan Blattmachr, Marty Shenkman

Available Now On Demand

Heckerling Institute Wrap Up with Jonathan Blattmachr & Marty Shenkman

Heckerling, as it is affectionately known, is the nation's leading conference for estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management professionals. In their exclusive LISI webinar, you can hear Jonathan Blattm....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

USE THIS LIMITED TIME LINK FOR DISCOUNT REGISTRATION FOR THE COMPLETE 7 PART SERIES

Life Insurance in Buy-Sell Agreements

Life insurance is frequently used to fund buy-sell agreeme....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

What You Don’t Know About a Business Valuation Report Can Hurt You: Anatomy of a Real Business Valuation Report

In this 90 minute webinar, Paul will take you through a real business valuation report supplied by Chris Mercer of Mercer Capit....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Christopher Denicolo, Brandon Ketron & John Beck

Available Now On Demand

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

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

Addressing various charitable and creditor protection objectives with IRA and pension account assets, while best positioning for optimal tax results.

<....more.
  More Info. Watch ON - DEMAND



Bob Keebler and Christopher Hoyt

Available Now On Demand

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

There are three strategies to simulate the stretch IRA; Roth conversions, life insurance and the CRT. This class will provide an in-depth examination of the charitable remainder trust. In their exclusive LISI Webinar, Professor Christopher Hoyt and Bob....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Strategic & Tactical Roth Conversions after the SECURE Act

Strategic & Tactical Roth Conversions after the SECURE Act

Roth conversions have always had the potential to unlock hidden value. In the past, it was perhaps simple nominal conversions to take ....more.

  More Info. Watch ON - DEMAND



Mike Jones

Available Now On Demand

Significant 2019 Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration
2019 was an interesting year for estate planners. To make sense of what happened, be sure to Join Mike Jones in his exclusive LISI webinar on Thursday, January 30th  where he will review a number of the significant and recent transfer tax develop....more.
  More Info. Watch ON - DEMAND



Bob Keebler, Jonathan Blattmachr, Marty Shenkman

Available Now On Demand

SECURE Act: More Thoughts and Planning Ideas
LISI has provided advisors with significant commentary on the Secure Act. Now that we have had some time to digest the first impressions, this webinar by Jonathan Blattmachr, Bob Keebler and Martin Shenkman will provide a discussion of various aspects....more.
  More Info. Watch ON - DEMAND



Alan Gassman, Christopher Denicolo and Brandon Ketron

Available Now On Demand

CREATIVE AND INNOVATIVE PLANNING IN THE WAKE OF THE SECURE ACT

Join Alan Gassman, Christopher Denicolo and Brandon Ketron for this 90 minute webinar which addresses the sweeping changes to estate planning for all retirement plans, how the new rules affect each type of client’s estate p....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Significant 2019 Developments Affecting Business Planning

The Year in Business Planning:2019
2019 turned out to be a very active year for changes in the law that impact business planning. In this exclusive LISI webinar, Paul will alert you to the many developments, including new regulations, caselaw and ru....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

Asset protection planning is a necessary subset of estate and financial planning.  But which strategies work and don’t work?  How do you know what to look for and then what to recommend to your clients?  Whether you’re an attorney, an accountant, a t....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron and Christopher J. Denicolo

Available Now On Demand

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

The Teapot Trust System & other....more.

  More Info. Watch ON - DEMAND



Scott Gabehart

Available Now On Demand

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

This webinar is a business valuation-oriented presentation geared towards finance professionals who are not certified business appraisers.  The presentation is in the ....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

IRAs and Qualified Plans During an Estate Administration: UPDATED FOR THE SECURE ACT

The Secure Act’s ten-year rule changes most of the tried and true principles and greatly impacts on how we will approach spousal rollovers, disclaimers, income tax planning and beneficiary payouts for IRAs and Roth IRAs. When a client dies with an IRA or qu....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

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

FEELING INSECURE ABOUT THE SECURE ACT?

We can make this your “cup of tea” in 90 minutes.

 
Please tune into our video....more.
  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

USE THIS LIMITED TIME LINK FOR DISCOUNT REGISTRATION FOR THE COMPLETE 7 PART SERIES

Planning for a Trust Selling an Interest in a Pass-Through Entity

When a trust sells an interest....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World”
This is a critical post-Secure Act class for lawyers drafting trusts to receive IRAs at death and the CPAs and Financial advisors that work with those lawyers. 

Unfortunately, not enough attention is paid to the tax aspects ....more.

  More Info. Watch ON - DEMAND



Alan Gassman and John Beck

Available Now On Demand

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

“How to use this powerful tool to defer and eliminate capital gains taxes for private and small business investments.” 

The Economic Opp....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT
The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem.

more.
  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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


The Grantor Retained Annuity Trust (“GRAT”) is often used to leverage significant wealth outside of a wealthy client’s taxable estate.  Did you know that only one state has enacted Restricted LLC/LP statutes which create substantially greater val....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

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

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

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advi....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING!

The Secure Act Is Going to be Enacted this Week: Are You Fully Prepared?

10 DAYS TO THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSID....more.

  More Info. Watch ON - DEMAND



Michael Fontanini and Jay Judas

Available Now On Demand

Flexible Trust-Funding Strategies Providing Indirect Future Access

As it is widely known, the Tax Cuts & Jobs Act of 2017 (“TCJA”) doubled the federal transfer tax exemption per donor from $5,000,000 to $10,000,000, indexed for inflation ($11,400,000 in 2019).  Absent further legislation, this TCJA provision will sunset a....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

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

The Tax Cuts and Jobs Act amended Section 101 to deal with the transfer for value rule for reportable policy sales and added Section 6050Y to impose reporting requirements for reportable policy sales.  On October 25, the final treasury r....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Modern Basis Planning: Dude, Where’s My Basis?
At least while we’re still enjoying “permanent” estate tax reform and a record level applicable exclusion amount, income tax issues have come to the fore of estate planning. In the 3rd installment of his "Out of the Hood" series, Paul Hood will deliver a 90....more.
  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

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

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

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advi....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

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

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

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advi....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

USE THIS LIMITED TIME LINK FOR DISCOUNT REGISTRATION FOR THE COMPLETE 7 PART SERIES

Tricks and Traps for Trusts Holding Pass-Through Entities

Passing S corporations and partnership....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

On Friday, November 22nd, the IRS issued the final “clawback” regulations addressing the mathematical operation of the estate tax exemption after....more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!
This 90 Minute Presentation will enable estate planners to understand what has
occurred in recent case law, both in the US and in offshore jurisdictions which
can impact existing and future domestic and international Asset Protection Trusts,....more.
  More Info. Watch ON - DEMAND



Alan Gassman and John Beck

Available Now On Demand

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

The Economic Opportunity Zone rules that were enacted with the 2017 Tax Reform Act were very difficult to decipher, and many tax and estate planning professionals are behind the ball on how to help their clients defer or avoid capital gains taxes by making investments in these....more.

  More Info. Watch ON - DEMAND



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

Available Now On Demand

Dynamic Planning with Irrevocable Trusts After TRA 2017

This 90-minute program will review a number of estate, gift, income tax and estate tax planning techniques and strategies that can be used in conjunction with irrevocable trusts, and the large variety thereof.

While most programs have concentrated on the use of &ld....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Christopher J. Denicolo

Available Now On Demand

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

A great many clients have one or more S corporations which generate income or hold investments and will eventually pass to be held under trusts, to be valued for estate and gift tax purposes, and to be sold and become subject to capital gains or ordinary income treatment.<....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

On Thursday, November 7, the Service released 122 pages describing proposed regulations which will modify Required Minimum Distributions (RMDs). The new rules must be understood by those whose provide advice regarding RMDs – including post-mortem RMDs. This 60-minute ....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

Many years ago, when a client asked to amend his or her irrevocable trust, the answer was usually “no”.  But there are now decanting statutes in 29 states that allow a trustee to distribute trust assets into a new irrevocable trust for the benefit of one or mo....more.

  More Info. Watch ON - DEMAND



Ed Morrow and Paul Hood

Available Now On Demand

Early Termination of Trusts: Panacea or Professional Negligence?

In this day and age of high federal estate tax applicable exclusion amounts, many clients desire to terminate trusts that they perceive to no longer have value in their estate planning. These could be by-pass trusts, life insurance trusts or other irrevocable trusts. ....more.

  More Info. Watch ON - DEMAND



Alan Gassman and John Beck and Leslie Share

Available Now On Demand

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


Many practitioners are unaware that Wyoming and New Hampshire have created an entity fashioned after foreign law called a statutory private foundation which, unlike the private foundations we are all familiar with, are non-charitable and are generally used to bene....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Brandon Ketron

Available Now On Demand

Creative Trust Planning to Save Taxes Under Section 199A And Otherwise
Section 199A gives the opportunity to save 20% from otherwise applicable tax rates
for high income taxpayers who would otherwise not qualify under the SSTB (Specified
Service Tade or Business) and Wage/Qualified Prop....more.
  More Info. Watch ON - DEMAND



Joe Elsasser

Available Now On Demand

10 Weird Social Security Rules/Practices

The Social Security program has a number of unique rules and practices that can make Social Security planning complex and challenging. In his exclusive LISI webinar Covisum® Founder and President, Joe Elsasser, CFP, will outline 10 of these rules and practices and tal....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

Final Regs Released 10/25: Major Changes to Transfer for Value Rule! - TD 9879
2017 tax reform attacked sales on the life insurance settlement market.  Such sales and similar transactions are “reportable policy sales.”  Generally, when a policy has been transferred in such a sale, its death benefits will be subjected to income tax....more.
  More Info. Watch ON - DEMAND



Alan Gassman and John Beck

Available Now On Demand

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

Estate planners need to be familiar with a good number of charitable planning rules that apply for both tax and state law purposes.

Many of these rules interact with e....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Proactive 2019 Year End Planning

Year-end planning is an essential annual task and the last two months of 2019 will move quickly. Those who fail to plan, will lose out. Now is the time for you to encourage your clients to act. In this course Bob will discuss the following year-end planning strategies:

....more.
  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

USE THIS LIMITED TIME LINK FOR DISCOUNT REGISTRATION FOR THE COMPLETE 7 PART SERIES

Basis Step-Up Strategies for Equipment and Real Estate

Although business interests receive a new....more.

  More Info. Watch ON - DEMAND



Alan Gassman and William Prescott

Available Now On Demand

Dentists Are Different
There are a great many services that dentists and dental practices need from lawyers, CPA's and financial advisors that are not being fulfilled for many of them.  As compared to medical doctors and many other professionals, dentists as a whole have n....more.
  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

Life Insurance and S Corporations: Know the Rules

S Corporations are a popular entity for business owners and they often need or want to purchase life insurance.  There are some tricky issues that can come up with life insurance and S Corporations, so it is extremely important to understand the rules, traps and potential....more.

  More Info. Watch ON - DEMAND



Steven M. Hogan

Available Now On Demand

Life After Wayfair: Multi-State Tax Problems for Everyone

The U.S. Supreme Court’s 2018 decision in South Dakota v. Wayfair radically changed how state sales and use taxes work in this country. For decades, the rule was that a business without a physical presence in a state could not be forced by that state t....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

In this episode of Paul's series, Paul will review a composite annotated power of substitution form (“Swap Power”) that is based on the case law, published rulings and private letter rulings. Does your Swap Power consider the following qu....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The Dynasty Trust is an integral part of any estate planner's practice.  But not all Dynasty Trusts are created equal.  There are different ways to design and draft a Dynasty Trust.  Which situs should be used, and why? How do we design an irrevocable Dynasty Tr....more.

  More Info. Watch ON - DEMAND



Jay Adkisson and David Neufeld

Available Now On Demand

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

The IRS's 831(b) settlement offer has been described as a ‘Christmas came early this year’ sweetheart deal for the taxpayers who have....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

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

Despite the current continuing economic expansion, interest rates have fallen considerably in recent months. This development is important because just as many wealth transfer techniques are interest rate dependent, man....more.

  More Info. Watch ON - DEMAND



Alan Gassman and Ken Crotty

Available Now On Demand

Estate Tax Planning with Family Entities After Powell and Strangi

The Tax Court case of Powell v. Commissioner held that Mr. Powell's estate was considered to own the assets that he contributed to a limited partnership because he indirectly retained the power to determine if and when there would be a ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

IRC § 199A for Real Estate

Tax reform has produced great opportunities and significant traps for the unwary. This is especially true for real estate investors and availing themselves of the Section 199A deduction. This webinar will cover the following points:

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

he Hybrid Domestic Asset Protection Trust has become the most important development in the asset protection industry.  But when there are two spouses, a Dual Hybrid APT structure can be used that avoids any sort of Reciprocal Trust arrangement, but yet provides the greate....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

USE THIS LIMITED TIME LINK FOR DISCOUNT REGISTRATION FOR THE COMPLETE 7 PART SERIES

Transitioning Businesses to Key Employees (Including Children)

In “Qualified Business Stoc....more.

  More Info. Watch ON - DEMAND



Steve Gorin & Curtis Kimball & Scott Miller

Available Now On Demand

Understanding "Tax-Affecting" and Other Critical Valuation Issues Impacting Pass-Through Entities after Estate of Aaron Jones v Commissioner
In their exclusive LISI Webinar, Steve Gorin, Scott Miller and Curtis Kimball from Willamette Management Associates, the valuation firm whose testimony generated the first significant taxpayer....more.
  More Info. Watch ON - DEMAND



Michael Geeraerts

Available Now On Demand

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

Many trustees, who are often family members, of irrevocable life insurance trusts (ILITs), don’t realize that they have a fiduciary duty to the trust beneficiaries and to prudently manage the life insurance policy inside the ILIT. It is important for advisors t....more.
  More Info. Watch ON - DEMAND



Kenneth J. Crotty

Available Now On Demand

Avoiding Disaster on Highway 709, How to Complete Form 709 Correctly to Maximize the Benefits for Your Clients

For clients that made taxable gifts in 2018, the deadline for filing a gift tax return is October 15, 2019. Over the past few years, there have been important changes to the gift tax return (e.g., what gifts qualify for certain exclusions) that practitioners should be aware of....more.

  More Info. Watch ON - DEMAND



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

Available Now On Demand

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

Join renowned author, Top 50 Thinker and Performance Coach Srikumar Rao, PhD, and Alan Gassman, JD, LLM, in their 90 workshop presentation that will provide you with 9 innovative and highly effective techniques to enable yo....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Out of the Hood: Analysis with an Attitude

Out of the Hood: Analysis with an Attitude™ 

In the real world, you just can’t neatly separate tax and non-tax issues. This monthly series will feature our own Paul Hood, a longtime L....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Are You Utilizing the GST Rules to Maximum Advantage for Your Clients?
<....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Basic Estate Administration for CPAs & FAs

Some CPAs & FA’s might focus on estate administration; however, it is thrust upon many more. This course provides an overview regarding how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. The course incl....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The Inheritor’s Trust is a special type of trust designed not only for creditor and divorce protection, but also for income tax planning.  The federal estate tax exemption is now so high that very few of our clients need advanced estate tax planning.  This shif....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Brandon Ketron and John Beck

Available Now On Demand

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

Description: This 90-minute program will cover the important tax planning techniques and traps for the unwary that tax advisors who represent real estate developers, investors, landlords, and real estate professionals must be aware of. Participants will gain a better understan....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

USE THIS LIMITED TIME LINK FOR DISCOUNT REGISTRATION FOR THE COMPLETE 7 PART SERIES

Qualified Business Stock Compared to Other Exit Strategies

The IRC § 1202 exclusion for qualified....more.

  More Info. Watch ON - DEMAND



Alan Gassman,Christopher J. Denicolo,

Available Now On Demand

Why Our Trusts Are Different than All Other Trusts

Gassman, Crotty & Denicolo, P.A. have been developing their trust forms since 1984, and have accumulated and assembled a great many provisions and structures within revocable and irrevocable trusts that can be of great use to practitioners in all states. In their exclusive....more.

  More Info. Watch ON - DEMAND



Howard Zaritsky, Marty Shenkman, Sandy Glazier

Available Now On Demand

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

Estate planning is itself inherently risky. Tax laws change, often dramatically. Many of these changes can’t be anticipated when an estate plan is created. Clients may not be sophisticated enough to understand when legal, family or financial changes merit a revision in the ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Despite the current continuing economic expansion, interest rates have fallen considerably in recent months.  This development is important to those seeking to minimize their tax-liabilities because the efficacy and effectiveness of many wealth transfer techniques are....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Brandon Ketron and John Beck

Available Now On Demand

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

Description: This 90-minute program will cover the important tax planning techniques and traps for the unwary that tax advisors and clients planning for Self-Employment Taxes and Net Investment Income Taxes must be aware of. Participants will gain a better understanding of the....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

The Efficacy and Application of 30 Common Trusts

Trust terminology can unfortunately be very confusing. A 100-page document is often named using the terms of a single-clause. However, practitioners must navigate this strange practice if they are to effectively advise their clients. In this presentation, I will cover 30 o....more.

  More Info. Watch ON - DEMAND



Michael Carter

Available Now On Demand

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

Helping business owner clients get an accurate measure of what their business is worth can open a variety of planning opportunities for practitioners. Whether you're an att....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

Estate Planning for Large Estates

The Tax Cuts and Jobs Act of 2017 made sweeping changes to the estate planning landscape.  Suddenly, the federal estate tax exemption was doubled.  Therefore, federal estate tax savings are no longer the focus for most clients.  In fact, the focus seemed to have....more.

  More Info. Watch ON - DEMAND



Jerry Hesch

Available Now On Demand

Jerry Hesch's Guide to What You Must Know Regardless of Whether You Attend the 2019 Notre Dame Institute

Professor Jerry Hesch is well positioned as an author, speaker and practitioner to stay well-informed on a myriad of tax topics and techniques for his greatest passion—creating a two-day income tax and estate planning learning experience.  Jerry agreed to provide....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

The Nitty-Gritty Details of Income Tax Basis

Basis is trickier than it might appear. Many believe they understand the concept, however once mired in a specific case questions emerge. The current estate planning environment requires planners to understand the income tax, especially basis, better than the estate tax. This ....more.

  More Info. Watch ON - DEMAND



Mike Jones

Available Now On Demand

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

Join Mike Jones in his exclusive LISI webinar on Thursday, August 1st where he reviews a number of the significant transfer tax developments impacting estate planning and administration as well as retirement benefits for estate planners. Mike’s webinar will cov....more.

  More Info. Watch ON - DEMAND



Steve Gorin

Available Now On Demand

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

USE THIS LIMITED TIME LINK FOR DISCOUNT REGISTRATION FOR THE COMPLETE 7 PART SERIES

Choice of Entity after 2017 Tax Reform - Basics

2017 tax reform drastically lowered ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

IRAs to Charities and CRTs After the SECURE Act.

There are three strategies to simulate the stretch IRA; Roth conversions, life insurance and the CRT. This class will provide an in depth examination of the charitable remainder trust.

    • What the SECURE Act means for the 10-year r....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Life Insurance and the Secure Act – Strategies and Solutions

Join us and CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA,  for a presentation focused on using life insurance to complement strategies to address the ten year IRA distribution rule under the Secure bill.

During this 90-minute ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Almost six months later we have an added practical perspective on how to apply the 199A regulations and added developments.   Many CPAs have extended returns while developing a better sense only obtained from a busy tax season.
First, refresh your understa....more.

  More Info. Watch ON - DEMAND



Steve Oshins and Bob Keebler

Available Now On Demand

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

The Supreme Court's decision in Kaestner marks the beginning of a massive paradigm shift in the world of trust planning.   The Court held that North Carolina could not tax an out-of-state trust simply on the basis of the discretionary beneficiary....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The Tax Cuts and Jobs Act of 2017 made sweeping changes to the Dynasty Trust landscape.  Suddenly, the federal estate tax exemption was doubled.  Therefore, Dynasty Trusts are no longer focused on federal estate tax savings.  So where do we shift our focus? ....more.

  More Info. Watch ON - DEMAND



Brandon Ketron, Christopher J. Denicolo and Kenneth J. Crotty

Available Now On Demand

Estate Planning Mathematics and How It Impacts Strategy Selection and Use

This new webinar presented by Kenneth J. Crotty, Esq., Christopher Denicolo, Esq., and Brandon Ketron, Esq. will provide a timely discussion on the potential risks, tricks and traps for the unwary that can be present if planners do not “run the number....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

TOP INCOME TAX PLANNING OPPORTUNITIES For 2019

Based on the planning ideas in Bob Keebler’s Top 40 Tax Planning Opportunities For 2019, Bob and Michael Geeraerts will review many of the great ideas in the book.  Clients are constantly asking for c....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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.

For purposes of federal estate and gift taxes, a portability election allows a DSUE ("deceased spousal unused exclusion") amount to become available for application to the surviving spouse's subsequent transfers during life or at death.
In today’s ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Tax Aspects of Decanting - A 2019 Update

Decanting is the act of distributing the assets of an old trust to a new one with more favorable terms.  It provides an easy, inexpensive method of correcting errors or ambiguities, adapting a trust to changes in a settlor’s objectives or changes in a benefic....more.

  More Info. Watch ON - DEMAND



Bob Keebler & Stephen J. Bigge

Available Now On Demand

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act

The Secure bill, pending in the Senate, changes the mathematics of wealth transfer planning for IRAs.  From an income tax standpoint, Roth conversions mitigate the negative bracket arbitrage of year ten payout.  

While many professional adv....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

The end is Near for the Stretch IRA – How to Simulate the Benefits For Your Clients

The paradigm shift from life expectan....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

Estate Planning Opportunities For 2019

Based on the planning ideas in Bob Keebler’s Top 40 Tax Planning Opportunities For 2019, Bob and Michael Geeraerts will review many of the great ideas in the book.  Clients are constantly asking for c....more.

  More Info. Watch ON - DEMAND



Bob Keebler, Jonathan Blattmachr, Marty Schenkman

Available Now On Demand

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

Democratic Senator Bernie Sanders Estate & Gift Tax Proposal:
Plan before a return to 2009 but limited discounts, GRATs & IDGTs

 ....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

Asset protection knowledge is necessary for anyone in the estate planning or financial planning industries.  Unfortunately, the industry is filled with bogus asset protection structures that likely won’t protect the assets when the structure is tested.  A large....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to e....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Robert Keebler, CPA/PFS, MST, AEP in this webinar will focus on how the income tax is the new estate tax under the tax bill.  This is a “must see” webinar for advisors in the wealth transfer space.  During this webinar, Bob will cover the following to....more.

  More Info. Watch ON - DEMAND



Bob Keebler, Jonathan Blattmachr, Marty Schenkman

Available Now On Demand

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

Democratic Senator Bernie Sanders Estate & Gift Tax Proposal:
Plan before a return to 2009 but limited discounts, GRATs & IDGTs

Income and transfer tax planning for the wealthy is unfortunately fl....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Issues in Income Shifting-What’s Past is Prologue

Issues in Income Shifting-What’s Past is Prologue. One of the most common battlegrounds in taxation for more than a century has pitted the IRS against taxpayers who attempt to divert taxable income to persons who are in lower income tax brackets. By ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Sales to Grantor Trusts

Sales to grantor trusts can be very beneficial for your clients, if done correctly.  There are various ways to structure this transaction, each having its own pros and cons.  The Woelbing case recently docketed in the U.S. Tax Court requires a de novo....more.

  More Info. Watch ON - DEMAND



Barry D. Flagg

Available Now On Demand

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

On July 18th 2018, the New York Department of Financial Services (NY DFS) issued a Best Interest Rule Regulation 187 that (re)defines the meaning of “clients’ best interests” for life insurance product recommendations effective February 2020. Regulation 1....more.

  More Info. Watch ON - DEMAND



James P. Weller, JD, LL.M

Available Now On Demand

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

In this exclusive LISI Webinar, Jim Weller will discuss IRC §1400Z and the second set of proposed regulations that were recently sent to the Office of the Federal Register for publication.

IRC §1400Z was ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

Retirement plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences. This presentation will review foundation concepts, describe some common disa....more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

Avoiding Estate and Trust Litigation and Disputes
This 60 minute presentation will provide a number of innovative and
easy to implement strategies that advisors can use to reduce the risk and
impact of estate and trust disputes while providing trust language, client
fr....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

199A Case Studies with Newly Issued Tax Compliance Forms

The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with a number of tricky questions that require detailed quantitative analysis before clients can be properly advised on what to do. On April 16, 2019 the IRS issued brand new 199A forms. Join ....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

Finding the 199A Sweet Spot - Revisited for Final Regulations
199A may be the most important development that came out of the Tax Cuts and Jobs Act, and is clearly a hot topic that clients and advisers need to understand.

Join nationally recognized 199A expert Bob Keebler in h....more.
  More Info. Watch ON - DEMAND



Bob Keebler and Keith Schiller

Available Now On Demand

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

In their exclusive LISI Webinar, Bob Keebler and Keith Schiller provide you with their insider’s tips on how to avoid nasty estate and gift tax audit traps. Let these nationally recognized experts get you up to speed on everything you need to know about IRS transfer tax ....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Brandon Ketron and Steve Gorin

Available Now On Demand

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
On Thursday, April 4th, Audrey Ellis from Treasury's Office of Tax Policy presented on an ABA Section 199A webinar and said three things that significantly impact our understanding of the 199A landscape. Be sure to join Alan Gassman and&n....more.
  More Info. Watch ON - DEMAND



Alan Gassman,Christopher J. Denicolo,

Available Now On Demand

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

Alan S. Gassman, Christopher Denicolo and Brandon Ketron will discuss estate planning opportunities and traps for the unwary brought about by the Final Regulations under Internal Revenue Code Section 199A. This presentation will highlight the numerous pitfalls and potential o....more.

  More Info. Watch ON - DEMAND



Alan Gassman,Christopher J. Denicolo,

Available Now On Demand

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

Alan S. Gassman and Christopher Denicolo will navigate the myriad issues estate planners will need to know about Florida Law in order to best assist and service their snowbird clients who reside or conduct business in Florida. The webinar will address unique aspects of Florid....more.

  More Info. Watch ON - DEMAND



Bob Keebler & Peter Melcher

Available Now On Demand

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

CRITICAL TAX SEASON §199A ISSUES IN 30 MINUTES
 PLUS 60 MORE MINUTES OF OPEN QUESTIONS<....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Christopher Denicolo and John Beck.

Available Now On Demand

Creative Planning Strategies Under the Final 199A Regulations, with a Focus on Real Estate, Small Businesses and Professional Practices!

Join Alan Gassman, Chris Denicolo and John Beck for their fast-paced, content-packed, webinar that will review a variety of creative planning strategies that are available under the new final 199A regulations, with a particular focus on real estate, small businesses and profes....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

How To Accurately Prepare the 709 Gift Tax Return

In his webinar, Bob provides advisors with an important refresher course on gift tax returns. This 90 minute course reviews the critical gift and GST issues encountered when preparing federal gift tax returns, Form 709. This simply is a "must see" webinar s....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The SALT deduction now limits the deductibility of state & local taxes paid to only $10,000 per year.  This relatively recent change in the law has made state income tax planning arguably the most important area of practice.  The stakes are much, much higher for ....more.

  More Info. Watch ON - DEMAND



Alan Gassman, , John Beck & Michael Lehmann

Available Now On Demand

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
In this highly informative webinar, Alan, John Beck and Michael Lehmann discuss how taxpayers can donate to, manage and control private operating foundations. Issues they will cover include the following:

    1.    Selection of public....more.
  More Info. Watch ON - DEMAND



Bob Keebler and Michael G. Goller

Available Now On Demand

Penalty Proofing Your Client's 199A Deduction: How To Avoid Penalties

This class will prove to be one of Bob’s most timely, insightful and actionable classes.   Joining Bob will be Michael Goller, JD a nationally recognized tax lawyer who has taught practice and procedure at the graduate school level and for 1,000s of CPAs a....more.

  More Info. Watch ON - DEMAND



Michael Geeraerts

Available Now On Demand

199A for Insurance Producers - Deduction Ramifications

Section 199A can be a labyrinth of confusion. How insurance producers may benefit from a 199A deduction has been somewhat muddled. Now that Final Treasury Regulations have been released, we have some answers. Join Michael Geeraerts in his LISI webinar on Ma....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Section 199A Planning for Real Estate: Everything Real Estate Investors and Their Advisors Need to Know to Maximize the 199A Deduction
more.
  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

Grantor trusts are ubiquitous in estate planning, but significant uncertainty still exists amongst practitioners about the “right” powers to make the trust a grantor trust for income tax purposes. In this dynamic 90 minute program, Paul Hood will....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series

Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Properly Preparing the Form 706 Estate Tax Return Series (Including Portabliity Issues)

Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Brandon Ketron

Available Now On Demand

199A Planning After the New and Now Modified February 4th Final Regulations: What We Can and Should Do Now That the Dust Has Settled
more.
  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

You’ve all heard of a Spousal Lifetime Access Trust, otherwise often called a SLAT.  But what is it, and where does it fit into your clients’ estate plans? Did you know that you can set up a SLAT where the assets are protected from creditors and divorcing spou....more.

  More Info. Watch ON - DEMAND



Lee Slavutin and Marty Shenkman

Available Now On Demand

Life Insurance Planning After TCJA
In their exclusive LISI Webinar, Lee Slavutin and Marty Shenkman will cover the following topics:

      • The new tax law impacts life insurance plann....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

199A Post-Final Regulations Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with a number of tricky questions that require detailed quantitative analysis before clients can be properly advised on what to do. Join Bob Keebler in his exclusive LISI&....more.
  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

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

Choice of entity 2019-what’s new to consider? Is there a “Holy Grail” of entity forms? What’s the proper way to approach choice of entity evaluations? Paul Hood w....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

Steve Oshins: 2019 Trust Decanting Update

An irrevocable trust is no longer irrevocable.  Many years ago, when a client asked to amend his or her irrevocable trust, the answer was usually “no”.  But there are now decanting statutes in 29 states that allow a trustee to distribute trust assets into....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

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

Advisers must have a strong understanding of Section 199A for the upcoming tax return filing season and understand its intricate calculations.  Join nationally recognized 199A expert Bob Keebler and Michael Geeraerts in their exclusive LISI ....more.

  More Info. Watch ON - DEMAND



Michael Geeraerts

Available Now On Demand

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

Advisers must have a strong understanding of 199A when filing 2018 tax returns.  Join Michael Geeraerts in his exclusive LISI webinar on February 1 @ 3pm ET where he will review important 199A calculations and tax return filing requirements. Watching th....more.

  More Info. Watch ON - DEMAND



Alan Gassman, Marty Shenkman, Brandon Ketron

Available Now On Demand

Planning Strategies Under the New Section 199A Final Regulations: Who, What, Where, When and Why
Nationally recognized legal/tax experts Alan Gassman, Jonathan Blattmachr and Martin Shenkman combine to share their expertise the recently-released final 199A regulations. Their exclusive LISI presentation will profile changes resulting from the new final regulations and the pla....more.
  More Info. Watch ON - DEMAND



Marty Shenkman

Available Now On Demand

Marty Shenkman’s Review of the Proceedings of the 53rd Heckerling Institute on Estate Planning

Over the course of many years, LISI has been delighted to provide members with Marty Shenkman’s notes from the proceedings at the Heckerling Institute on Estate Planning. Heckerling, as it is ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Breaking News: The Final 199A Regulations Have Been Released, Bob Keebler Covers It All in His Exclusive LISI Webinar!

The Treasury/IRS released the final 199A regulations on Friday, January 18th, which can be found at this link: more.

  More Info. Watch ON - DEMAND



Jay Adkisson

Available Now On Demand

831(b) Captive Insurance State of the Union with Jay Adkisson
A survey of the 831(b) captive insurance landscape, including what captives still are viable and which are not, the latter topic including the promoter audits, tax court case losses, class action lawsuits, and financially-distressed captive managers. Includes discussion on h....more.
  More Info. Watch ON - DEMAND



Bruce Steiner

Available Now On Demand

Roth Conversions: Everything the Sophisticated Advisor Needs to Know

Roth conversion are poised to be one of the hottest planning techniques in 2019. Join Bruce Steiner in his exclusive LISI webinar where he provides advisors with everything they need to know to operate in the technical but lucrative field.

more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

Your clients either have or will have settled trusts and eventually will have an estate which will be subject to federal income taxation and compliance often involves unique concepts you must understand. In this exclusive LISI webinar, Bob Keebler will get you quickly up t....more.

  More Info. Watch ON - DEMAND



Howard Zaritsky

Available Now On Demand

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


2018 was an interesting year, even without any significant tax legislation.  Treasury and the IRS issued numerous regulations and rulings; the Tax Court opined on several major issues involving charitable deductions, split-dollar life insurance arrangements, valua....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting

Although you may regularly prepare Form 709s (federal gift tax returns), these are more advanced level reporting issues that you may not be familiar with - - and you need to know.

  • How to be sure you clearly and fully u....more.
  More Info. Watch ON - DEMAND



Mike Jones

Available Now On Demand

Significant Recent Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration
Join Mike Jones in his exclusive LISI webinar on Friday, January 4th where he reviews a number of the significant and recent transfer tax developments impacting estate planning and administration. Mike’s webinar will review a broad range of t....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Tax Planning for Selling a Business

Exit planning is one of the hottest topics in the financial services industry. Understandably, the sale of a business often represents the culmination of years, if not a lifetime, of a client’s hard work, and one of the most issues impacting sale transactions is how it t....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Choice of Entity Planning

The Section 199A 20% small business deduction and the lowering of the top  corporate income tax rate to 21% are the largest opportunities in the Tax Cuts and Jobs Act. Both of these changes present business owners with an important but difficult “choice of enti....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Proactive Year-End Tax Planning

Regardless, whether you’re a financial advisor, life insurance agent, CPA or attorney, you need to be advising your clients as to the best course of action for the time remaining in 2018 and into 2019.

 

The TCJA changed everything necessitating a co....more.

  More Info. Watch ON - DEMAND



James P. Weller, JD, LL.M

Available Now On Demand

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

In this exclusive LISI Webinar, Jim Weller will provide an in-depth discussion of the Qualified Opportunity Fund Proposed Regulations issued under IRC §1400Z on October 19, 2018. 

IRC §1400Z not only encourages private investment in low-income ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Taxation of Real Estate After the Tax Cuts and Jobs Act
Tax reform has produced great opportunities - and potential pitfalls - for clients with real estate. Explore some of the key issues, including the new Section 199A deduction for pass-through income and how it relates to real estate. Learn about the new limitation on the deducti....more.
  More Info. Watch ON - DEMAND



Christopher Denicolo, Ed Morrow and Brandon Ketron

Available Now On Demand

10 Biggest IRA-Trust Mistakes

In their exclusive LISI webinar, Christopher DenicoloEd Morrow and Brandon Ketron will discuss the 10 Biggest IRA-Trust Mistakes. Their program will examine using trusts with respect to planni....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

In his fast-paced, information packed webinar, Bob Keebler will cover the planning strategies that have arisen since the Tax Cuts and Jobs Act was enacted in December of 2017. This class is ideal for anyone advising wealthy clients who are looking for estate and ....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Planning for the Surviving Spouse

The Best Laid Plans…Planning for the Surviving Spouse: In his exclusive LISI webinar, Paul Hood will cover a panoply of selected issues that arise in estate planning for surviving spouses. Paul will cover planning in a positive light vis-a-vis th....more.

  More Info. Watch ON - DEMAND



Chuck Rubin

Available Now On Demand

Florida Homestead Law Made Easy – Well, At Least Easier

From law students to seasoned professionals, those who have crossed paths with Florida homestead law are aware of its complexity, challenges, and malpractice traps. In this seminar, Charles (Chuck) Rubin, author of Rubin on Florida Homestead, will provide advice, c....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Do's and Don'ts of 199A Planning

The Do’s and Don’ts of 199A Planning promises to be our most insightful 199A class yet. Unlike the traditional code and regs appr....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

The purpose of this 90 minute presentation is to provide an overview of most of the major tools and techniques currently in use in estate planning, and it covers more than 40 estate and charitable planning tools and techniques presently in use. Paul will an....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

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

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

more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

Dynamic Planning Strategies for the Well Informed Advisor
Advisors have a number of outstanding opportunities and also
difficult decisions to make when helping all categories of clients and
projects, but face a complicated and not always well explained series of
choices that make it difficult to decide what to do,....more.
  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses:
This 90 minute program will cover defined value transfers from soup to nuts. Paul will cover all of the important cases and rulings involving defined value transfers beginning with the Fourth Circuit’s Procter decision and going up to the present with the Wan....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

199A and Specified Service Businesses

With the tax filing season right around the corner, it’s vital that advisors have a clear understand of the complicated rules in Section 199A regarding “Specified Service Trades or Businesses." The definition in the statute is broad and flexibl....more.

  More Info. Watch ON - DEMAND



Cynthia D.M. Brown

Available Now On Demand

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

Have you ever wondered what goes into a trustee’s decision to pay a bill?  It’s not just a question of money.  Like every discretion exercised by a trustee, it is a weighing of options and a balancing of duty v. prudence.
This presentation w....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Do You Trust?-The Anatomy of a Trust:

Do You Trust?-The Anatomy of a Trust: In this 60 minute program, Paul will examine the outline and anatomy of a trust. Utilizing actual trust clauses, Paul will cover how a trust is organized by breaking it down into its component pa....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

In this 90 minute program, Paul Hood will address selected topics important for advising today’s complex modern family, including the following:

•       Preparing for Initial Meeting

•    &n....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Michael Geeraerts

Available Now On Demand

Finding the 199A Sweet Spot
199A may be the most important development that came out of the Tax Cuts and Jobs Act, and is clearly a hot topic that clients and advisers need to understand.

Join nationally recognized 199A expert ....more.
  More Info. Watch ON - DEMAND



James P. Weller, JD, LL.M

Available Now On Demand

INVESTING IN QUALIFIED OPPORTUNITY FUNDS

Breaking News: The Qualified Opportunity Fund Regulations Have Just Been Issued!

In this exclusive LISI webi....more.

  More Info. Watch ON - DEMAND



Christopher Cahill & Timothy Borchers

Available Now On Demand

Second Home Savvy

Second Home and Heirloom Property Planning: What’s the all the Fuss about for this Unique Asset? Learn what Works 90% of the Time to successfully plan for the Vacation Home, and What To Do About the Other 10%

In this exclusive LISI webinar, Tim Borchers, Esq.,....more.

  More Info. Watch ON - DEMAND



Jerry Hesch, Alan Gassman and Marty Shenkman

Available Now On Demand

Proceedings from the 44th Annual Notre Dame Tax & Estate Planning Institute

Couldn’t attend the  44th Annual Notre Dame Tax and Estate Planning Institute? LISI has the next best thing to being there!
On Tuesday, October 23rd, join program director Jerry Hesch a....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

In the 1990s, it seemed that nearly every client needed an Irrevocable Life Insurance Trust (ILIT) to keep the life insurance death benefit out of their taxable estate given the low estate tax exemption.  Fast forward to 2018 and roughly 99.9% have no federal estate tax a....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

New 1041 Class

Your clients either have or will have settled trusts and eventually will have an estate which will be subject to federal income taxation and compliance often involves unique concepts you must understand. In this exclusive LISI webinar, Bob Keebler will get you quickly up to sp....more.

  More Info. Watch ON - DEMAND



Andy DeMaio

Available Now On Demand

Practical Estate Planning for Digital Assets under RUFADAA

Forty-three states have enacted the Revised Uniform Fiduciary Access to Digital Assets Act promulgated by the Uniform Law Commission.  The Act establishes rules and procedures by which executors, trustees, agents under powers of attorney, and court appointed guardians a....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

In his exclusive LISI webinar, Paul Hood will review a number of general drafting errors that are commonly found in all sorts of estate planning and closely held entity documents, together with practice tips to avoid those problems. This web....more.

  More Info. Watch ON - DEMAND



Steve Oshins, Jay Adkisson

Available Now On Demand

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown

Join Steve Oshins and Jay Adkisson, arguably the two most influential attorneys in the asset protection industry, as they go head-to-head in this once-in-a-lifetime Smackdown webinar to determine whether Domestic Asset Prot....more.

  More Info. Watch ON - DEMAND



Mike DiMayo

Available Now On Demand

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

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

Recent tax court decisions offer insight into compliance and best practices for micro-captives of the future. The best way for advisors to understand these signif....more.

  More Info. Watch ON - DEMAND



Eric Naison-Phillips

Available Now On Demand

Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results
In this 60-minute LISI webinar, Winged Keel Principal Eric Naison-Phillips will provide an inside look at the growing appeal of Private Placement Annuity and Life Insurance products, a real-time update on the evolution of the Insurance-Dedicated Fund (IDF) landscape, and sophisti....more.
  More Info. Watch ON - DEMAND



Jonathan Gopman and Paul D'Alesandro

Available Now On Demand

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

Gopman/D’Alessandro: Part II: Foreign (and Domestic) Trusts: Tax Issues and the Impacts of the 2017 Tax Cuts & Jobs Act


In Part II of their exclusive LISI webinar, Jonathan Gopman and Paul D’Alessandro will provide planners with a com....more.

  More Info. Watch ON - DEMAND



Steve Leimberg & Linas Sudzius:

Available Now On Demand

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

Our clients don’t necessary tell us when they are going through a divorce!  Yet ignorance about the potential costs, inattention to the risks or the details, or arrogance about outcomes with respect to life insurance beneficiary designations during and after divorce....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will explore the mathematics of the deduction with an iterative case-study approach.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

What Estate and Tax Planners Need to Know About Bankruptcy

What Estate and Tax Planners Need to Know About Bankruptcy

In his exclusive, 90 minute LISI webinar, Alan Gassman will cover strategies, traps for the unwary and the aspects of bankruptcy that all estate ....more.

  More Info. Watch ON - DEMAND



Steve Leimberg & Linas Sudzius:

Available Now On Demand

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

Our clients don’t necessary tell us when they are going through a divorce!  Yet ignorance about the potential costs, inattention to the risks or the details, or arrogance about outcomes with respect to life insurance beneficiary designations during and after divorce....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Roth Conversions after Tax Reform

While many professional advisors know about the basic rules of Roth IRAs, they do not understand the economic/tax intricacies associated with them.  Unfortunately, the failure to understand the mathematical fundamentals of Roth IRAs can lead to making disastrous decisio....more.

  More Info. Watch ON - DEMAND



Larry Brody & Steve Leimberg

Available Now On Demand

Transfer for Value – Transactional Analysis

Larry Brody & Steve Leimberg: Transfer for Value – The Thorn on the Rose
Spinning Gold into Straw is never a good thing!  Yet ignorance, inattention, or arrogance with respect to everyday (and seemingly innocuous) life....more.

  More Info. Watch ON - DEMAND



Larry Brody & Steve Leimberg

Available Now On Demand

Transfer for Value – The Thorn on the Rose

Larry Brody & Steve Leimberg: Transfer for Value – The Thorn on the Rose
Spinning Gold into Straw is never a good thing!  Yet ignorance, inattention, or arrogance with respect to everyday (and seemingly inn....more.

  More Info. Watch ON - DEMAND



Jonathan Gopman and Paul D'Alesandro

Available Now On Demand

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

In their exclusive, two-part LISI webinar, Jonathan Gopman and Paul D’Alesandro will provide planners with a comprehensive review offshore asset protection trusts. They will discuss the important practical concerns of structuring offshore trusts, including what a foreign....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The last few pages of the recent IRC Section 199A and 643(f) Proposed Treasury Regulations are arguably the most important for estate planners who are looking for ways to exploit and maximize the new 20% pass-thru business deduction.  IRC Section 643(f) restricts the nu....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

From the School of Hard Knocks: Thoughts About the Initial Client Interview
Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by estate planners. In his exclusive LISI webinar, Paul will conduct an in-depth look at the initial planning client interview, principally by directl....more.
  More Info. Watch ON - DEMAND



Alan Gassman, Marty Shenkman, Jonathan Blattmachr and Brandon Ketron

Available Now On Demand

199A Planning Under the Proposed Regulations: Choosing Planning Strategies to Position Clients for Optimum Tax Avoidance.
The proposed 199A regulations have finally been released!

The best way for advisors to understand how this guidance package will impact clients is to join three of the country's leading 199A experts, (Alan Gassman, Marty Shenkman, ....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

What the Financial Professional Really Needs to Know About Tax Reform

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 prof....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Estate Planning for Qualified Retirement Plans and IRA’s

Paul Hood: Estate Planning for Qualified Retirement Plans and IRA’s Qualified retirement plans and IRA’s often are your client’s biggest asset. However, the rules can be counterintuitive and complex. In his exclusive LISI webinar, Paul Hood will review a nu....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

The best way to prepare for this important development is twofold. 

First, refresh your understanding on the current 199A rules. Second, join nationally recognized 199A expert Bob Keebler in his exclusive 90 minute more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Understanding and Completing Form 706
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding ....more.
  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

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, more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks
The executor of any new estate required to file a Form 706 must understand the basis consistency rules. These rules and new IRS Form 8971 are an information reporting regime to maintain consistency between the values reported on an estate tax return and t....more.
  More Info. Watch ON - DEMAND



Lee Slavutin & Bob Keebler

Available Now On Demand

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

Lee Slavutin & Bob Keebler: Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act
In this fast-paced webinar, Lee Slavutin and Bob Keebler will review and comment on a number of important life insurance planning strategies that are presented aft....more.

  More Info. Watch ON - DEMAND



James P. Weller, JD, LL.M

Available Now On Demand

The Private Trust Company Solution

In his exclusive LISI webinar, Jim Weller will provide an overview of private trust companies, and why certain families are forming them to manage and preserve family wealth.  A private trust company, also known as a family trust company, is an entity formed and authorize....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

Knowledge of how to design estate planning techniques is as important as knowledge of estate planning tools and techniques. There is no “Magic Eight Ball” in how to design estate planning tools and techniques. The best that we can hop....more.

  More Info. Watch ON - DEMAND



Howard Zaritsky and Brent Berselli

Available Now On Demand

Planning with Intergenerational Split-Dollar After Cahill and Morrissette

The Tax Court’s recent opinion in Estate of Cahill v. Commissioner and an order in Estate of Morrissette v. Commissioner strongly suggest that the Court will reject a low estate tax value for a decedent's interest in a typical interg....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

The Human Side of Estate Planning/Psychology of Estate Planning

Paul Hood will discuss the psychological factors at play for both clients/donors and estate planners/development professionals alike. He will introduce three psychological phenomena (transference, countertransference and triangles) at work in every day estate/charitab....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

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

Save a bundle with a bundle.

Click here to see the Bundle of all 3 Split Dollar Webinars ....more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

Asset Protection for Businesses and Their Owners
While a great many planners are familiar with planning techniques to protect individuals and their investments, business and investment entities also need to be protected from creditors of the entities.  During Alan Gassman's exclusive LISI webinar, learn the many ....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

What CPAs and Financial Planners Should Know About Trusts and Estates

This is a survey course on the intergenerational transfer of property - focusing on what the CPA should know about trusts and estates. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to unders....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

199A Case Studies - A Refresher

Understanding New Section 199A – A Case Study Approach

 

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will....more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

Asset Protection Opportunities You May Not Know About
Join Alan Gassman for this 90 minute discussion of a number of creditor protection
strategies that are not commonly used or understood by planners, as well
as tax planning opportunities and traps for the unwary. During his exclusive LISI webina....more.
  More Info. Watch ON - DEMAND



Jonathan Gopman and Paul D'Allesandro

Available Now On Demand

Expatriation: US Tax Planning Considerations and Options in Choosing a Second Passport

A lot has changed in the US tax landscape over the last few months. The historic tax reform that was signed into law at the end of 2017 changed many of the traditional planning techniques and paradigms for US taxpayers, particularly those with cross-border activities. One....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

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

In his exclusive LISI webinar, Paul Hood will review the anatomy of a well designed LLC operating agreement, and will utilize an operating agreement that was drafted for a multi-generational family LLC.  He also will present selected default rules of Delaware LLCs as well as d....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

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

Save a bundle with a bundle.

Click here to see the Bundle of all 3 Split Dollar Webinars ....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

Hybrid Domestic Asset Protection Trust: The Advanced Class
more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

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

In this one-hour session Bob Keebler will review federal income and transfer tax developments from the prior quarter relevant to estate planning and personal financial planning. This includes....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

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

We will discuss what can be done to “fix” these old equity collateral
assignment arrangements, including:

• Taxation of these arrangements under Notice 2002-8

• What its “no inference” provision may ....more.

  More Info. Watch ON - DEMAND



Steve Leimberg and Bob Keebler

Available Now On Demand

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

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate....more.

  More Info. Watch ON - DEMAND



Cynthia D.M. Brown and Todd A. Flubacher

Available Now On Demand

The Directed Trust Model

This presentation will provide an overview as to the current opportunities available in the directed trust arena.  While originally utilized primarily for unique investment strategies, the world of directed trusts has expanded significantly.  Directed trusts are also....more.

  More Info. Watch ON - DEMAND



Martin Shenkman

Available Now On Demand

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

 Class Four: Marty Shenkman - Advanced Planning Ideas
 
In his idea-packed webinar, Marty will cover the following topics:
 
  • What to advice clients o....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709
Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections

In this fast-paced webinar Bob will discuss important elections associated with Form 709, 706, and 1041. The focus of this course will be reviewing returns and identifying k....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

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 

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning fo....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Common Errors in Business Valuation Reports: What Advisors Need To Look For
Business valuation remains important income tax purposes. This 60 minute session will consider What dictates the contents of a business valuation report, the anatomy of a good business appraisal report and 30 common errors and omissions that....more.
  More Info. Watch ON - DEMAND



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.,

Available Now On Demand

Planning for Ownership and Inheritance of Qualified Retirement Plan and IRA Accounts and Benefits in Trust or Otherwise: Opportunities and Pitfalls


Alan Gassman, Christopher Denicolo, Kenneth Crotty and Brandon Ketron will present a discussion of planning for IRAs and other Qualified Plans, and will navigate through the various opportunities and pitfalls associated with planning for such assets. The program will....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

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 

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning fo....more.

  More Info. Watch ON - DEMAND



Steve Oshins and Bob Keebler

Available Now On Demand

Advanced Section 199A with Trusts and Estates

The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act.    This class is designed for lawyers, financial planners, trustees and CPAs that need to explore the limitations of the 199A deduction and how....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

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 

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but th....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Understanding Section 199A - Creating a Solid Foundation
One of the main opportunities in the Tax Cuts and Jobs Act is the Section 199A 20% small business deduction.  CPAs, attorneys, financial planners and trustees will learn techniques to enhance the 20% deduction and examine the limitations of the 199A deduction.  D....more.
  More Info. Watch ON - DEMAND



Cynthia D.M. Brown

Available Now On Demand

Discretionary Distribution Standards: Balancing Duty and Need

Discretionary Standards:
Matching Grantor Intent to Trustee Action

Presented by:     Cynthia D.M. Brown, Esq.

This presentation will familiarize you with the most common distribution standards and provide insight as to their applicatio....more.

  More Info. Watch ON - DEMAND



Ed Morrow and Marty Shenkman

Available Now On Demand

Non-Grantor Trusts (including INGs and SLANTs): Avoiding State Income Tax, Including New York City and State, and Avoiding "Source Income"

Using Non-Grantor Trusts, Including INGs and SLANTs, and Avoiding State Income Tax, Including New York City and State

This session will build on the prior day’s webinar on INGs and SLANTs and concentrate on state income tax issues.&nbs....more.

  More Info. Watch ON - DEMAND



Ed Morrow

Available Now On Demand

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

INGs and Spousal Lifetime Access Non-Grantor Trusts – Not Just for State Income Tax Avoidance: How “INGs” and “SLANTs” Can Save State Income Taxes and Why Tax Reform Makes Them Even More Powerful 

I....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Estate Administration for IRAs

When a client dies with an IRA or qualified plan the estate’s advisors must balance the tax law with a variety of financial and property law issues. In this fact-paced class Bob will address the critical questions that must be reviewed from the first family meeting ....more.

  More Info. Watch ON - DEMAND



Ed Morrow

Available Now On Demand

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
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 Bra....more.
  More Info. Watch ON - DEMAND



Jim Magner and Michael Geeraerts

Available Now On Demand

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

The Tax Cuts and Jobs Act added IRC § 4960 which imposes an excise tax on tax-exempt organizations equal to the corporate tax rate (21%) on compensation over $1 million paid to its five highest-paid employees.  College coaches and athletic directors are often the hig....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

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

Once again, significant tax reform, whether enacted or anticipated, has created great uncertainty with regard to where, when and how life insurance should be used in financial and estate planning. This two-part webinar series will cover the implications of wealth transfer tax ....more.

  More Info. Watch ON - DEMAND



Martin Shenkman,Alan S. Gassman,Jonathan Blattmachr

Available Now On Demand

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

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

Advisors have many choices as to what to do concerning existing and possible....more.

  More Info. Watch ON - DEMAND



Paul Hood

Available Now On Demand

Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements
Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements
 
This 60 minute session will discuss a panoply of important drafting and implementation issues surrounding buy-sell agreements, ....more.
  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

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

Life Insurance Planning After Tax Reform: Planning When the Only Certainty Is Ambiguity, Part 1 April 11th @ 3pm-4pm ET

Once again, significant tax reform, whether enacted or anticipated, has created great uncertainty with regard to where, when and how life insu....more.

  More Info. Watch ON - DEMAND



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

Available Now On Demand

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

This presentation will help practitioners and trustees to better understand what types of events can trigger a change in grantor trust status for a trust and emphasize the importance of regular communication between the family’s advisory team, the trustee and the family.....more.

  More Info. Watch ON - DEMAND



Alan Gassman

Available Now On Demand

What Advisors Needs To Know To Help Their Florida-Based Clients Maximize Their Planning Opportunities!

What Advisors Needs To Know To Help Their Florida-Based Clients Maximize Their Planning Opportunities!
 

Alan S. Gassman, Gassman Law Associates, P.A. & Christopher J. Denicolo, Gassman Law Associates, P.A.

Estate pla....more.

  More Info. Watch ON - DEMAND



Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

Available Now On Demand

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- Click to Listen to Steve Oshins description

Steve Oshins.  Jonathan Blattmachr.  Dick Nenno.  Al King.  Four Hall of Famers, each responsible for much of the rise of their respective trust jurisdictions, coming together for the first time ever, for the GREATEST EVENT IN ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Five Things Attorneys Can Pivot To Without The Estate Tax Click to Listen to Bob's description

Join estate and tax planning expert Robert Keebler as he discusses five of the best income tax and asset protection ideas in 2018. This is one of the best opportunities for lawyers and trust officers to help clients since the Tax Reform Act of 1986. The challenge is a massive ....more.

  More Info. Watch ON - DEMAND



Cynthia D.M. Brown and Jocelyn M. Borowsky

Available Now On Demand

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

This presentation will provide an overview of the typical silent trust (also known as quiet trust) provisions amongst several states and an analysis of how these statutes can cause significantly different results.  It will also include a discussion of:

  More Info. Watch ON - DEMAND



Marty Shenkman and Alan Gassman

Available Now On Demand

Old Trusts, New Tricks. New Trust, Estate and Tax Planning Strategies After Tax Reform

The new tax laws change not only the playing field and strategies that will apply to estate and trust clients who are not super wealthy, but also several key trust planning rules and the tax laws, metrics planning wisdom  that will apply to E....more.

  More Info. Watch ON - DEMAND



Jay Adkisson & David Slenn

Available Now On Demand

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act: Part 4
Understanding UVTA, Part 4: Remedies And Sundry Other UVTA Issues

In the final installment of their 4-part UVTA series, Jay Adkisson and David Slenn consider important "odds and ends" found in the UVTA, including:
....more.
  More Info. Watch ON - DEMAND



Jay Adkisson & David Slenn

Available Now On Demand

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act: Part 3

This segment will consider the defenses available to a transferee in a voidable transactions case, including such critical issues as:
 
(1) Has The Action Been Extinguished By The Passage of Time?
 
(2....more.
  More Info. Watch ON - DEMAND



Bill Lipkind & Steve Oshins

Available Now On Demand

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!”

Residents of states with a state income tax are scrambling to find ways to deduct state income tax against federal income tax now that the state and local income tax deduction is limited to $10,000 per year.  One option is to set up an ING Trust which is also known as an ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Taxation of Real Estate After Tax Reform - Click to Listen to Bob's description

Tax reform has produced great opportunities for clients with real estate, but, there are also traps to watch out for.  Estate or tax planning attorneys, CPAs and financial advisors will benefit by joining us for “Tax Planning for Real Estate Under the Tax ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Practice Management- How to Approach and Help Clients with Tax Reform - Click to Listen to Bob's description
PRACTICE MANAGEMENT: HOW TO APPROACH AND HELP CLIENTS AND REFERRAL SOURCES WITH TAX REFORM

 

The Tax Cuts and Jobs Act of 2017 is providing lawyers, CPAs, trust officers and financial planners with the most important opportunit....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

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

This webinar will try to answer the question of what the “fair market value” of a life insurance policy is for Federal tax purposes, both for Federal income tax purposes (when policies are transferred as compensation or as distributions from qualified retirement pl....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Steve Oshins

Available Now On Demand

Bob Keebler & Steve Oshins: Estate Planning After Tax Reform - Click to Listen to Bob's description

Estate or tax planning attorneys, CPAs and financial advisors will benefit by joining us for “Estate Planning After Tax Reform” a presentation by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA and Steven J. Oshins, J.D., AEP (Distinguished), p....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Taxation of Entities

The TCJA is requiring all of us to brush-up on the choice of entity.   The heart of the issue seems to focus on the 21% corporate rate versus the impact of Section 199A.

Business taxation is complex and the ru....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client's Numbers - Click to Listen to Bob's description

Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with six tricky questions that require detailed quantitative analysis before clie....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Estate Planning for IRAs Payable to Trusts, Plus a 30 Minute Prequel on the Foundational Rules - Click to Listen to Bob's description

During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevert....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Income Tax Planning with IRAs and Qualified Retirement Plans - Click to Listen to Bob's description

Income Tax Planning with IRAs and Plans

 

Retirement distribution planning is often understood from a pure investment perspective. However, many do not fully understand the complex income tax rules.  During this f....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities - Click to Listen to Steve's description

Congress rushed the 2017 Tax Act.  In doing so, they left creative estate planners multiple opportunities to exploit the income tax laws in order to save a substantial amount of federal and state income taxes.  The combination of the nearly unlimited gift tax exempti....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

The Federal Income Tax Treatment of Life Insurance Policies - Click to Listen to Larry's description
This webinar will discuss and analyze a variety of Federal income taxation relating to the ownership of and transactions with life insurance policies, including
 
  • The definitions of life insurance
     
  • Modified endowment contracts....more.
  More Info. Watch ON - DEMAND



Marty Shenkman and Alan Gassman

Available Now On Demand

199A Challenges and Strategies--A Deeper Dive - Click to Listen to Alan's description
Please join us for this advanced level presentation on some of the most important components of Section 199A planning, and related consideration which go beyond the basic provisions and planning aspects of this new statute. 

Items covered will include....more.

  More Info. Watch ON - DEMAND



Martin M. Shenkman, Esq. and Rebecca Provder, Esq.

Available Now On Demand

Matrimonial Planning after the TCJA of 2017 - Click to Listen to Marty's description

Matrimonial Planning after the New Tax Act

The Tax Cut Jobs Act of 2017 (“Act”) dramatically changed planning for matrimonial matters. While most practitioners are aware that the Act permanently changed the taxation of alimony for ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Understanding New Section 199A - A Case Study Approach : Plus Q&A - Click to Listen to Bob's description

Understanding New Section 199A – A Case Study Approach

 

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will....more.

  More Info. Watch ON - DEMAND



Cynthia D.M. Brown

Available Now On Demand

Delaware Trusts: What Advsiors Need to Know - Click to Listen to Cynthia's description

Delaware Trusts: What Advsiors Need to Know, Cynthia D.M. Brown

This presentation will provide advisors with an overview of Delaware trust planning, and is designed to give them the help they need to understand the opportunities available to their clien....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Understanding New Section 199A – A Case Study Approach

 

Understanding and planning with the new Section 199A 20% pass-through business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This webinar will....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Tax Aspects of Decanting - Click to Listen to Bob's description

Decanting is the act of distributing the assets of an old trust to a new one with more favorable terms.  It provides an easy, inexpensive method of correcting errors or ambiguities, adapting a trust to changes in a settlor’s objectives or changes in a benefic....more.

  More Info. Watch ON - DEMAND



Barry D. Flagg

Available Now On Demand

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

Barry Flagg's 6 Essential Ingredients to Life Insurance ADVICE

On the heels of Marty Shenkman’s notes from the proceedings at the Heckerling Institute on Estate Planning, and for reasons discussed in t....more.

  More Info. Watch ON - DEMAND



Marty Shenkman

Available Now On Demand

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

Over the course of many years, LISI has been delighted to provide members with Marty Shenkman’s notes from the proceedings at the Heckerling Institute on Estate Planning. Heckerling, as it is aff....more.

  More Info. Watch ON - DEMAND



Jonathan Blattmachr, Martin Shenkman and Joy Matak

Available Now On Demand

Tax Cuts and Jobs Act: New Insights on Estate Planning with Jonathan Blattmachr, Martin Shenkman & Joy Matak

Be sure to join Jonathan Blattmachr, Martin Shenkman and Joy Matak on Friday February 2nd at 3PM-4PM ET in their exclusive LISIWebinar where they will discuss new insights on estate planning after the Tax Cuts....more.

  More Info. Watch ON - DEMAND



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.,

Available Now On Demand

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

Join Alan Gassman, Ken Crotty, Chris Denicolo, and Brandon Ketron on Thursday February 1st @ 3pm est for a webinar focused on creative planning with flow through entities. This will include a discussion of the impact the Section 199A deduction and the many planning o....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

How To Accurately Prepare the 709 Gift Tax Return

In his webinar, Bob provides advisors with an important refresher course on gift tax returns. This 60 minute course reviews the critical gift and GST issues encountered when preparing federal gift tax returns, Form 709. This simply is a "must see" webinar s....more.

  More Info. Watch ON - DEMAND



Jay Adkisson & David Slenn

Available Now On Demand

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act Webinar 2

This segment answers the question:

What is a voidable transaction?

Many planners are surprised to learn that the voidable transaction laws cast a much wider net than commonly believed.

The five tests for a voidable transaction are discussed in depth:....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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
 

Now that we've had time to analyze what’s in the tax bill, new learning and approaches have developed. As a result, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. The best way to do....more.  More Info. Watch ON - DEMAND



Ed Morrow

Available Now On Demand

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?

The increasing estate/gift/GST tax exemption, now doubling (for now!) to over $11 million with recent tax reform, has understandably taken the focus for the 99.9% away from estate tax planning. Increasingly, the focus is on reducing potential income taxes. A....more.

  More Info. Watch ON - DEMAND



Bob Keebler and Steve Oshins

Available Now On Demand

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

Bob Keebler & Steve Oshins: The New 20% Small Business Deduction - Sophisticated Tax Planning Strategies Lawyers, CPAs and Planners Need to Know
The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. ....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

Non-Judicial Settlement Agreements and Non-Judicial Consent Modifications: How to Amend an Irrevocable Trust
Click to Listen to Steve's Description

Irrevocable trusts aren't necessarily irrevocable! Decanting is one method commonly used to change an irrevocable trust. But it isn't the only method. Two other little-known techniques used to change irrevocable trusts are Non-Judicial Settlement Agreements and Non-Jud....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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
Bob Keebler, CPA/PFS, MST, AEP on Friday January 12th @ 3pm ET in his special LISI webinar focused on how the income tax is the new estate tax under the tax bill. This is a “must see” webinar for attorneys, CPAs, trust offi....more.
  More Info. Watch ON - DEMAND



Howard Zaritsky

Available Now On Demand

Howard Zaritsky’s 2017 Year In Review: An Estate Planner’s Perspective

Howard Zaritsky’s 2017 Year In Review: An Estate Planner’s Perspective

This webinar will discuss some of the most important tax developments of 2017 in the area of estate planning. Topics covered will include the Tax Cut and Jobs Act of ....more.
  More Info. Watch ON - DEMAND



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.,

Available Now On Demand

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
Join Alan Gassman, Ken Crotty, Chris Denicolo, and Brandon Ketron on Friday January 5th @ 3pm est for a webinar focused on estate and gift tax planning in light of the passage of the Tax Cuts and Jobs act which increases the estate and gift tax exemption a....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Detailed Look at How the New Rules in Section 199A for the Deduction for Qualified Business Income of Pass-Thru Entities Work

Join Bob KeeblerCPA/PFS, MST, AEP on Thursday January 4th @ 3pm ET for his special LISI webinar focused on how the new pass-through income taxation rules work. This is a “must see” webinar ser....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

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

Now that we know what’s in the tax bill, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. The best way to do this is to join Bob KeeblerCPA/PFS, MST, AEP o....more.

  More Info. Watch ON - DEMAND



Jonathan Gopman

Available Now On Demand

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

Join Jonathan Gopman and Anna Els for discussion of the unique planning opportunities available with stock in an S ....more.

  More Info. Watch ON - DEMAND



Jay Adkisson & David Slenn

Available Now On Demand

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act Webinar 1

What constitutes legitimate asset protection planning is largely dictated by what the fraudulent transfer laws allow. Poorly understood by most planners, the fraudulent transfer laws are anything but easy to understand, and have numerous hidden exceptions and counterintuitive ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

LISI's Tax Reform Bill Update & New Passthrough Income Taxation: Statutory Review & Short-Term/Urgent and Longer-Term Planning

FLASH: LISI's Tax Reform Bill Update & New Passthrough Income Taxation: Statutory Review & Short-Term/Urgent and Longer-Term Planning

more.

  More Info. Watch ON - DEMAND



Jeff Scroggin

Available Now On Demand

Charitable Traps and Opportunities in Tax and Estate Planning

Jeff Scroggin Charitable Traps and Opportunities in Tax and Estate Planning

In recent years, the IRS appears to have focused substantial attention on charitable planning issues, often to the dismay of donors and heirs. Join Jeff Scroggin in his more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

The Dynasty Trust is an integral part of any estate planner's practice. But not all Dynasty Trusts are created equal. There are different ways to design and draft a Dynasty Trust. Which situs should be used, and why? How do we design an irrevocable Dynasty Trust to provide....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Limited Window of Opportunity - Change in Stock Basis Ordering Rules

The Senate tax reform proposal requires that taxpayers use the FIFO method, which simply means that the oldest lot must be sold or gifted first. That's the easy part; the hard part for advisors is the planning that will need to be done during a very short window of opportu....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

Top Insurance Planning Mistakes and How to Fix Them, Part 2

Life insurance is a powerful and commonly used tool in both estate planning and employee benefits planning, and its flexibility can help clients achieve a number of important objectives. Obtaining the expected results often requires complying with specific, sometimes complex a....more.

  More Info. Watch ON - DEMAND



Alexander Bove

Available Now On Demand

Practical Issues in Using Trust Protectors, Including What Advisors Need To Know About Drafting Trust Protector Provisions: Powers, Duties, Liabilities, Rights & Fiduciary Issues

It’s no secret that the idea of using a protector in our trusts has taken hold on a broad scale here in the United States, and the reasons are clear.  A trust protector can be given the power to adjust the trust provisions to accommodate unanticipated changes in fam....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Bob Keebler's First Look at the House Tax Bill: What Advisors Need to Know Now to Better Inform Their Clients - Plus - Preparing Forms 1041/706/709 - Two for one special

The House's Tax Bill was released on Thursday, November 2nd and we now know what the details look like. This latest step puts Congress on a fast and furious pace to completely re-write the tax code by Christmas, which could bring massive change to clients and practitioners....more.

  More Info. Watch ON - DEMAND



Larry Brody

Available Now On Demand

Top Insurance Planning Mistakes and How to Fix Them, Part 1

Life insurance is a powerful and commonly used tool in both estate planning and employee benefits planning, and its flexibility can help clients achieve a number of important objectives. Obtaining the expected results often requires complying with specific, so....more.

  More Info. Watch ON - DEMAND



Espen Robak & Richard Harris

Available Now On Demand

Intergenerational Split Dollar Life Insurance in the Complex Estate Plan, Part 2: Valuing the Receivable

This webinar covers one of the most controversial valuation topics in tax practice today: how to value the receivable(s) held by the premium payers in intergenerational split-dollar life insurance arrangements.

Espen and Richard will discuss the background of th....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Tax Reform Traps for the Unwary: Developing an Action Plan Now

During his exclusive LISI webinar, Bob will cover new planning issues and opportunities which may arise with tax reform.

Tax Reform will bring massive change to both clients and practitioners alike, and the best way practitioners....more.

  More Info. Watch ON - DEMAND



Marty Schenkman and Steve Leimberg

Available Now On Demand

Estate and Financial Planning Nuggets for a Time of Turmoil!

Join Marty Shenkman and host Steve Leimberg in this 60-minute special LISI webinar where they will cover the following topics:

1. Why and How to structure irrevocable trusts to include an array of non-traditional provisions such as a loan director, hybrid DAPT, LPOA ....more.

  More Info. Watch ON - DEMAND



Eric Naison-Phillips

Available Now On Demand

Private Placement Life Insurance & Annuity Strategies for Wealthy Families: What the Sophisticated Advisor Needs to Know

Please join Eric Naison-Phillips for a 60-minute LISI webinar titled Private Placement Life Insurance & Annuity Strategies for Wealthy Families: Trends, Challenges, and Strategies for Growth in the Private Placement Industry.” Gaining traction as a top investment veh....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:Including New Developments.

Breaking News! The "Big Six" tax reform negotiators released their Tax Reform Framework.

....more.
  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:

Tax Reform will bring massive change to both clients and practitioners alike, and the best way practitioners can prepare is twofold. First, develop a strong sense of where Congress is likely going. Second, join Bob Keebler in his upcoming LISI webina....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Decanting Basics & Taxation.

Decanting is the act of distributing the assets of an old trust to a new one with more favorable terms. It provides an easy, inexpensive method for correcting errors or ambiguities, adapting a trust to changes in a settlor's objectives or changes in a beneficiary's cir....more.

  More Info. Watch ON - DEMAND



Edwin P. Morrow III

Available Now On Demand

IRC Section 678 and Beneficiary Deemed Owner Trusts
....more.
  More Info. Watch ON - DEMAND



Alan Jensen and Brent Berselli

Available Now On Demand

Intergenerational Split Dollar Life Insurance in the Complex Estate Plan.

Alan Jensen and Brent Berselli - Intergenerational Split Dollar Life Insurance in the Complex Estate Plan.
Please join Alan Jensen and Brent Berselli in their 60 minute LISI webinar tilted "Intergenerational Split Dollar Life Insurance in the Complex Estate Plan.&q....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

The Hybrid Domestic Asset Protection Trust: A Third-Party Trust that can turn into a Self-Settled Trust

Asset protection planning is a necessary part of estate planning. In fact, it is nearly impossible to design an estate plan without also including an element of asset protection planning. Some people will argue that Domestic Asset Protection Trusts (DAPTs) are the most protect....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Best Ideas in 2017 - What the Planner Needs to Know

There's no better time than the present for advisors to review some of the best planning ideas in 2017. ....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

Using Non-Grantor Trusts to Save State Income Taxes

This presentation is a must for any planner who is planning in the new estate planning environment which now focuses more on income tax savings than estate tax savings.  Steve will demonstrate how easy it often is to give clients the instant gratification that goes along ....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

Overview of Portability and Rev Proc 2017-34.

For purposes of federal estate and gift taxes, a portability election allows a DSUE ("deceased spousal unused exclusion") amount to become available for application to the surviving spouse's subsequent transfers during life or at death. The has IRS issued numerou....more.

  More Info. Watch ON - DEMAND



Mike DiMayo

Available Now On Demand

What Advisors Need To Know About Captive Insurance Companies After the PATH ACT and Notice 2016-66

2016 was an eventful year for 831(b) captive insurance companies. The PATH Act increased the annual contribution limit to $2.2 mil and also implemented complicated diversification/ownership rules. The IRS then issued Notice 2016-66, which identified certain captive insurance c....more.

  More Info. Watch ON - DEMAND



Steve Oshins

Available Now On Demand

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

 

Steve Oshins "The Private Decanting: A Do-Over Trust While Maintaining Privacy From Your Family" Monday, June 5th @ 3:00pm EDT

All paid attendees will have access to a recorded version of the webinar.

Please note: There wil....more.  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

"The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning"

Tax Reform will bring practitioners massive changes in the taxation of business entities. If the top corporate rate drops to 15% and if certain pass-through income is taxed at 15%, many planning issues and strategies will present themselves to business-owner clients, part....more.

  More Info. Watch ON - DEMAND



Bob Keebler

Available Now On Demand

"The Trump Tax Plan"

In his webinar, Bob will provide members with his analysis of the Trump Tax Plan that was announced on April 26th. Bob’s presentation will give you the head start you need to help clients plan for the coming changes to the tax code. Be sure to join Bob for his 45-mi....more.

  More Info. Watch ON - DEMAND



Upcoming Webinars


Avatar

Bob Keebler

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

Best of The Best: The Very Best Tax Planning Ideas in 2020 - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

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

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” - A Special Re-Broadcast

More Info
Avatar Avatar
Avatar

Jonathan Blattmachr Martin Shenkman Teresa Bush

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

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

Natalie Choate Denise Appleby

August 6, 2020 3:00PM ET - 4:30PM 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! - A Special Re-Broadcast

More Info
Avatar Avatar
Avatar

Alan Gassman Brandon Ketron Kevin Cameron

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

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

More Info
Avatar

Bob Keebler

August 12, 2020 3pm 4:30 pm ET ET

NEW PPP LOANS FOR BUSINESSES SUFFERING A 50 Percent REVENUE LOSS AND OTHER INCENTIVES IN THE AUGUST STIMULUS BILL - A FIRST LOOK

More Info
Avatar Avatar

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

More Info
Avatar Avatar

Martin Shenkman Eido Walny

August 14, 2020 3:00PM ET - 4:30PM ET ET

Martin Shenkman Eido Walny: Planning for Athletes

More Info
Avatar

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!

More Info
Avatar

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%

More Info
Avatar Avatar

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

More Info
Avatar

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?

More Info
Avatar

Richard Nenno

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

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

More Info

On Demand Recordings



Avatar Avatar
Avatar

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

More Info
Avatar

Paul Hood

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

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

More Info
Avatar

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

More Info
Avatar Avatar

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!

More Info
Avatar

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

More Info
Avatar Avatar
Avatar

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!

More Info
Avatar Avatar
Avatar

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!

More Info
Avatar

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?

More Info
Avatar

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.

More Info
Avatar

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

More Info
Avatar Avatar
Avatar

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!

More Info
Avatar Avatar
Avatar

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!

More Info
Avatar Avatar
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar
Avatar

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  

More Info
Avatar

Paul Hood

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

Charitable Planning in 2020-Including the Charitable LLC!

More Info
Avatar Avatar
Avatar

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

More Info
Avatar

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

More Info
Avatar

Jason Early

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

Permanent Life Insurance During Times of Uncertainty

More Info
Avatar

Bob Keebler

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

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

Denise Appleby

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

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

More Info
Avatar Avatar

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.

More Info
Avatar Avatar

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!

More Info
Avatar Avatar
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar
Avatar

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

More Info
Avatar Avatar
Avatar

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.

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar
Avatar

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

More Info
Avatar Avatar
Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

Paul Hood and Emily Bouchard

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

Pre-Nups: An Alternative View

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

Bob Keebler

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

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

Bob Keebler and Jere Doyle

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

JUST ISSUED PROPOSED REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar
Avatar

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!

More Info
Avatar

Bob Keebler

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

THE MATHEMATICS OF ESTATE PLANNING FOR IRAs AFTER THE SECURE ACT

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

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

More Info
Avatar

Bob Keebler

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

Tactical and Strategic Roth Conversions in 2020

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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”

More Info
Avatar

Bob Keebler

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

Tactical and Strategic Roth Conversions in 2020

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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?

More Info
Avatar Avatar

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

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

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.

More Info
Avatar Avatar

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

More Info
Avatar Avatar
Avatar

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!

More Info
Avatar

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!

More Info
Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar Avatar

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

More Info
Avatar

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:

More Info
Avatar Avatar

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!

More Info
Avatar

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

More Info
Avatar

Natalie Choate

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

SECURE FAQs and CARES First Look