It happens to all of us. We go to a wonderful conference; we see a great webinar; we read an important article – and then we plan to change the conversation with referral sources and clients. So, when the inevitable challenges of our personal and professional reality comes in, we end up singing the same old songs of wealth, estate tax, financial, and asset protection planning – thinking months later, where did the change in conversation go? Successful practitioners explain to us that the way their practice found stability and growth was through finding planning that they could execute on,…
TODAY ONLY! – – Special St. Patrick’s Day Sale
SORRY, YOU MISSED IT! ST. PATRICK’S DAY WAS ON MARCH 17th! Sorry that you missed out on saving 25% off everything* on our website. We are happy to let you know that you can still save 15% by utilizing the coupon code LUCKY15, which is good through April 17, 2015. Some of the products that you can apply this discount to include, but are not limited to: Upcoming Teleconferences – Save on your registration to any upcoming educational programs* All passed teleconferences in our On-Demand Library – This is a great way for you to take advantage of huge savings…
BREAKING NEWS: Important Updates from Robert Keebler
Thanks to the generosity of Stephan Leimberg and Leimberg Information Services, we are pleased to bring to you complimentary podcasts on the following important updates. IRS Approves Extension of Time to Recharacterize a Roth IRA The IRS has published Private Letter Ruling 201506015, in which they have granted the taxpayer an extension of time to recharacterize a Roth IRA. The taxpayer had learned that the account value had declined due to fraud by an investment manager after the deadline for recharacterizing had passed. To listen to these complimentary podcast, see below: The Administration’s 2016 Budget Proposals The Administration has released…
Robert Keebler Podcasts on 2016 Budget Proposals
Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here. Nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, recently produced three podcasts with commentary regarding the Administration’s 2016 Budget Proposals. To listen to these complimentary podcasts, see below: © Copyright 2015. Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Permission.
Our 2014 Holiday Hours
To all of our clients, prospective clients, affiliates, and fellow estate planning colleagues, we just wanted to wish you Happy Holidays! We truly hope that you will take some time off and enjoy it with family and friends in the coming weeks. Our office will be open, but we will have limited hours due to the holidays, as noted below. Wednesday, December 24th – Open from 8:30am to 12pm Pacific Time Thursday, December 25th – CLOSED (Christmas Day) Friday, December 26th – CLOSED Monday, December 29th – Open from 8:30am to 12pm Pacific Time Tuesday, December 30th – Open from…
Last Opportunity to Join Phil Kavesh’s Monthly Practice-Building Series
Whether you are just starting out or you have 20+ years of experience running your own estate planning practice, you have most likely found out pretty quickly that all of the things you learned in law school, school textbooks, and through continuing education courses simply do NOT properly prepare you for what is involved in running your own practice. These things will most certainly help you become a technically sound practitioner, well-versed in the law, and perhaps a brilliant estate planning lawyer. But, it simply does not but it doesn’t train and teach you about the day-in and day-out experiences…
FLASH FRIDAY PROMOTION — DECEMBER 5TH ONLY!
TODAY ONLY: Get 50% Off All On-Demand Educational Programs As estate planning professionals, we know that you are busy. Chances are, you might have missed out on a few programs over the course of the year. No problem. We want to offer you a very special opportunity to get a 50% discount on your purchase of any of our On-Demand Educational Programs that you may have missed. Yes, we said 50% (5-0!). The only catch is that you have to take advantage of this offer TODAY, Friday, December 5th before it’s too late! All of our On-Demand programs come with…
Final Hours of the Cyber Monday Sale
SORRY, YOU MISSED IT! CYBER MONDAY IS OVER! Sorry that you missed out on some major savings. We are happy to let you know that you can still save 15% by utilizing the coupon code LATECYBERMONDAY, which is good through this Friday, December 2nd. Some of the products that you might be interested in: Upcoming Teleconferences – Save on your registration to any upcoming educational programs* Take an additional 25% off all On-Demand Programs (50% SAVINGS!) – All of our educational programs that have already been held become a part of our On-Demand Library. This is a great way for…
3rd Annual Dynasty Trust State Rankings Chart Released
Every year, nationally renowned estate planning and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished), puts together a state rankings chart for Dynasty Trusts, showing which states rank among the highest in the country for Dynasty Trust planning. To download a free copy of Steve’s 3rd Annual Dynasty Trust State Rankings Chart, complete the form below. In particular, some highlights of this year’s chart: include: The top 3 states are #1 South Dakota, #2 Nevada and #3 Alaska. The #4, #5 and #6 states will surprise many people. More weight was put on Decanting in this year’s chart versus…
Don’t Miss This HUGE Deadline Today!
A One-Time Revenue “Window of Opportunity” Is About to Close – – Unless You Grab It Now! Whether you’re a CPA, estate planning attorney or a financial advisor (who’d like to generate more referrals from CPAs and attorneys), here’s a unique chance to generate immediate revenue – – but it’s only available for a few more months. IRS Revenue Procedure 2014-18 allows a surviving spouse to still elect “portability” of their deceased spouse’s unused estate tax exemption amount, even if the death occurred in 2011, 2012, or 2013, provided an estate tax return (Form 706) is filed by December 31,…