- Speaker: Robert S. Keebler
- Date: Friday, March 13, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
Strategic & Tactical Roth Conversions After the SECURE Act
- Speaker: Robert S. Keebler
- Date: Wednesday, March 11, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act
- Speaker: Robert S. Keebler
- Date: Friday, March 6, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
Asset Protection Other than DAPTs: Overlooked Alternatives That Will Grab Your Clients’ Attention!
- Speaker: Steven J. Oshins
- Duration: 60 minutes
2019 Year-End Tax Planning
- Speaker: Robert S. Keebler
- Duration: 90 minutes
New Life Expectancy Rules for IRAs (Including Complex Post-Mortem Transitional Provisions Every Estate Planner Must Know!)
- Speaker: Robert S. Keebler
- Duration: 60 minutes
Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
The 30 Most Common Trusts: What You Need to Know
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Proper Post-Death Administration of IRA Beneficiary Trusts
- Speaker: Philip J. Kavesh
- Duration: 90 minutes