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Live Webinars

Bob Keebler
Bob Keebler's Best Tax Planning Ideas for 2023
Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob Keebler’s annually updated list of planning ideas. This presentation is ideal for anyone…
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Brad Gornto
A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT
The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is based on your clients’…
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Larry Pon
The Pros and Cons of using an S Corp.
Nearly 62% of all corporations are S corps. But are they always the best choice? Join CPA Larry Pon to enhance your of understanding the advantages and disadvantages of S…
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John Biebel
Not So Obvious Mega Back-Door Strategy from Financial Planner
You may be very familiar with Back-door Roth conversions from Traditional IRAs, BUT are you familiar with how clients can convert up to $43,500 a year through a MEGA Back-Door…
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Bob Keebler
Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
SECURE 2.0 provides incredible sales opportunities for financial and wealth planners, but every financial and wealth planner will be required to master the important new rules…
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