Steve Siegel Podcasts

From both Mr. Siegel and National Law Foundation, THANK YOU to the numerous customers who have kindly raved to us about the forms herein which were created by Steve Siegel. We are delighted to launch today (February 1, 2016) this new product from him which is in response to requests from many of you. We hope that it will be helpful in your usage of the relevant forms.

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  1. All (10) Steve Siegel Planning Podcasts
  2. Critical Tax Planning: Looking Ahead to Uncertain Times (1.5-Hour Audio)
    Critical Tax Planning: Looking Ahead to Uncertain Times (1.5-Hour Audio)
    $59.00

    For the last twenty-plus years we have been in what could be considered a golden age of tax and estate planning. Change is on the horizon. Favorable provisions enacted by the 2017 Tax Cuts and Jobs Act (TCJA) are set to "sunset" at the end of 2025. This sunsetting, coupled with a consequential election, mean that we do not know what the tax laws will be next year.

    What planning opportunities should you take advantage of while provisions remain favorable? In this September 5, 2024, 1.5-hour program, Steven G. Siegel, JD, LLM covers, in detail, many planning strategies to consider and recommends making your clients aware of possible and less favorable planning conditions.

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  3. Estate Planning: Addressing And Fixing Mistakes (1.5-Hour Audio)
    Estate Planning: Addressing And Fixing Mistakes (1.5-Hour Audio)
    $42.00

    In this May 20, 2024 1.5 hour (90 minute) program, Steven G. Siegel, JD, LLM gives a practical explanation of the numerous mistakes which occur in clients' estate planning. Importantly, he also provides useful suggestions of how to fix them.

    IMPORTANT:  This 1-Hour Audio is available for CLE credit on our sister sites.  To take this course for online study go to www.NLFonline.com.  To take this course on Audio CD, Flash Drive or by Email Delivery go to www.NLFcle.com.  Only purchase the audio from this website, www.NLFforms.com, if you do not want CLE credit for this program. 

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  4. IRC  Sec. 199A  Simplified (43-Minute Audio Recording)
    IRC Sec. 199A Simplified (43-Minute Audio Recording)
    $99.00

    WHY YOU SHOULD LISTEN:

    New IRC Section 199A - the 20% Qualified Business Income Deduction -  is one of the most important, and complicated, provisions of the 2017 Tax Cuts and Jobs Act. However, in this useful talk, Steve Siegel simplifies 199A by explaining that, for most of your clients you will be able to determine if 199A is available for them by following just three steps. He then thoroughly describes those steps and how to apply them. His presentation lasts approximately 43 minutes.  
     
    TOPICS:
    1. The Purpose Of 199A
    2. It Is Simplified For Most Clients Through 3 Steps
    3. Is There A Trade Or Business?
        defined; guidelines; aggregation rules; independent contractors; 
        rental properties; Rev. Proc. 2019-7 safe harbor
    4. What Is The QBI?
         sub S corporations; partnerships; REIT income 
    5. What Is The Client's Taxable Income Without The QBI?
    6. Determining The QBI Amount
    7. Planning And Examples      
     
    FREE  ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here:  5 Minutes FREE.

    UPON PURCHASE, The complete recording is immediately available in your online account for your unlimited reference. You may access your purchased recording whenever, and as often as, you wish.

    **NO CLE/MCLE CREDIT: This program does not qualify for CLE or MCLE credits and no applications will be made to any state for such accreditations. If you are looking for CLE/MCLE courses, please go to www.NLFcle.com (email delivery, flash drive and audio cd courses)  and www.NLFonline.com (online courses).
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