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.

8 Items

Set Descending Direction
  1. IRC  Sec. 199A  Simplified (43-Minute Audio Recording)
    IRC Sec. 199A Simplified (43-Minute Audio Recording)


    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.  
    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 (courses on Flash Drive, CD and DVD)  and (online courses).
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  2.     Spousal Lifetime Access Trusts (SLATs): The Popular Estate Planning Tool (1-Hour Audio)
    Spousal Lifetime Access Trusts (SLATs): The Popular Estate Planning Tool (1-Hour Audio)

    Due to the impending possible drastic reduction in the Federal estate, gift, and GST exclusion by the Biden administration, SLATs have become the hottest topic in estate planning for many clients, not just the very wealthy.

    IMPORTANT:  This 1-Hour Audio is available for CLE credit on our sister sites.  To take this course for online study go to  To take this course on Audio CD, Flash Drive or by Email Delivery go to  Only purchase the audio from this website,, if you do not want CLE credit for this program. The audio and course materials will be emailed to you by next business day.

    Mr. Siegel's fully-editable SLAT form is available here:  Spousal Lifetime Access Trust (SLAT) (30 Pages) It is not included with the one-hour audio program.

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  3. Understanding The SECURE Act (1.3-Hour Audio)
    Understanding The SECURE Act (1.3-Hour Audio)

     The SECURE Act (Setting Every Community Up For Retirement Enhancement) became effective on January 1, 2020. It is a big game-changer to retirement plan and IRA distributions because it has imposed a maximum 10-year payout for certain beneficiaries. This is huge because many clients have planned their affairs for a lifetime payout.

    In this 1.3-hour (80-minute) September 5, 2022 presentation, Steven G. Siegel, JD, LLM, assists you in advising your clients about retirement plan distributions under the SECURE Act. He provides a detailed analysis of when planning is needed, what prior planning no longer works and new planning strategies you should consider. (This presentation is an update to his January 22, 2020 program and includes, inter alia, a discussion of the Proposed Regulations because they contain significant changes.)

    FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.
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