Podcast appearances and mentions of steve oshins

In July, California Governor Newsome signed legislation that disallows the incomplete gift non-grantor trusts (INGs) as a way to avoid CA state tax income. The law is retroactive to January 1, 2023. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews CA attorney, Kirsten Wolff, to guide CPAs on how to proactively plan with this new legislation. Bob poses the following questions to Kirsten: Do all ING trusts now trigger CA tax? Say more about the exception for charitable trusts. What types of trusts are not impacted by the new legislation? How do the throwback rules apply? How should CPAs plan for their CA clients who had ING trusts that received income or incurred capital gain before the law took effect? What should be done with ING trusts as a result of the new rules? For more resources related to this episode: Tune in to Steve Oshins and Bob Keebler as they dive deeper into the CA ING trust issue.  Find Bob's decisions charts in our Proactive Planning Toolkit. Find Steve Oshins decision charts.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

CA recently passed legislation disallowing ING trusts by treating them as grantor trusts for state purposes retroactive to January 1, 2023. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Steve Oshins, JD, LLM, to guide CPA financial planners on how to rectify this situation. They discuss: What are ING trusts and why are they used in planning for clients? What does the CA legislation allow and not allow going forward? How to pivot to a different technique that still allows for impactful results? Planning opportunities that may be being missed in NY where INGs were disallowed beginning in 2014. What needs to be done now? For more resources related to this episode, access: The Proactive Planning Toolkit, exclusive to PFP Section members  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Steve Oshins demonstrates how to utilize different types of Trusts in the Estate Planning arena. Listen in as he shares the "secret sauce" that could benefit both you and your clients when it comes to planning for the future. GE-4621595.1 (3/22) (expires 3/24) Guest: Steve Oshins

Guest: Bob Keebler, CPA/PFS Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients: What education and gifting strategies are effective to leverage the advantages of 529 plans? What are the tax incentives for investing in qualified opportunity zones? Should your clients use the gift tax exemption before it sunsets by making large gifts before the end of 2025? Why you should start talking your clients about this now? How can you use trusts with state income tax planning strategies? What are the tax issues to consider? Access the related resources from this podcast: Don’t miss part 1 of this podcast! Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler Useful Estate & Decision Charts from Steve Oshins The Adviser’s Guide to Financial & Estate Planning Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device from your web browser or favorite podcast app.

Steve Oshins, Esq., AEP (Distinguished) is an NAECP Hall of Fame® inductee and a specialist in the area of asset protection. While tax laws change, asset protection is always a relevant topic.  Would you know when to refer your clients to a specialist like Steve?  Are you familiar with Domestic Asset Protection Trusts and how various state statutes affect the type of trusts that can be established?  Listen in as Steve and Randy discuss general background on asset protection trusts and how they can serve to appropriately insulate wealth.

In this podcast, Bob Keebler and Nevada attorney Steve Oshins discuss private decanting -- decanting a trust without providing notice to the beneficiaries of the trust. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

In this podcast, Bob Keebler and Nevada attorney Steve Oshins discuss private decanting -- decanting a trust without providing notice to the beneficiaries of the trust. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Tom Hopkins carries the standard as a master sales trainer and is recognized as the world's leading authority on selling techniques and salesmanship.Over 4 million people on five continents have attended Tom's high-energy live seminars. Tom personally conducts 30+ seminars each year traveling throughout the world. He is the author of 17 books, including “How to Master the Art of Selling™,” which has sold over 1.6 million copies worldwide. This mega-selling book is considered a must-have reference guide for top selling producers in every field of sales. He has also authored three selling-skills books in the popular “…for Dummies®” series Angelika Christie powerful teacher, and amazing woman.She is a mother of 5 children, a Life Coach, Doctor of Naturopathy, Energy Healer, International Speaker, 5times best selling author, and Visionary for conscious Evolution. Her passion is to empower women: Spiritually, Physically, Socially and Financially Steve Oshins estate planning and asset protection attorney in Las Vegas, Nevada with clients throughout the United States.  He was inducted into the National Association of Estate Planners & Councils Estate Planning Hall of Fame in 2011.  He has written many of Nevada's favorable tax and asset protection laws Bekki Harper principal planner with Strategic Advisors Group in Tucson Arizona and a Bank On Yourself Advisor. Bekki has spent the last 4 years consulting clients on the Bank On Yourself concept and two years ago co founded the Strategic Advisors Group college positioning division. Securing free money for good students while protecting the families retirement nest egg. Bekki is co author of the book,  The Secret to Lifetime Financial Security".

The IRS has just released PLRs 201410001 through 201410010, approving a Nevada Incomplete Nongrantor (NING) Trust. In this podcast, Bob Keebler interviews Bill Lipkind, the attorney who obtained the ruling, and Steve Oshins, the attorney who handled the Nevada state law review. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

The IRS has just released PLRs 201410001 through 201410010, approving a Nevada Incomplete Nongrantor (NING) Trust. In this podcast, Bob Keebler interviews Bill Lipkind, the attorney who obtained the ruling, and Steve Oshins, the attorney who handled the Nevada state law review. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler discusses with Las Vegas attorney Steve Oshins recent proposals by the Obama administration that would impact significantly on estate tax laws and planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler discusses with Las Vegas attorney Steve Oshins recent proposals by the Obama administration that would impact significantly on estate tax laws and planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler discusses with Las Vegas attorney Steve Oshins recent proposals by the Obama administration that would impact significantly on estate tax laws and planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler discusses with Las Vegas attorney Steve Oshins recent proposals by the Obama administration that would impact significantly on estate tax laws and planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler discusses with Las Vegas attorney Steve Oshins recent proposals by the Obama administration that would impact significantly on estate tax laws and planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler interviews Steve Oshins on the new Nevada Charging Order law. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com