Informações:
Sinopse
Audio Commentary covering cases, rulings, and regulations on topics of interest to Attorneys, CPAs, Life Insurance Agents, Financial, Charitable, Employee Benefits, Retirement, Asset Protection, Valuation, and ElderCare Planners
Episódios
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Keebler and Buck - Split Dollar Case Discussion
11/09/2012Bob Keebler and Keith Buck discuss the implications of Neff, an important new split dollar case. 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
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Keebler - Timing Social Security
04/06/2012Bob Keebler shares ideas on social security timing. Timing IS everything! 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
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Keebler - CCM 2012 08 026
03/04/2012Bob Keebler is joined by Jonathan Blattmachr and this dynamic duo discusses the facts and implications of this important new IRS ruling 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
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Keebler - Taxpayer Penalties
25/03/2012Bob speaks with Mike Gollar, a tax attorney about Taxpayer Penalties and how to avoid them. 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
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Keebler - Taxation of Options - Part 4
28/02/2012Bob Keebler continues his incredible PodCast series with # 4 - Taxation of Put Options. Be sure to listen to Parts 1-3 as well. 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
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Keebler - Taxation of Options - Part 3
13/02/2012This 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
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Keebler and Blattmachr - Planning in 2012
31/01/2012Stars Bob Keebler and Jonathan Blattmachr discuss multiple planning tactics and considerations for this most important and pivotal year. 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
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Keebler and Blattmachr - Property Law Aspects of Decanting
22/01/2012Bob chats with Jonathan Blattmachr about the property law aspects of decanting. Be sure to listen to the other Podcast where the two discuss the tax aspects. 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
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Keebler and Blattmachr - Federal Tax Aspects of Decanting
05/01/2012Bob Keebler and Jonathan Blattmachr discuss what decanting is and how it is impacted by federal tax laws. 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
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Keebler and Jones - Roth Recharacterizations with Required Minimum Distribuions
19/12/2011Bob Keebler teams up with Mike Jones to give LISI members the scoop on Roth Recharacterizations with Required Distributions. LISI wants to let you know about Bob's upcoming Two Day IRA Seminar for Lawyers, CPAs and Financial Advisors - ?What the Lawyer, CPA and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions Including How to Plan with a $5,000,000 Exemption? The seminar provides extensive coverage regarding planning with retirement accounts including: Estate planning for IRAs with a $5,000,000 exemption, the Pension Protection Act, the IRA Regulations, pre-retirement issues, required beginning date issues, the inherited IRA, the minimum distribution rules, spousal rollovers, QTIPing an IRA, charitable bequest planning, beneficiary designation planning, retirement plans payable to trusts, Roth IRA issues, distribution of employer securities, insurance strategies and new, innovative planning strategies. Please contact Emily Rosenberg at 920
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Keebler - Roth IRA Conversions Revisited
16/12/2011Bob Keebler, with years of experience in Roth Conversions, provides LISI members with his views of where things stand today and the opportunities and pitfalls. 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
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Keebler and Blattmacher Discuss Portability
18/10/2011Bob Keebler and Jonathan Blattmachr discuss potential portability of spouse's exemption issues and their solutions. Be sure to search our LISI Estate Planning Newsletters for more on this very important topic. Be sure to check-out the Keebler-Shenkman article for top malpractice mistakes. 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
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Keebler - 2010 Form 8939 and 706 with Vince Lackner
17/10/2011Bob Keebler discusses the operation, traps, and tips regarding the 2010 Form 8939 and IRS form 706 with Vince Lackner of the Lackner Group. 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
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Keebler - Straddle Rules of Section 1092
03/10/2011Bob Keebler discusses Section 1092 Straddle Rules 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
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Keebler and Lackner - Portability Malpractice Alert
02/10/2011Bob Keebler and Vince Lackner of Lackner Group discuss the potentially serious malpractice traps involved with the new portability rules. Be sure to also listen to our PodCast featuring Bob Keebler and Marty Shenkman on this topic. 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
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Keebler - Strategies for Mitigating Taxation of Concentrated Low Basis Positions
26/09/2011How can a client reduce the potential tax burden where the holding in question is a large concentration of stock in one or two companies? Bob Keebler discusses Strategies for Mitigating taxation of concentrated low basis positions. 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
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Keebler and Oshins - Recent Democratic Estate Tax Proposals
19/09/2011Bob 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
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Keebler and Shenkman - Portability and Malpractice Trap
19/09/2011Bob Keebler and Marty Shenkman discuss possible malpractice issues with respect to portability. This is a VERY important message - one LISI suggests EVERY estate planning attorney and CPA listen to carefully! 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
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Keebler - Portability Revisited
15/09/2011Bob Keebler discusses the 2011 Federal Estate Tax Return and Portability with Vince Lackner. Be sure to read Vince Lackner's commentary in LISI Estate Planning Newsletter # 1863. 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
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Paul Hood - Noncontrolling Normalizing Adjustments
14/09/2011Paul Hood discusses non-controlling normalizing adjustments. Don't miss Paul's upcoming 9/28 program at 12:00 P.M. EDT talk on Phil Cavesh?s Ultimate Estate Planner. It's A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques. To learn more or sign up: http://www.ultimateestateplanner.com/092811PH.html 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