Cases, Rulings, Regulations

Bob Keelber discusses strategies for tax sensitive withdrawals. How does a person draw upon assets to maximize retirement planning. Bob discusses the when and how and most tax efficient way to do it. 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 the important topic of IRA Asset Protection and recent cases and rulings in the area. 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 and Barry Picker discuss the important bankruptcy case of Willis v. Menotte. Note the impact of prohibited transactions. 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 and Barry Picker, LISI's Employee Benefits and Retirement Planning Newsletter's Technical Editor, discuss the issues with respect to transferring IRAs to a grantor 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

Bob Keebler and LISI's Employee Benefits and Retirement Planning Technical Editor, Barry Picker discuss the interplay between IRAs, bankruptcy, and prohibited transactions. 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 explains the rules that govern when the estate or heirs of a 2010 decedent sell or otherwise dispose of property received from that individual. 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 how practitioners should approach thorny IRA distribution issues during tax season. 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 how the $5,000,000 exemption can be best used between spouses through the new portability rules in 2011 and 2012. 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 crucial and time-senstive issues such as excess accumulations, excess contributions, late recharacterizations, and missed 60 day roll-overs. Even if you are in the middle of tax season, you need to stop and listen to this short and timely commentary crammmed with tax traps and their solutions. 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 tells how your clients can make their retirement funds last a lifetime. 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

Timing is everything. Bob Keebler talks about the rules allowing Recharacterization and how much time you have to do it. 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 net unrealized appreciation. Only available for clients with appreciated employer securities in their pension or profit-sharing plan, this is an incredible income tax planning opportunity. Hear the magic of turning ordinary income into capital gains. 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 a new PLR on Wrap Fees. This ruling provides guidance on IRA and Roth IRA wrap fees and concludes these fees can paid from outside the account! 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 keeps LISI members ahead of the new tax law curve with this incredibly timely PodCast. Here's info on how you can learn more from Bob and his associates: Learn the latest on the Estate Tax Bill during Keebler Associates 90 minute teleconference next week - Monday, the 20th. Resolution of the Estate Tax - An Update on the "Final" Estate Tax Bill 2010 Choices - Urgent Decisions are Required The GST Quagmire with repeal of EGTRRA $5 Million Gift Tax Exemption $5 Million GST Exemption Carryover Basis and More 35% Tax Rate Two Year Window of Opportunity -------------------------------------------------------------------------------- WHEN: Monday, December 20 from 12 noon - 1:30pm CENTRAL WHAT: Resolution of the Estate Tax - An Update of the Estate Tax Bill REGISTRATION FEE: $150 per phone line. Unlimited attendance on one phone line. REGISTER ONLINE: Safe and Secure registration link or call Kristina Schneider at 866-754-6477 with your credit card information. LIMITED ATTENDEES: Reg

Bob Keebler interviews Denise Appleby and Mike Jones. Their topic is RMDs IN YEAR OF CONVERSION. Bob Keebler of Baker-Tilley is a recipient of the prestigious National Association of Estate Planners and Councils? Distinguished Estate Planners award. A LISI Commentator Team member, he is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH?s Financial and Estate Planning Advisory Board. Denise Appleby is owner of Appleby Retirement Consulting (applebyconsultinginc.com), a firm which provides retirement planning tools and resources ? including newsletter content - to financial and tax planning professionals. Denise is creator and CEO of http://www.retirementdictionary.com and can be reached at Denise@applebyconsultinginc.com Mike Jones, a partner in Thompson Jones LLP, in Monterey, California, is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions. Mike is a LISI Commentator Team member and author of The Pensi

Bob Keebler discusses PLR 201021038 and its implications. This is an important PLR involving naming a trust as a beneficiary of an IRA. Retroactive reformation of a trust was not respected by the IRS. 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 talks about the issue of "carried interest" and the Bill working its way through the House and Senate. 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

This is Part IIA of Wilmington Trust's "2010 Future Vision of Estate Planning - Issues You Probably Never Considered - But Should Now." Dick Nenno and his panel of Carol Cantrell, M. Read Moore, and Jeff Pennell provide a frank, fascinating, provacative, and informative picture of where we are now - and where we should be going in estate planning. Be sure to listen to Part III. 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

This is Part III of Wilmington Trust's "2010 Future Vision of Estate Planning - Issues You Probably Never Considered - But Should Now." Dick Nenno and his panel of Carol Cantrell, M. Read Moore, and Jeff Pennell provide a frank, fascinating, provacative, and informative picture of where we are now - and where we should be going in estate planning. Our thanks to Dick Nenno, Carol Cantrell, Read Moore, and Jeff Pennell for a terrific view of where we are now and what's coming up. 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

This is Part II of Wilmington Trust's "2010 Future Vision of Estate Planning - Issues You Probably Never Considered - But Should Now." Dick Nenno and his panel of Carol Cantrell, M. Read Moore, and Jeff Pennell provide a frank, fascinating, provacative, and informative picture of where we are now - and where we should be going in estate planning. Be sure to listen to Part III. 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