Cases, Rulings, Regulations

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Audio Commentary covering cases, rulings, and regulations on topics of interest to Attorneys, CPAs, Life Insurance Agents, Financial, Charitable, Employee Benefits, Retirement, Asset Protection, Valua... more

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FAQs about Cases, Rulings, Regulations:

How many episodes does Cases, Rulings, Regulations have?

The podcast currently has 242 episodes available.

Cases, Rulings, Regulations episodes:

June 04, 2015 Keebler and Blattmachr on Expected Valuation Discount Regulations
It is widely expected that the Treasury Department will, within the next few months, issue regulations under Code section 2704(b) limiting the ability to claim valuation discounts on transfers of interests in limited partnerships and other entities. In this podcast, Bob Keebler interviews Jonathan Blattmachr, who explains section 2704 and the existing regulations and case law and discusses the potential impact of new regulations.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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October 06, 2014 Keebler and Blattmachr on Elkins
In Estate of Elkins v. Commissioner (9/15/2014), the Fifth Circuit Court of Appeals upheld a 45% valuation discount for fractional interests in works of art, reversing a decision of the United States Tax Court. In this podcast, Bob Keebler and Jonathan Blattmachr discuss the case and its implications for planning.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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August 01, 2014 Asset Protection and Income Tax Planning for IRAs after Clark
Bob Keebler interviews Edwin Morrow of Key Bank and Ohio attorney Bo Loeffler in an in-depth discussion of the implications of the U.S. Supreme Court decision in Clark v. Rameker for asset protection planning and income tax planning for IRAs.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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May 14, 2014 Keebler, Blattmachr and Gans on Estate of Trombetta
Bob Keebler interviews Professor Mitchell M. Gans and Jonathan G. Blattmachr on the subject of the U.S. Tax Court's decision in Estate of Trombetta v. Commissioner, T.C. Memo. 2013-234. In Trombetta, the Tax Court held that rental properties transferred to an annuity trust were required to be included in the transferor's gross estate because the transfers to the trust were not bona fide sales for adequate and full consideration, and the transferor retained during her lifetime an interest in the transferred properties. Blattmachr and Gans have written an article on the case for the May, 2014 issue of the Journal of Taxation.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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March 06, 2014 Keebler, Oshins and Lipkind on the Newest NING Trust PLR
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

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August 02, 2013 60 Second Planner: Keebler on CCA 201330033 - SCIN Results in Taxable Gift
In Chief Counsel Advice Memorandum 201330033, the IRS concluded that a SCIN transaction by a taxpayer in poor health resulted in a taxable gift. Bob Keebler reports.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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August 01, 2013 Keebler and Kitces - PLR 2001330016
Bob Keebler and Mitchell Kitces discuss the very important Section 1035 Ruling. This is a really terrific and very practical interview you will not want to miss. Even if you don't ordinarily listen to PodCasts, listen to this one!

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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July 25, 2013 Keebler and Karibjanian - Federal Law for Same-Sex married Couple After Windsor
Bob Keebler and George Karibjanian follow up on George's recent LISI commentaries on the impact of Windsor. Is it Equality for All or Only for Some? To understand the impact of Section 3 of DOMA, listen to this fascinating discussion.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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January 08, 2013 American Taxpayer Relief Act of 2012
Estate Planning after the American Taxpayer Relief Act of 2012 Video Presentation.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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September 18, 2012 Keebler - Covered Opinion Rules
Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very important development focusing on Section 10.37 - dealing with tax opinions and how attorneys must comply. Also stressed in this interview is section 10.35, which requires competence and 10.36 dealing with management oversight proceedures and standards.

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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FAQs about Cases, Rulings, Regulations:

How many episodes does Cases, Rulings, Regulations have?

The podcast currently has 242 episodes available.