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:

December 16, 2011 Keebler - Roth IRA Conversions Revisited
Bob 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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October 18, 2011 Keebler and Blattmacher Discuss Portability
Bob 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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October 17, 2011 Keebler - 2010 Form 8939 and 706 with Vince Lackner
Bob 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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October 03, 2011 Keebler - Straddle Rules of Section 1092
Bob 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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October 02, 2011 Keebler and Lackner - Portability Malpractice Alert
Bob 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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September 26, 2011 Keebler - Strategies for Mitigating Taxation of Concentrated Low Basis Positions
How 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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September 19, 2011 Keebler and Oshins - Recent Democratic Estate Tax Proposals
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
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September 19, 2011 Keebler and Shenkman - Portability and Malpractice Trap
Bob 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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September 15, 2011 Keebler - Portability Revisited
Bob 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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September 14, 2011 Paul Hood - Noncontrolling Normalizing Adjustments
Paul Hood discusses non-controlling normalizing adjustments. Don't miss Paul's upcoming 9/28 program at 12:00 P.M. EDT talk on Phil Caveshs 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
...more
0min

FAQs about Cases, Rulings, Regulations:

How many episodes does Cases, Rulings, Regulations have?

The podcast currently has 242 episodes available.