Corporate Tax Planning

By [email protected]

Business

What's Corporate Tax Planning about?

Covers C (regular) corporate taxation and planning including taxation of shareholders

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Corporate Tax Planning episodes:

06.05.2020
Video Podcast: Keebler and Shenkman on the PPP Flexibility Act
In this 12-minute video podcast, Bob Keebler and Marty Shenkman discuss the Paycheck Protection Program Flexibility Act, passed by both houses of Congress and expected to be signed by the President. Recorded June 4, 2020. This Podcast is sponsored by...
08.17.2018
Bob Keebler -- Overview of the Section 199A Proposed Regulations
In this 14-minute podcast, Bob Keebler provides an overview of the proposed regulations implementing the income tax deduction for qualified business income. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and...
03.16.2018
Tax Planning for Real Estate Under TCJA
In this 20-minute podcast, Bob Keebler discusses income tax planning for real estate investors under the Tax Cuts and Jobs Act, including the new Code section 199A deduction. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please...
01.01.2017
Tax Reform Under President Trump
Bob Keebler and Jonathan Blattmachr 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
10.29.2015
Keebler and Angkatavanich on Section 2701 Basics
In this podcast, Bob Keebler and Todd Angkatavanich discuss the basics of Internal Revenue Code section 2701, including: - How section 2701 relates to the rest of Chapter 14 - Application of the section to a broad scope of transactions - The "vertical...
01.08.2013
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 Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
10.12.2012
Keebler and Shenkman: Planning
Bob Keebler and Marty Shenkman discuss planning between now and December 31st. The time is crucial and the opportunity is not to be missed. Marty has created a postcard to inform clients of 2012 planning opportunities. A company...
09.18.2012
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...
03.25.2012
Keebler - Taxpayer Penalties
Bob 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
01.31.2012
Keebler and Blattmachr - Planning in 2012
Stars 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...
09.26.2011
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...
09.14.2011
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....
09.12.2011
Paul Hood - S Corporation Tax Affecting
Paul Hood - Tax Affect or not Tax Affect S Corporation earnings? Paul Hood discusses the issues. Is there a premium? Should you believe the Tax Court? Keep listening. Paul Hood will be hosting a 90 minute...
09.11.2011
Paul Hood - Discounts for Lack of Marketability When Controlling Interest Involved
Business Valuation authority Paul Hood discusses valuation when a controlling interest in a closely-held corporation is involved. Paul is the co-author of a new book on business valuation - A Reviewer's Handbook to Business Valuation - that was...
09.10.2011
Paul Hood - Discounts for Built-In Capital Gains
Paul Hood, co-author with Tim Lee of the recently published book, A Reviewer's Guide to Business Valuations, discusses recent cases involving valuation discounts for built-in capital gains. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit...
08.29.2011
Bob Keebler and the Section 1022/AMT Election 'Curveball'
In this important PodCast, Bob Keebler reviews what he is calling the Section 1022 Election/AMT 'Curveball.' According to Bob, it appears that there is a strong possibility that taxpayers electing carryover basis will have different basis for AMT and regular...
08.22.2011
Tax Planning Opportunities in Volatile Economic Environments
In this PodCast, Bob Keebler reviews a variety of strategies that can immediately help clients with their stock and bond investments. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations...
08.10.2011
Bob Keebler discusses Revenue Procedure 2011-41
Bob Keebler discusses Revenue Procedure 2011-41, which was issued by the IRS on August 5th. Bob covers the safe harbor rules applicable when executors elect out of paying estate tax, as well as the rules on how-to allocate basis This...
08.10.2011
Bob Keebler focuses on Notice 2011-66
In this PodCast, Bob Keebler focuses on Notice 2011-66, the 1022 election not to pay estate tax, along with impact of Form 8939 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and...
08.10.2011
Budget Control Act of 2011 Part 2 of 2
In this PodCast, Bob Keebler focuses on the tax issues raised by the Budget Control Act of 2011, along with what Congress might do in in the future. Bob also reviews the things advisors should be doing to help their...
08.10.2011
Budget Control Act of 2011. This is Part 1 of 2
In this PodCast, Bob Keebler reviewd the current fiscal situation and important dates contained in the Budget Control Act of 2011. This is Part 1 of 2 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit...
08.03.2011
Paul Hood - 6 Questions Reviewers of Business Valuation Need to Ask - Part I
Paul Hood recently co-authored a new book with Tim Lee titled: A Reviewers Handbook to Business Valuation: Practical Guidance to the Use and Abuse of a Business Appraisal (Wiley 2011). The book is available for order on their website: http://www.bvreviewershandbook.com...
07.30.2011
Paul Hood - 6 Questions Reviewers of Business Valuation Need to Ask - Part 2
Paul recently co-authored a new book with Tim Lee titled: A Reviewers Handbook to Business Valuation: Practical Guidance to the Use and Abuse of a Business Appraisal (Wiley 2011). The book is available for order on their website: http://www.bvreviewershandbook.com ....
07.13.2011
Keebler - Stock Options in an Increasing Rate Environment - Part II
Bob Keebler discusses important factors to consider when a client owns or is considering the use of stock options during a time when rates are increasing. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our...
12.17.2010
Estate Tax Law Goes to President for Signature
Bob Keebler provides LISI members with a "hot off the press" PodCast on the new tax law that was passed late at night December 16, 2010. Here's info on how you can learn more on the tax law from...
12.15.2010
Keebler - Planning Between Now and Dec 31
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...
04.25.2009
What's Up Doc? Employee or Not? - Ed Zollars
This PocCast is about the definition of an employee. We look at the matter in the case of Maimon v. Commissioner, TC Summary Opinion 2009-53. Dr. Maimon attempted to argue that he was not an employee of the professional...
02.22.2009
It's a Matter of Trust Funds - the Responsible Person Penalty - Ed Zollars
This PodCast concerns a case dealing with the trust fund recovery penalty under "6672. In the case of Richard A. Smith v. United States, 2009 TNT 30-6, CA10, (http://ca10.washburnlaw.edu/cases/2009/02/07-4210.pdf) the Tenth Circuit refused to overturn the holding in the...
02.16.2009
Losses and Choices-Stimulus Bill Net Operating Loss Rules - Ed Zollars
This PodCast is about the American Recovery Reinvestment Act of 2009. It has a number of tax provisions, and this podcast looks at the small business net operating loss provisions of the Act. This provision will require action for...
10.28.2008
Closing the Open Door-S Corporation Debt - Ed Zollars
This Podcast concerns the final regulations on S Corporation open account debt that will change the way that many clients have to deal with their loans to the corporation. These changes are effective immediately, so we have to understand...
09.15.2008
We Just Disagree-What is the Meaning of In Connection With? - Ed Zollars
This PodCast examines a difference in application of IRC "162(k) between the Ninth Circuit Court of Appeals and the United States Tax Court given the Tax Court's decision in Ralston Purina v. Commissioner, 131 TC No. 4 that dealt with...
08.31.2008
Delayed Rebate-Tax Status of Accrued Rebates - Ed Zollars
This PodCast pertains to a common accounting issue, the differences between tax and GAAP treatment of items. Here, we focus on a case involving the time for recognizing an expense. The matter involved rebates and we look at a Chief...
08.25.2008
Authoritative Support-Getting the Required Support for a Tax Position - Ed Zollars
This PodCast reviews the requirements found in the regulations for obtaining the required support for a tax position, concentrating on the methods outlined in Reg. "1.6662-4(d) in the definition of "substantial authority" which are cross referenced multiple times when considering...
08.03.2008
I Wish That Hadn't Worked--Section 83(b) Election Regret - Ed Zollars
This podcast is the sequel to a November 2006 podcast on the same case--that of Kadillak v. Commissioner where an individual who was caught by the "dot bomb" crash of the technology stock of his former employer attempted to mitigate...
07.27.2008
Home Run-A Look at Some Tax Provisions in the New Housing Law - Ed Zollars
This PodCast examines the American Home Rescue and Foreclosure Prevention Act of 2008, taking a detailed look at a few tax provisions in that bill of interest. We look at the refundable first time homeowners credit, the property tax...
07.13.2008
Getting Started Automatically - IRS Modifies Rules for Start Up and Organization Costs - Ed Zollars
This Podcast is about temporary regulations that deal with start-up and corporate and partnership organization costs. Interestingly enough, the new regulations now create an automatic election to expense/amortize all such costs, and treat problems related to the identification of...
06.29.2008
IRS Releases New FAQ on HSAs - Ed Zollars
This Podcast pertains to HSA Accounts. The IRS has issued guidance in the form of a series of questions and answers related to Health Savings Account in Notice 2008-59. This podcast covers some of the planning and design opportunities...
06.26.2008
Proposed Regulations for Preparer Penalties - Part Two - Ed Zollars
This PodCast is part two of a series on the proposed regulations for preparer penalties. . The materials are at http://edzollars.com/2008-06-23_Penalty.pdf . This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint...
06.22.2008
Proposed Regulations for Preparer Penalties - Part One - Ed Zollars
This PodCast is the first of what will be a series of two on the proposed regulations for preparer penalties. Considering the length of the regulations and podcast, the first hour is in this file to listen to and digest,...
06.15.2008
Who is Knocking at Your Door? Computer Security for Financial Professionals - Ed Zollars
This PodCast is about securing client data, the responsibility of all of financial services practitioners. A presentation by Ed Zollars at the Arizona Society of CPA's Financial Planning Conference serves as the basis for this podcast. The slides used for this...
04.20.2008
The Mailbox Rule Comes Up Once Again - Ed Zollars
This PodCast concerns the issue of whether "7502(c) provides the exclusive means to prove timely filing of a document by a taxpayer. What the Third Circuit had to say, the IRS didn't like hearing. In the case of Philadelphia...
04.15.2008
Was it a Gift or Compensation? The Tax Court Knows - Ed Zollars
This PodCast pertains to the distinction between compensation income and gifts. Specifically, the issue is, Is a payment to a person taxable compensation income or a non-taxable (for income tax purposes) gift. The case in question is the case of...
03.16.2008
CPA Says Error, IRS Says Accounting Method - Ed Zollars
This PodCast is about the difference between an error and an accounting method. The question of whether a problem on a return was an error or a method of accounting is important. We'll look at the Sixth Circuit's ruling...
03.09.2008
Risky Business - LLC Debt Restoration Provision Fails to Provide At Risk Status - Ed Zollars
This PodCast examines an LLC debt restoration provision. We look at the Tax Court's second pass at the case of Hubert v. Commissioner, TC Memo 2008-46, a case sent back to the Tax Court by the Sixth Circuit Court...
02.24.2008
Not Quite Good Enough-Timely Filing One More Time - Ed Zollars
This PodCast pertains to the issue of "timely filing", revisiting an issue last covered in a podcast back in October of 2005. This time we look at the Tenth Circuit's opinion in the case of Gibson v. Commissioner, a...
02.09.2008
Economic Stimulus Package of 2008 (Tax Matters) - Ed Zollars
This PodCast is about the Economic Stimulus Package of 2008. It makes a few, but significant, tax law changes for 2008. This podcast talks about what Congress did and what we need to do about it.Materials are available at http://www.edzollars.com/2008-02-09_Economic_Stimulus.pdf...
02.05.2008
So You Want Your LLC to Be An S Corporation - Ed Zollars
This PodCast focuses on issues involved with LLCs and S corporations. This topic cuts across what is often covered in partnership discussions (the use of LLCs) and S corporations (where often LLCs are presented as an alternative to, rather than...
01.21.2008
Consenting to Disclosure or Use of Return Information - Ed Zollars
This PodCast concerns Revenue Procedure 2008-12 and final regulations under "7216, both of which deal with taxpayer authorizations for the use or disclosure of tax return information by tax preparers. The regulations contain a number of new requirements that...
01.01.2008
IRS's New View on 6694 and 6695 - Ed Zollars
This PodCast concerns guidance for Preparers of tax returns. The IRS celebrated the end of 2007 by releasing three Notices late on December 31 that provide guidance on the application of the revised preparer penalties contained in the Small Business...
12.27.2007
End of Year Trifecta of New Tax Bills - Ed Zollars
.This PodCast is about end of 2007 tax bills. We look at highlights of three of the five bills affecting taxation that Congress passed prior to leaving town, specifically the Tax Increase Prevention Act of 2007, Mortgage Forgiveness Debt Relief...

What's Corporate Tax Planning about?

Download our free app to listen on your phone

Corporate Tax Planning episodes:

Video Podcast: Keebler and Shenkman on the PPP Flexibility Act

Bob Keebler -- Overview of the Section 199A Proposed Regulations

Tax Planning for Real Estate Under TCJA

Tax Reform Under President Trump

Keebler and Angkatavanich on Section 2701 Basics

American Taxpayer Relief Act of 2012

Keebler and Shenkman: Planning

Keebler - Covered Opinion Rules

Keebler - Taxpayer Penalties

Keebler and Blattmachr - Planning in 2012

Keebler - Strategies for Mitigating Taxation of Concentrated Low Basis Positions

Paul Hood - Noncontrolling Normalizing Adjustments

Paul Hood - S Corporation Tax Affecting

Paul Hood - Discounts for Lack of Marketability When Controlling Interest Involved

Paul Hood - Discounts for Built-In Capital Gains

Bob Keebler and the Section 1022/AMT Election 'Curveball'

Tax Planning Opportunities in Volatile Economic Environments

Bob Keebler discusses Revenue Procedure 2011-41

Bob Keebler focuses on Notice 2011-66

Budget Control Act of 2011 Part 2 of 2

Budget Control Act of 2011. This is Part 1 of 2

Paul Hood - 6 Questions Reviewers of Business Valuation Need to Ask - Part I

Paul Hood - 6 Questions Reviewers of Business Valuation Need to Ask - Part 2

Keebler - Stock Options in an Increasing Rate Environment - Part II

Estate Tax Law Goes to President for Signature

Keebler - Planning Between Now and Dec 31

What's Up Doc? Employee or Not? - Ed Zollars

It's a Matter of Trust Funds - the Responsible Person Penalty - Ed Zollars

Losses and Choices-Stimulus Bill Net Operating Loss Rules - Ed Zollars

Closing the Open Door-S Corporation Debt - Ed Zollars

We Just Disagree-What is the Meaning of In Connection With? - Ed Zollars

Delayed Rebate-Tax Status of Accrued Rebates - Ed Zollars

Authoritative Support-Getting the Required Support for a Tax Position - Ed Zollars

I Wish That Hadn't Worked--Section 83(b) Election Regret - Ed Zollars

Home Run-A Look at Some Tax Provisions in the New Housing Law - Ed Zollars

Getting Started Automatically - IRS Modifies Rules for Start Up and Organization Costs - Ed Zollars

IRS Releases New FAQ on HSAs - Ed Zollars

Proposed Regulations for Preparer Penalties - Part Two - Ed Zollars

Proposed Regulations for Preparer Penalties - Part One - Ed Zollars

Who is Knocking at Your Door? Computer Security for Financial Professionals - Ed Zollars

The Mailbox Rule Comes Up Once Again - Ed Zollars

Was it a Gift or Compensation? The Tax Court Knows - Ed Zollars

CPA Says Error, IRS Says Accounting Method - Ed Zollars

Risky Business - LLC Debt Restoration Provision Fails to Provide At Risk Status - Ed Zollars

Not Quite Good Enough-Timely Filing One More Time - Ed Zollars

Economic Stimulus Package of 2008 (Tax Matters) - Ed Zollars

So You Want Your LLC to Be An S Corporation - Ed Zollars

Consenting to Disclosure or Use of Return Information - Ed Zollars

IRS's New View on 6694 and 6695 - Ed Zollars

End of Year Trifecta of New Tax Bills - Ed Zollars