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Legislation
Legislation episodes
- Keebler - Understanding 2010 Carryover Basis ProvisionsBob Keebler talks about the Carryover Basis election under Code Section 1022.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keebler - Transfering IRAs to Charity and Roth IRA Planning Under 2010 Tax Relief ActBob Keebler discusses transfering IRAs to qualified charities as well as the rebirth of Roth IRA planning under the 2010 Tax Relief Act
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Estate Tax Law Goes to President for SignatureBob 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 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 CENTRALWHAT: Resolution of the Estate Tax - An Update of the Estate Tax BillREGISTRATION 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: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.)NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful.Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates,LLP:Lynn D. Stevens, Administrative [email protected] 920.593.1705
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keebler - Planning Between Now and Dec 31Bob 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 CENTRALWHAT: Resolution of the Estate Tax - An Update of the Estate Tax BillREGISTRATION 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: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.)NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful.Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates,LLP:Lynn D. Stevens, Administrative [email protected] 920.593.1705
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keeber and Picker - New IRS Notice on Roth 401(k) ConversionsThe dynamic duo of Bob Keebler and Barry Picker team up again - this time to go over 401(k)to Roth 410(k) Conversions and the latest IRS Notice.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - KEEBLER - RMDs In YEAR of CONVERSIONBob 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 CCHs 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 [email protected]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 Pension Answer Book: Special Supplement on the Final Regulations Governing Minimum Required Distributions (Panel Publishers). Mike serves on the Editorial Advisory Board of Trusts and Estates as Chair, Retirement Benefits Committee.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keebler - Carried InterestBob 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keebler - What the Estate Planning Lawyer Needs to Know About Roth Conversions and Estate Planning for Roth IRAsBob Keebler provides insight into "What the Estate Planning Lawyer (and every other member of the estate and retirement planning team) Needs to Know About Roth Conversions and Estate Planning for Roth IRAs."
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - WILMINGTON TRUST - FUTURE VISION OF ESTATE PLANNING - PART IIAThis 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Wilmington Trust - Future Vision of Estate Planning - Part IIIThis 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
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