Legislation

Legislation

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Legislation episodes

  • Wilmington Trust - Future Vision of Estate Planning - 2010 - Part II B
    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

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  • Wilmington Trust - Future Vision of Estate Planning - Part 1
    Dick Nenno of Wilmingtion Trust returns to provide a "2010 Future Vision of Estate Planning - Issues You Probably Never Considered - But Should Now."
    Dick 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 Parts II and 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

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  • Keebler and Cantrell - How 3.8 Surtax Applies to Trusts and Estates
    Bob Keebler of Baker Tilly and Carol Cantrell of Briggs & Veselka team up to discuss the 2010 Health Care Reconciliation Bill and how the 3.8% Surtax applies to trusts and estates.

    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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  • Keebler on the New 3.8% Surtax
    Bob Keebler discusses the new surtax on passive investment income and why Roth Conversions should be considered by some wealthy individuals who will be subjected to the surtax.

    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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  • Net Operating Loss Guidance: Let's Try This One Again - Ed Zollars

    This PodCast is about Net Operating Losses.

    The IRS has issued a revised ruling on the use of a net operating loss under the new rules Congress added in February. The new ruling, Revenue Ruling 2009-26, updates and liberalizes the guidance previously given in Revenue Ruling 2009-19 issued on March 16.
    The new guidance allows taxpayers to simply file a carryback for the appropriate number of years to make the election, but there are special due date rules you have to worry about.

    The materials are at http://www.edzollars.com/2009-05-04_NetOperatingLoss.pdf.



    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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  • 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 some taxpayers within 60 days after the bill is signed into law, as well as giving us a "sliding" window for when we start using a net operating loss for the year we elect to have it apply to.
    The podcast materials are located at http://www.edzollars.com/2009-02-16_NOL.pdf .


    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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  • Sharing the Credit-IRS Rules on Section 36 Provision - Ed Zollars

    This PodCast is about the first-time homebuyer credit - and unmarried individuals. Last year when Congress added the first-time homebuyer credit found in Section 36, they included the ability for unmarried individuals who jointly acquire a residence to allocate the credit among themselves, and gave the IRS the ability to write the rules to allow this to happen. In Notice 2009-12 the IRS has outlined those rules, and they proved to be very taxpayer friendly.

    The materials for the podcast can be downloaded at http://www.edzollars.com/2009-01-20_UnmarriedCredit.pdf .



    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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  • Debt, Foreclosure and the Tax Law - Ed Zollars
    This PodCast is based on a topic that was part of a panel Ed Zollars participated in at the Arizona Forum for Improvement of Taxation's winter conference. He spoke with attorney Tracy Essig of Phoenix regarding these matters.

    The materials can be downloaded at http://www.edzollars.com/ForeclosureDebtandTaxes.pdf

    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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Covers recent legislation on all topics of interest to financial services professionals.