Legislation
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Legislation episodes

  • Keebler on Five of the Best Estate Planning Ideas of 2018
    In this 20-minute podcast, Bob Keebler summarizes five estate planning ideas that should be considered in 2018, including planning to maximize the section 199A qualified business income deduction, maximizing use of the increased estate tax exemption, and asset protection planning under the new tax law.

    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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  • Estate Planning After Tax Reform
    In this 18-minute podcast, Bob Keebler explains how the new tax law affects estate tax and generation-skipping tax 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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  • 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 visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

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  • Keebler, Blattmachr and Shenkman: Individual Income Tax Planning After Tax Reform
    In this 20-minute podcast, Bob Keebler, Jonathan Blattmachr and Bob Keebler discuss the disallowance of miscellaneous itemized deductions, the new kiddie tax rules, choice of business entity, and other aspects of the 2017 tax legislation.

    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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  • Bob Keebler on the Newly Passed Tax Bill
    In this seven minute podcast, Bob Keebler provides an overview of the tax bill and discusses immediate actions that should be considered by clients.

    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 Gordon on Planning for Stock Basis under the Proposed FIFO Rule
    The Senate version of the Tax Cuts and Jobs Act would eliminate the specific identification method with respect to sales and other dispositions of securities. In this 16-minute podcast, Bob Keebler and Robert N. Gordon, President of Twenty-First Securities Corporation, discuss the implications of the proposal and possible planning options.

    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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  • Larry Brody on the Senate Tax Bill and Life Insurance Contract Basis
    The Senate version of the Tax Cuts and Jobs Act would modify the rules for determining the income tax basis of a life insurance or annuity contract in connection with a sale of the contract. In effect, the bill would reverse the guidance issued by the IRS in Rev. Rul. 2009-13. In this podcast, Larry Brody discusses the proposal. The provision is described at pages 140 through 143 of the Description of the Chairman's Mark of the Senate bill, which can be found at https://www.finance.senate.gov/imo/media/doc/11.9.17%20Chairman's%20Mark.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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  • Bob Keebler Compares the House and Senate Tax Bills
    In this brief podcast, Bob Keebler identifies critical issues that are emerging now that the House and Senate have each released versions of their tax bills. Bob discusses the proposed doubling of the estate and gift tax exemption, the repeal of the deduction for state and local taxes, and business entity choices. 3 minutes 30 seconds.

    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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  • Bob Keebler on the House Tax Bill
    In this 20-minute podcast, Bob Keebler discusses the Tax Cut and Jobs Act and its implications for 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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Covers recent legislation on all topics of interest to financial services professionals.