Legislation

Legislation

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Legislation episodes

  • Bob Keebler and Gerard Schreiber -- Hurricane Harvey and Casualty Losses
    In this podcast, Bob Keebler and Gerard Schreiber discuss practical aspects of claiming casualty loss relief for damage from Hurricanes Harvey, Irma and Maria.

    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 -- The Trump Tax Plan
    In this 20-minute audio podcast, Bob Keebler provides an overview of the Trump Administration's framework for tax reform, and discusses its implications for estate tax planning and income tax planning for 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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  • Bob Keebler on the Proposed 5-Year IRA Rule
    A Congressional proposal would limit the stretchout of IRA distributions after the death of the owner in most cases. Bob Keebler analyzes the proposed legislation in this podcast.

    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 and Larry Brody: The Impact of Tax Reform on Life Insurance
    In this podcast, Bob Keebler and Larry Brody discuss the possible impact of proposed transfer tax and income tax reforms on life insurance.

    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 Income Tax Planning for Securities
    In this interview, Bob Keebler and Robert Gordon discuss income tax planning for securities investors under the Trump administration.

    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 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

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  • Keebler and Blattmachr on the Section 2704 Proposed Regs.
    Bob Keebler and Jonathan Blattmachr discuss the newly issued Section 2704 proposed regulations and their implications for estate and business 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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  • Keebler and Aucutt on the Section 2704 Proposed Regulations
    In this podcast, Bob Keebler and Ron Aucutt discuss the newly proposed Regulations under section 2704, and their implications for estate planning and business transactions.

    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 Oshins on Private Decanting
    In this podcast, Bob Keebler and Nevada attorney Steve Oshins discuss private decanting -- decanting a trust without providing notice to the beneficiaries of the trust.

    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 McClintock: The New Death Tax Problem
    In this podcast, Bob Keebler and Matt McClintock discuss the importance of income tax basis and trust income taxation in estate 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.