Legislation
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Legislation episodes

  • Keebler and Blattmachr on the Basis Consistency Rules
    In this podcast, Bob Keebler and Jonathan Blattmachr discuss the basis consistency rules of Code section 1014(f) and the reporting rules of Code section 6035, including new Form 8971.

    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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  • The Administration's 2017 Budget Proposals
    In this podcast, Bob Keebler analyzes the Administration's 2017 Budget Proposals released on February 9, 2016, with emphasis on the proposals relating to retirement plans, estate tax and individual income tax.

    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 Lackner on Form 8971
    Bob Keebler and Vince Lackner discuss the basis consistency rules of Code sections 1014(f) and 6035, and Form 8971 recently released by the IRS.

    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 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 slice" rule
    - Recapitalizations and CCA 201442053
    - Planning opportunities.
    Recorded August 25, 2015.


    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 Tax Law Change Through Executive Action
    On March 2, 2015, White House Press Secretary Josh Earnest confirmed that President Obama is "very interested" in the idea of raising taxes through unilateral executive action. In this podcast, Bob Keebler and Jonathan Blattmachr discuss the prospect of the administration taking action, independent of Congress, to eliminate valuation discounts, restrict the use of GRATs, or otherwise change the tax rules that govern 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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  • Keebler and Karibjanian - Federal Law for Same-Sex married Couple After Windsor
    Bob Keebler and George Karibjanian follow up on George's recent LISI commentaries on the impact of Windsor. Is it Equality for All or Only for Some? To understand the impact of Section 3 of DOMA, listen to this fascinating discussion.

    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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  • 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

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  • 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 called "Printing for Less" - which does Marty's newsletter - will customize and mail it for any practitioner at a 20% discount off printing costs + postage. (Marty gets no payment from this).
    You can use his postcard primarily with no royalties (but a nice note and perhaps a gift to charity in Marty's name is in order).
    To learn more, just go to http://www.printingforless.com/shenkman and you can quickly handle the entire process.
    LISI has posted Marty's sample postcard and a flyer that explains it. You can find it by loging into LISI and looking under ActualText.


    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 - 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 is section 10.35, which requires competence and 10.36 dealing with management oversight proceedures and standards.

    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 - Timing Social Security
    Bob Keebler shares ideas on social security timing. Timing IS everything!

    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.