Legislation

Legislation

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Legislation episodes

  • Keebler - Taxpayer Penalties
    Bob speaks with Mike Gollar, a tax attorney about Taxpayer Penalties and how to avoid them.

    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 - Estate Planning in 2012
    Bob Keebler discusses tax traps and planning opportunities for planning in a unique and perhaps "last chance" year.

    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 - Planning in 2012
    Stars Bob Keebler and Jonathan Blattmachr discuss multiple planning tactics and considerations for this most important and pivotal year.

    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 - Federal Tax Aspects of Decanting
    Bob Keebler and Jonathan Blattmachr discuss what decanting is and how it is impacted by federal tax laws.

    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 - Roth IRA Conversions Revisited
    Bob Keebler, with years of experience in Roth Conversions, provides LISI members with his views of where things stand today and the opportunities and pitfalls.

    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 - Taxation of Options - Part 2
    In this Podcast, Bob Keebler follows up on his previous PodCast, Taxation of Options - Part 1. Here, Bob concentrates on the taxation involved in the sale of Call 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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  • Keebler and Blattmacher Discuss Portability
    Bob Keebler and Jonathan Blattmachr discuss potential portability of spouse's exemption issues and their solutions. Be sure to search our LISI Estate Planning Newsletters for more on this very important topic. Be sure to check-out the Keebler-Shenkman article for top malpractice mistakes.

    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 - 2010 Form 8939 and 706 with Vince Lackner
    Bob Keebler discusses the operation, traps, and tips regarding the 2010 Form 8939 and IRS form 706 with Vince Lackner of the Lackner Group.

    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 - Portfolio Tax Plannning in Volatile Economic Environments
    Bob Keebler discusses with Mark Fichtenbaum and Robert Gordon how to handle tax issues at a time of difficult and volatile economic conditions. He and his guests discuss Code Section 1091 and its impact. operation and planning strategies.

    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 - Straddle Rules of Section 1092
    Bob Keebler discusses Section 1092 Straddle Rules

    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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About Legislation

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