Legislation
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Legislation episodes

  • Keebler and Lackner - Portability Malpractice Alert
    Bob Keebler and Vince Lackner of Lackner Group discuss the potentially serious malpractice traps involved with the new portability rules.
    Be sure to also listen to our PodCast featuring Bob Keebler and Marty Shenkman on this topic.

    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 - Strategies for Mitigating Taxation of Concentrated Low Basis Positions
    How can a client reduce the potential tax burden where the holding in question is a large concentration of stock in one or two companies? Bob Keebler discusses Strategies for Mitigating taxation of concentrated low basis positions.

    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 - Recent Democratic Estate Tax Proposals
    Bob Keebler discusses with Las Vegas attorney Steve Oshins recent proposals by the Obama administration that would impact significantly on estate tax laws and 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 Shenkman - Portability and Malpractice Trap
    Bob Keebler and Marty Shenkman discuss possible malpractice issues with respect to portability. This is a VERY important message - one LISI suggests EVERY estate planning attorney and CPA listen to carefully!

    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 - Portability Revisited
    Bob Keebler discusses the 2011 Federal Estate Tax Return and Portability with Vince Lackner. Be sure to read Vince Lackner's commentary in LISI Estate Planning Newsletter # 1863.

    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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  • Paul Hood - Noncontrolling Normalizing Adjustments
    Paul Hood discusses non-controlling normalizing adjustments. Don't miss Paul's upcoming 9/28 program at 12:00 P.M. EDT talk on Phil Cavesh’s Ultimate Estate Planner. It's A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques. To learn more or sign up: http://www.ultimateestateplanner.com/092811PH.html


    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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  • Paul Hood - S Corporation Tax Affecting
    Paul Hood - Tax Affect or not Tax Affect S Corporation earnings? Paul Hood discusses the issues.
    Is there a premium? Should you believe the Tax Court? Keep listening.
    Paul Hood will be hosting a 90 minute teleconference on September 28th titled “A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques.” On this special teleconference, Paul will cover how proper plan design is really a 3-part analysis (the technique, the particular assets and the “players” involved), and how to balance “asset” factors such as valuation issues, intended use and management of assets, ease of transfer or division, availability as loan collateral and special tax attributes. Register by calling 866.754.6477 or online using this link: Paul Hood Teleconference .


    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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  • Paul Hood - Discounts for Lack of Marketability When Controlling Interest Involved
    Business Valuation authority Paul Hood discusses valuation when a controlling interest in a closely-held corporation is involved. Paul is the co-author of a new book on business valuation - A Reviewer's Handbook to Business Valuation - that was the subject of our recent book review in Business Entities Newsletter # 127.

    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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  • Paul Hood - Discounts for Built-In Capital Gains
    Paul Hood, co-author with Tim Lee of the recently published book, A Reviewer's Guide to Business Valuations, discusses recent cases involving valuation discounts for built-in capital gains.

    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 - AMT Election
    Bob Keebler discusses the complexities of the AMT election.

    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.