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Legislation
Legislation episodes
- Bob Keebler and the Section 1022/AMT Election 'Curveball'In this important PodCast, Bob Keebler reviews what he is calling the Section 1022 Election/AMT 'Curveball.' According to Bob, it appears that there is a strong possibility that taxpayers electing carryover basis will have different basis for AMT and regular tax purposes. This, according to Bob, appears to have been missed by the tax writing committees and the IRS.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Tax Planning Opportunities in Volatile Economic EnvironmentsIn this PodCast, Bob Keebler reviews a variety of strategies that can immediately help clients with their stock and bond investments.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Bob Keebler discusses Revenue Procedure 2011-41Bob Keebler discusses Revenue Procedure 2011-41, which was issued by the IRS on August 5th. Bob covers the safe harbor rules applicable when executors elect out of paying estate tax, as well as the rules on how-to allocate basis
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Bob Keebler focuses on Notice 2011-66In this PodCast, Bob Keebler focuses on Notice 2011-66, the 1022 election not to pay estate tax, along with impact of Form 8939
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Budget Control Act of 2011 Part 2 of 2In this PodCast, Bob Keebler focuses on the tax issues raised by the Budget Control Act of 2011, along with what Congress might do in in the future. Bob also reviews the things advisors should be doing to help their clients. This is Part 2 of 2
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Budget Control Act of 2011. This is Part 1 of 2In this PodCast, Bob Keebler reviewd the current fiscal situation and important dates contained in the Budget Control Act of 2011. This is Part 1 of 2
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keebler - Charitable Trusts to Diversify Concentrated Stock PositionsBob Keebler discusses how charitable and financial planning can intersect to accomplish client goals.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keebler - Stock Options in an Increasing Rate EnvironmentThis is Part I of a two part series. Bob discusses planning strategies where a client has or is considering stock options at a time when interest rates are increasing.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Keebler - Stock Options in an Increasing Rate Environment - Part IIBob Keebler discusses important factors to consider when a client owns or is considering the use of stock options during a time when rates are increasing.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
0 min - Steve Oshins - Nevada Charging Order LawBob Keebler interviews Steve Oshins on the new Nevada Charging Order law.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.comPlease 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.