Sign up to save your podcasts
Or
Share Legislation
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Legislation
Legislation episodes
- Keebler - Cleaning Up IRA Distribution IssuesBob Keebler discusses how practitioners should approach thorny IRA distribution issues during tax season.
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 - Integrating Portability with Large IRAsBob Keebler discusses how the $5,000,000 exemption can be best used between spouses through the new portability rules in 2011 and 2012.
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 - IRA Issues That May Arise During Tax SeasonBob Keebler discusses crucial and time-senstive issues such as excess accumulations, excess contributions, late recharacterizations, and missed 60 day roll-overs. Even if you are in the middle of tax season, you need to stop and listen to this short and timely commentary crammmed with tax traps and their solutions.
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 and Blattmachr - Negative Basis and Passive LossesJonathan Blattmachr and Bob Keebler discuss negative basis and passive losses and their interaction with Code Sections 1014 and 1022.
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 - Retirement Distribution StrategiesBob Keebler tells how your clients can make their retirement funds last a lifetime.
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 - Roth Recharacterizations in 2011Timing is everything. Bob Keebler talks about the rules allowing Recharacterization and how much time you have to do it.
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 - GRATs and the $5 M Gift Tax ExemptionBob Keebler discusses Grantor Retained Annuity Trusts and planning techniques and issues presented by the new $5,000,000 gift tax exemption. Bob talks about three situations where GRATs still make great sense in estate planning.
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 and Fox - Carryover BasisBob Keebler and Skip Fox discuss carryover basis. They discuss some of the more difficult issues practitioners are experiencing with respect to 2010 decedents and carryover basis decisions.
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 - Math of Election Out of 2010 Estate TaxBob Keebler discusses the pros and cons of electing out of a 2010 Federal Estate Tax.
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 - Tax Planning with a $5,000,000 Gift Tax ExemptionThe Gift Tax Exemption is now $5,000,000. Bob Keebler talks about the exemption and how to most fully utilize and leverage it. He also talks about 2013 potential recapture (the claw-back) rule.
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
About Legislation
From the publisher's feed
Covers recent legislation on all topics of interest to financial services professionals.