Covers recent cases, rulings, regulations, and legislation dealing with all forms of non-qualified deferred compensation.... more
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Non Qualified Defered Compensation
FAQs about Non Qualified Defered Compensation:
How many episodes does Non Qualified Defered Compensation have?
The podcast currently has 20 episodes available.
Non Qualified Defered Compensation episodes:
October 12, 2012Keebler 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more September 18, 2012Keebler - 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more August 29, 2011Bob 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
...more August 22, 2011Tax Planning Opportunities in Volatile Economic Environments In 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
...more August 10, 2011Bob Keebler discusses Revenue Procedure 2011-41 Bob 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
...more August 10, 2011Bob Keebler focuses on Notice 2011-66 In 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
...more August 10, 2011Budget Control Act of 2011 Part 2 of 2 In 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
...more August 10, 2011Budget Control Act of 2011. This is Part 1 of 2 In 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
...more July 14, 2011Keebler - Financial Planning for Deferred Compensation and Compensatory Stock Bob Keebler provides an overview of issues planners must consider when planning for clients with deferred compensation and/or compensatory stock.
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
...more July 14, 2011Keebler - Charitable Trusts to Diversify Concentrated Stock Positions Bob 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
...more
FAQs about Non Qualified Defered Compensation:
How many episodes does Non Qualified Defered Compensation have?
The podcast currently has 20 episodes available.