Personal Income Tax Planning

By [email protected]

Covers recent cases, rulings, regulations, and legislation pertaining to income taxation of individuals and estates.... more

· Business

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FAQs about Personal Income Tax Planning:

How many episodes does Personal Income Tax Planning have?

The podcast currently has 222 episodes available.

Personal Income Tax Planning episodes:

November 14, 2020 Bob Keebler and Paul Lee on Capital Gain Planning in 2020
In this 16-minute podcast recorded before the election, Bob Keebler and Paul Lee discuss the candidates' proposals for income taxation of capital gains and how to plan for possible law changes.

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
...more
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August 13, 2020 Keebler on 2020 Year-End Tax Planning
In this 13-minute podcast, Bob Keebler discusses tax planning moves to consider at the end of 2020, bearing in mind the possibility of tax law changes in 2021.

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
...more
0min
July 25, 2020 Keebler and Blattmachr on the Basis of IDGT Assets at Death
In this 20-minute podcast, Bob Keebler and Jonathan Blattmachr discuss the income tax basis of assets contributed or sold to an intentionally defective grantor trust.

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
...more
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September 04, 2018 Bob Keebler on Roth IRA Basics
In this 19-minute podcast, Bob Keebler covers the basics of Roth IRAs, including general concepts; taxation of conversions and distributions; mathematics of conversions; and estate tax considerations.

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
...more
0min
August 24, 2018 Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act
In this 20-minute podcast, Bob Keebler discusses strategies for Roth IRA conversions after tax reform.

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
...more
0min
August 20, 2018 Bob Keebler on Tax Planning Under the Section 199A Regulations
In this 15-minute podcast, Bob Keebler discusses planning strategies under the Section 199A proposed regulations.

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
...more
0min
August 17, 2018 Bob Keebler -- Overview of the Section 199A Proposed Regulations
In this 14-minute podcast, Bob Keebler provides an overview of the proposed regulations implementing the income tax deduction for qualified business income.

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
...more
0min
August 08, 2018 Bob Keebler on Section 199A: An Executive Summary
In this 17-minute podcast, Bob Keebler explains new Code section 199A and the planning opportunities it presents.

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
...more
0min
March 31, 2018 Keebler on Income Tax Planning for IRAs and Qualified Plans
In this 25-minute podcast, Bob Keebler discusses planning to maximize the income tax benefits of retirement plans and IRAs under the Tax Cuts and Jobs Act.

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
...more
0min
March 30, 2018 Keebler on Drawdown and Portfolio Strategies After Tax Reform
In this 24-minute podcast, Bob Keebler explains strategies for drawing down investments for retirement after the Tax Cuts and Jobs Act.

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
...more
0min

FAQs about Personal Income Tax Planning:

How many episodes does Personal Income Tax Planning have?

The podcast currently has 222 episodes available.