Split Dollar Life Insurance

By [email protected]

Covers recent cases, rulings, regulations, and legislation dealing with all forms of split dollar life insurance.... more

· Business

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FAQs about Split Dollar Life Insurance:

How many episodes does Split Dollar Life Insurance have?

The podcast currently has 14 episodes available.

Split Dollar Life Insurance episodes:

September 18, 2012 Keebler - 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.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more
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September 11, 2012 Keebler and Buck - Split Dollar Case Discussion
Bob Keebler and Keith Buck discuss the implications of Neff, an important new split dollar case.

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 29, 2011 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.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more
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August 22, 2011 Tax 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.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more
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August 10, 2011 Bob 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.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more
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August 10, 2011 Bob 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.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more
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August 10, 2011 Budget 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.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more
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August 10, 2011 Budget 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.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more
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May 09, 2007 Wilmington Trust's Future Vision of Estate Planning - Part 2 - Dick Nenno
This PodCast is Part 2 of Wilmington Trust's 2007 Future Vision of Estate Planning and features Dick Nenno asking perceptive questions of some of the brightest and most creative minds in practice today.

Leimberg Information Services Inc. (LISI) is deeply appreciative of Wilmington Trust Company's willingness to share with LISI members this very practical and insightful session.

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
May 09, 2007 The Future Vision of Estate Planning 2007 - Part 1 - Dick Nenno
This PodCast contains the first round of Wilmington Trust's 2007 Future Vision of Estate Planning and features Dick Nenno asking perceptive questions of some of the brightest and most creative minds in practice today. This is Part 1.

Leimberg Information Services Inc. (LISI) is deeply appreciative of Wilmington Trust Company's willingness to share with LISI members this very practical and insightful session.

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 Split Dollar Life Insurance:

How many episodes does Split Dollar Life Insurance have?

The podcast currently has 14 episodes available.