Covers recent cases, rulings, regulations, and legislation dealing with tax and non-tax issues pertaining to trusts, their beneficiaries, trustees, and protectors.... more
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Trusts
FAQs about Trusts:
How many episodes does Trusts have?
The podcast currently has 65 episodes available.
Trusts episodes:
July 25, 2020Keebler 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more August 20, 2018Bob 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more August 17, 2018Bob 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.comPlease visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
...more December 21, 2017Bob Keebler on the Newly Passed Tax Bill In this seven minute podcast, Bob Keebler provides an overview of the tax bill and discusses immediate actions that should be considered by clients.
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 November 30, 2017Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule The Senate version of the Tax Cuts and Jobs Act would eliminate the specific identification method with respect to sales and other dispositions of securities. In this 16-minute podcast, Bob Keebler and Robert N. Gordon, President of Twenty-First Securities Corporation, discuss the implications of the proposal and possible planning options.
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 October 06, 2017Bob Keebler -- The Trump Tax Plan In this 20-minute audio podcast, Bob Keebler provides an overview of the Trump Administration's framework for tax reform, and discusses its implications for estate tax planning and income tax planning for trusts and estates.
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 10, 2017Best Estate Planning Ideas in 2017 In this podcast, Bob Keebler identifies and explains the best estate tax planning strategies in today's uncertain tax environment, including spousal trusts, GRATs, sales to intentionally defective grantor trusts, choosing trust situs, ING trusts, charitable remainder and lead trusts, and split dollar life insurance transactions.
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 January 01, 2017Tax Reform Under President Trump Bob Keebler and Jonathan Blattmachr
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 December 22, 201660 Second Planner: Charitable Deduction Not Allowed Despite Trust Modification In CCA 201651013, the IRS Chief Counsel concludes that a trust is not entitled to claim a charitable income tax deduction despite a modification of the trust to permit charitable distributions. Bob Keebler reports. The full text of CCA 201651013 can be found at https://www.irs.gov/pub/irs-wd/201651013.pdf .
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 17, 2016Keebler and Blattmachr on the Section 2704 Proposed Regs. Bob Keebler and Jonathan Blattmachr discuss the newly issued Section 2704 proposed regulations and their implications for estate and business 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
...more
FAQs about Trusts:
How many episodes does Trusts have?
The podcast currently has 65 episodes available.