Podcasts

Bob Keebler and Paul Lee on Capital Gain Planning in 2020

Published: Nov. 14, 2020, 12:17 a.m.
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Keebler on 2020 Year-End Tax Planning

Published: Aug. 13, 2020, 4:03 a.m.
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Video Podcast: Keebler and Shenkman on the PPP Flexibility Act

Published: June 5, 2020, 12:27 a.m.
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Bob Keebler and Ed Slott on RMDs Under the CARES Act

Published: April 15, 2020, 12:38 a.m.
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Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act

Published: Jan. 31, 2020, 11:55 p.m.
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Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act

Published: Jan. 25, 2020, 12:25 a.m.
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Keebler on IRAs Payable to Trusts After the SECURE Act

Published: Jan. 17, 2020, 11:16 p.m.
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IRA Planning Under the SECURE Act

Published: Dec. 24, 2019, 4:53 a.m.
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Bob Keebler on the SECURE Act

Published: May 24, 2019, 2:46 a.m.
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California: Planning in Anticipation of Estate Tax Legislation

Published: April 12, 2019, 3:39 a.m.
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Bob Keebler on Notice 2019-07

Published: Jan. 25, 2019, 1:02 a.m.
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Keebler: An Overview of Section 199A Final Regulations

Published: Jan. 25, 2019, 12:58 a.m.
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Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act

Published: Aug. 24, 2018, 6:20 a.m.
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Bob Keebler on Tax Planning Under the Section 199A Regulations

Published: Aug. 20, 2018, 4:14 a.m.
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Bob Keebler -- Overview of the Section 199A Proposed Regulations

Published: Aug. 17, 2018, 4:37 a.m.
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Bob Keebler on Section 199A: An Executive Summary

Published: Aug. 8, 2018, 7:55 a.m.
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Keebler on Income Tax Planning for IRAs and Qualified Plans

Published: March 31, 2018, 12:13 a.m.
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Keebler on Drawdown and Portfolio Strategies After Tax Reform

Published: March 30, 2018, 11:52 p.m.
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Keebler on Avoiding Low Basis Traps

Published: March 23, 2018, 12:31 a.m.
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Keebler on Five of the Best Estate Planning Ideas of 2018

Published: March 23, 2018, 12:12 a.m.
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Estate Planning After Tax Reform

Published: March 16, 2018, 10:10 p.m.
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Tax Planning for Real Estate Under TCJA

Published: March 16, 2018, 10:05 p.m.
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Keebler, Blattmachr and Shenkman: Asset Protection Planning Under the New Tax Law

Published: Jan. 12, 2018, 10:39 p.m.
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Keebler, Blattmachr and Shenkman: Individual Income Tax Planning After Tax Reform

Published: Jan. 5, 2018, 9:45 p.m.
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Bob Keebler on the Newly Passed Tax Bill

Published: Dec. 21, 2017, 4:42 a.m.
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Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule

Published: Nov. 30, 2017, 1:37 a.m.
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Larry Brody on the Senate Tax Bill and Life Insurance Contract Basis

Published: Nov. 15, 2017, 7:38 a.m.
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Bob Keebler Compares the House and Senate Tax Bills

Published: Nov. 14, 2017, 8:24 p.m.
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Bob Keebler on the House Tax Bill

Published: Nov. 4, 2017, 1:03 a.m.
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Bob Keebler and Gerard Schreiber -- Hurricane Harvey and Casualty Losses

Published: Oct. 6, 2017, 11:15 p.m.
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Bob Keebler -- The Trump Tax Plan

Published: Oct. 6, 2017, 10:56 p.m.
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Bob Keebler on the Proposed 5-Year IRA Rule

Published: Aug. 4, 2017, 4:27 a.m.
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Bob Keebler and Larry Brody: The Impact of Tax Reform on Life Insurance

Published: June 20, 2017, 4:22 a.m.
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Keebler and Gordon on Income Tax Planning for Securities

Published: Jan. 20, 2017, 1:46 a.m.
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Tax Reform Under President Trump

Published: Jan. 1, 2017, 8:29 p.m.
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Keebler and Blattmachr on the Section 2704 Proposed Regs.

Published: Aug. 17, 2016, 4:36 a.m.
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Keebler and Aucutt on the Section 2704 Proposed Regulations

Published: Aug. 8, 2016, 10:45 p.m.
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Keebler and Oshins on Private Decanting

Published: Aug. 5, 2016, 5:18 a.m.
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Keebler and McClintock: The New Death Tax Problem

Published: July 30, 2016, 2:25 a.m.
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Keebler and Blattmachr on the Basis Consistency Rules

Published: April 1, 2016, 8:29 p.m.
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The Administration's 2017 Budget Proposals

Published: Feb. 23, 2016, 3 a.m.
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Keebler and Lackner on Form 8971

Published: Feb. 2, 2016, 5:13 a.m.
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Keebler and Angkatavanich on Section 2701 Basics

Published: Oct. 29, 2015, 2:58 a.m.
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Keebler and Blattmachr on Tax Law Change Through Executive Action

Published: March 17, 2015, 10:15 p.m.
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Keebler and Karibjanian - Federal Law for Same-Sex married Couple After Windsor

Published: July 25, 2013, 5:21 a.m.
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American Taxpayer Relief Act of 2012

Published: Jan. 8, 2013, 10:04 p.m.
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Keebler and Shenkman: Planning

Published: Oct. 12, 2012, 10:42 p.m.
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Keebler - Covered Opinion Rules

Published: Sept. 18, 2012, 6:51 a.m.
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Keebler - Timing Social Security

Published: June 4, 2012, 10:39 p.m.
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Keebler - Taxpayer Penalties

Published: March 25, 2012, 8:48 p.m.
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Keebler - Estate Planning in 2012

Published: March 19, 2012, 6:24 a.m.
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Keebler and Blattmachr - Planning in 2012

Published: Jan. 31, 2012, 2:12 a.m.
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Keebler and Blattmachr - Federal Tax Aspects of Decanting

Published: Jan. 5, 2012, 9:33 p.m.
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Keebler - Roth IRA Conversions Revisited

Published: Dec. 16, 2011, 7:15 a.m.
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Keebler - Taxation of Options - Part 2

Published: Dec. 16, 2011, 7:10 a.m.
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Keebler and Blattmacher Discuss Portability

Published: Oct. 18, 2011, 10:21 p.m.
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Keebler - 2010 Form 8939 and 706 with Vince Lackner

Published: Oct. 17, 2011, 11:28 p.m.
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Keebler - Portfolio Tax Plannning in Volatile Economic Environments

Published: Oct. 17, 2011, 11:14 p.m.
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Keebler - Straddle Rules of Section 1092

Published: Oct. 3, 2011, 6:48 a.m.
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Keebler and Lackner - Portability Malpractice Alert

Published: Oct. 2, 2011, 9:42 p.m.
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Keebler - Strategies for Mitigating Taxation of Concentrated Low Basis Positions

Published: Sept. 26, 2011, 4:53 a.m.
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Keebler and Oshins - Recent Democratic Estate Tax Proposals

Published: Sept. 19, 2011, 5:58 a.m.
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Keebler and Shenkman - Portability and Malpractice Trap

Published: Sept. 19, 2011, 5:53 a.m.
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Keebler - Portability Revisited

Published: Sept. 15, 2011, 11:28 p.m.
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Paul Hood - Noncontrolling Normalizing Adjustments

Published: Sept. 14, 2011, 7:27 a.m.
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Paul Hood - S Corporation Tax Affecting

Published: Sept. 12, 2011, 10:10 p.m.
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Paul Hood - Discounts for Lack of Marketability When Controlling Interest Involved

Published: Sept. 11, 2011, 7:03 a.m.
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Paul Hood - Discounts for Built-In Capital Gains

Published: Sept. 10, 2011, 11:32 p.m.
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Keebler - AMT Election

Published: Sept. 6, 2011, 8:55 p.m.
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Bob Keebler and the Section 1022/AMT Election 'Curveball'

Published: Aug. 29, 2011, 9:26 p.m.
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Tax Planning Opportunities in Volatile Economic Environments

Published: Aug. 22, 2011, 3:37 a.m.
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Bob Keebler discusses Revenue Procedure 2011-41

Published: Aug. 10, 2011, 6:55 a.m.
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Bob Keebler focuses on Notice 2011-66

Published: Aug. 10, 2011, 6:52 a.m.
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Budget Control Act of 2011 Part 2 of 2

Published: Aug. 10, 2011, 6:44 a.m.
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Budget Control Act of 2011. This is Part 1 of 2

Published: Aug. 10, 2011, 6:30 a.m.
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Keebler - Charitable Trusts to Diversify Concentrated Stock Positions

Published: July 14, 2011, 5:19 a.m.
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Keebler - Stock Options in an Increasing Rate Environment - Part II

Published: July 13, 2011, 6:05 a.m.
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Steve Oshins - Nevada Charging Order Law

Published: July 1, 2011, 4:19 a.m.
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Keebler - Roth IRAs

Published: June 26, 2011, 3:29 a.m.
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Keebler - Early Distributions

Published: June 26, 2011, 3:25 a.m.
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Keebler - Briefing Roth IRA Recharacterizations

Published: June 26, 2011, 3:22 a.m.
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Keebler - Tax Sensitive Withdrawals - Part 1

Published: June 26, 2011, 3:19 a.m.
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Keebler - IRA Asset Protection Update

Published: May 30, 2011, 10:42 p.m.
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Keebler - 100% Exclusion for Qualified Small Business Stock

Published: May 30, 2011, 10:18 p.m.
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Keebler and Picker - Transferring IRAs to a Grantor Trust

Published: May 3, 2011, 6:49 a.m.
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Keebler - Sophisticated Roth IRA Annuity Conversions

Published: April 27, 2011, 6:19 a.m.
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Keebler - Developing IRA Annnuity Strategies

Published: April 27, 2011, 6:08 a.m.
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Keebler - 2010 Decedents - Reporting Taxable Gains on Sale or Dispostion of Property

Published: April 15, 2011, 8:56 p.m.
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Keebler - Cleaning Up IRA Distribution Issues

Published: April 4, 2011, 6:56 a.m.
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Keebler - Integrating Portability with Large IRAs

Published: April 4, 2011, 6:47 a.m.
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Keebler - IRA Issues That May Arise During Tax Season

Published: April 4, 2011, 6:39 a.m.
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Keebler and Blattmachr - Negative Basis and Passive Losses

Published: April 4, 2011, 6:30 a.m.
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Keebler - Retirement Distribution Strategies

Published: April 3, 2011, 6:44 a.m.
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Keebler - Roth Recharacterizations in 2011

Published: April 3, 2011, 6:31 a.m.
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Keebler - GRATs and the $5 M Gift Tax Exemption

Published: March 5, 2011, 7:37 a.m.
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Keebler and Fox - Carryover Basis

Published: March 5, 2011, 7:32 a.m.
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Keebler - Math of Election Out of 2010 Estate Tax

Published: Jan. 23, 2011, 9:23 p.m.
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Keebler - Tax Planning with a $5,000,000 Gift Tax Exemption

Published: Jan. 23, 2011, 9:16 p.m.
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Keebler - Understanding 2010 Carryover Basis Provisions

Published: Jan. 23, 2011, 9:09 p.m.
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Keebler - Transfering IRAs to Charity and Roth IRA Planning Under 2010 Tax Relief Act

Published: Dec. 30, 2010, 12:53 a.m.
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Estate Tax Law Goes to President for Signature

Published: Dec. 17, 2010, 7:46 a.m.
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Keebler - Planning Between Now and Dec 31

Published: Dec. 15, 2010, 1:26 a.m.
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Keeber and Picker - New IRS Notice on Roth 401(k) Conversions

Published: Dec. 3, 2010, 7:14 a.m.
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KEEBLER - RMDs In YEAR of CONVERSION

Published: July 30, 2010, 12:03 a.m.
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Keebler - Carried Interest

Published: June 7, 2010, 12:16 a.m.
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Wilmington Trust - Future Vision of Estate Planning - Part 1

Published: May 6, 2010, 7 a.m.
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Keebler and Cantrell - How 3.8 Surtax Applies to Trusts and Estates

Published: April 5, 2010, 4:37 a.m.
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Keebler on the New 3.8% Surtax

Published: March 26, 2010, 12:43 a.m.
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Roth IRA Conversions - Bob Keebler

Published: Sept. 2, 2009, 1:26 a.m.
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Net Operating Loss Guidance: Let's Try This One Again - Ed Zollars

Published: May 3, 2009, 5:29 a.m.
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Losses and Choices-Stimulus Bill Net Operating Loss Rules - Ed Zollars

Published: Feb. 16, 2009, 4:58 a.m.
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Sharing the Credit-IRS Rules on Section 36 Provision - Ed Zollars

Published: Jan. 19, 2009, 2:36 a.m.
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Debt, Foreclosure and the Tax Law - Ed Zollars

Published: Jan. 16, 2009, 7:21 a.m.
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Home Run-A Look at Some Tax Provisions in the New Housing Law - Ed Zollars

Published: July 27, 2008, 1:40 a.m.
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Economic Stimulus Package of 2008 (Tax Matters) - Ed Zollars

Published: Feb. 9, 2008, 4:48 a.m.
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End of Year Trifecta of New Tax Bills - Ed Zollars

Published: Dec. 27, 2007, 2:33 a.m.
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Insurable Interest - Part 3 - Steve Leimberg and Randy Zipse

Published: Aug. 24, 2007, 1:29 a.m.
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Future Vision of Estate Planning - Part II- Dick Nenno

Published: July 30, 2007, 6:14 a.m.
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Future Vision of Estate Planning - Part 1 - Dick Nenno

Published: July 26, 2007, 3:45 a.m.
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Substantial Understatements - The Penalty under 6662(b)(2) - Ed Zollars

Published: July 8, 2007, 4:22 a.m.
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A Review of Section 6662(b)(1) Client Penalties - Ed Zollars

Published: June 30, 2007, 6:45 a.m.
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Delay of Game-IRS Grants Temporary Relief For Section 6694(a) Changes - Ed Zollars

Published: June 17, 2007, 4:57 a.m.
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Into the Penalty Box-Updated Prepared Penalty Provision in New Law - Ed Zollars

Published: June 1, 2007, 2:20 a.m.
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Kiddie Tax Update: Correction to New Law Podcast - Ed Zollars

Published: May 29, 2007, 4:25 a.m.
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On Second Try-Tax Law Changes Come Back After Veto - Ed Zollars

Published: May 25, 2007, 4:28 a.m.
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Wilmington Trust's Future Vision of Estate Planning - Part 2 - Dick Nenno

Published: May 9, 2007, 6:22 a.m.
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The Future Vision of Estate Planning 2007 - Part 1 - Dick Nenno

Published: May 9, 2007, 6:03 a.m.
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Insurable Interest - Part 2 - Steve Leimberg and Randy Zipse

Published: March 7, 2007, 5:37 a.m.
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Insurable Interest - Part 1 - Steve Leimberg and Randy Zipse

Published: March 3, 2007, 7:54 a.m.
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The New and Improved Health Savings Account - Ed Zollars

Published: Feb. 11, 2007, 11:46 p.m.
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Giving Credit Where Credit is Overdue-Holiday AMT Gift - Ed Zollars

Published: Dec. 9, 2006, 7:09 a.m.
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Life Insurance and Charitable Planning - Part II - Steve Leimberg

Published: Nov. 29, 2006, 6:11 a.m.
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Life Insurance and Charitable Planning - Part I - Steve Leimberg

Published: Nov. 29, 2006, 5:53 a.m.
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The Future Vision of Estate Planning - Part II- Dick Nenno

Published: Nov. 28, 2006, 11:33 p.m.
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The Future Vision of Estate Planning - Part I - Dick Nenno

Published: Nov. 28, 2006, 11:07 p.m.
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Congress Plants a Landmine-Company Owned Life Insurance - Ed Zollars

Published: Aug. 11, 2006, 8:09 p.m.
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Tax Increase Prevention Act of 2005-The Highlights and Lowlights - Ed Zollars

Published: May 19, 2006, 3:54 a.m.
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"Kill the Death Tax Forever" - But First,, a Few Questions! Steve Leimberg

Published: April 24, 2006, 11:47 p.m.
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Investor Initiated Life Insurance - Free Lunch or Acid Indigestion? Steve Leimberg

Published: March 24, 2006, 8:35 p.m.
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Efficient Tax Research - Ed Zollars

Published: Feb. 17, 2006, 3:47 a.m.
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Medicaid Changes - Deficit Reduction Act 2005 - Bernard A. Krooks

Published: Feb. 8, 2006, 10:51 p.m.
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Dependent on It--The New Uniform Definition of a Child and the Revised Section 152

Published: Jan. 6, 2006, 3:37 a.m.
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Clarification of KETRA Mileage Provision

Published: Sept. 29, 2005, 7 p.m.
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Katrina Relief Bill Has Items of Impact Outside Katrina Area

Published: Sept. 27, 2005, 7 p.m.
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Tax Relief Available for Victims of Natural Disasters

Published: Aug. 31, 2005, 7 p.m.
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Activity Before Everyone Leaves Washington and the Saga of S Corporations and FICA

Published: Aug. 5, 2005, 7 p.m.
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Spiffy Self-Employment Tax

Published: July 4, 2005, 7 p.m.
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Self-Employment Tax and LLCs

Published: July 1, 2005, 7 p.m.
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