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By steve@leimbergservices.com Personal Income Tax Planning
Personal Income Tax Planning
Podcast

Personal Income Tax Planning

By steve@leimbergservices.com
205
3

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

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

205
3

Bob Keebler and Paul Lee on Capital Gain Planning in 2020

Episode in Personal Income Tax Planning
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
Business and industry 5 years
0
0
6
16:20

Keebler on 2020 Year-End Tax Planning

Episode in Personal Income 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
Business and industry 5 years
0
0
5
13:32

Keebler and Blattmachr on the Basis of IDGT Assets at Death

Episode in Personal Income Tax Planning
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
Business and industry 5 years
0
0
6
21:18

Bob Keebler and Mark Fichtenbaum: Tax Planning in a Volatile Market with Low Interest Rates

Episode in Personal Income Tax Planning
In this 18-minute podcast, Bob Keebler and attorney Mark Fichtenbaum discuss tax planning opportunities for securities investors in a volatile, low interest rate environment. 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
Business and industry 5 years
0
0
5
18:18

Bob Keebler and Ed Slott on RMDs Under the CARES Act

Episode in Personal Income Tax Planning
In this 18-minute podcast, Bob Keebler and Ed Slott discuss the changes made by the CARES Act to the rules on required minimum distributions from retirement plans and IRAs. 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
Business and industry 5 years
0
0
6
17:39

Bob Keebler and Robert Gordon on Investing in an Ultra-Low Interest Rate Environment

Episode in Personal Income Tax Planning
In this 18-minute podcast, Bob Keebler and Robert Gordon discuss income tax aspects of investing in fixed-income investments a low-interest-rate environment. 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
Business and industry 6 years
0
0
6
16:34

Bob Keebler and Robert LeClair on the Inversion of the Yield Curve

Episode in Personal Income Tax Planning
Bob Keebler interviews Professor Robert LeClair to explore the significance of the recent inversion of the U.S. Treasury yield curve. 8 minutes. 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
Business and industry 6 years
0
0
5
07:35

The Kaestner Supreme Court Decision: An Insider's View

Episode in Personal Income Tax Planning
In this 18-minute podcast Bob Keebler interviews attorneys David A. O'Neil and Anna Moody, who represented the taxpayer in North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, decided by the United States Supreme Court on June 21, 2019. 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
Business and industry 6 years
0
0
7
18:13

Bob Keebler on the SECURE Act

Episode in Personal Income Tax Planning
In this ten-minute podcast, Bob Keebler explains the new IRA distribution rules in the SECURE Act, H.R. 1994 which was passed by the House of Representatives on May 23, 2019. He suggests planning solutions to be considered if the bill is enacted. 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
Business and industry 6 years
0
0
6
10:08

Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims

Episode in Personal Income Tax Planning
In this four-minute podcast, Bob Keebler and Professor Mitchell Gans discuss the implications of North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, scheduled for oral argument before the United States Supreme Court this month. They suggest that certain taxpayers in North Carolina and states with similar laws consider filing claims for refund of income tax paid. 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
Business and industry 6 years
0
0
5
03:52

Bob Keebler on Notice 2019-07

Episode in Personal Income Tax Planning
When does the rental of real estate constitute a trade or business for purposes of Code section 199A? Bob Keebler analyzes Notice 2019-07 in this 10-minute podcast. 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
Business and industry 6 years
0
0
7
09:41

Keebler: An Overview of Section 199A Final Regulations

Episode in Personal Income Tax Planning
In this 19-minute podcast, Bob Keebler provides an overview of the final section 199A regulations and Notice 2019-07. 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
Business and industry 6 years
0
0
7
18:57

Bob Keebler on Roth IRA Basics

Episode in Personal Income Tax Planning
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
Business and industry 7 years
0
0
6
18:59

Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act

Episode in Personal Income Tax Planning
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
Business and industry 7 years
0
0
6
20:19

Bob Keebler on Tax Planning Under the Section 199A Regulations

Episode in Personal Income Tax Planning
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
Business and industry 7 years
0
0
7
15:22

Bob Keebler -- Overview of the Section 199A Proposed Regulations

Episode in Personal Income Tax Planning
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
Business and industry 7 years
0
0
5
14:01

Bob Keebler on Section 199A: An Executive Summary

Episode in Personal Income Tax Planning
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
Business and industry 7 years
0
0
5
17:01

Keebler on Income Tax Planning for IRAs and Qualified Plans

Episode in Personal Income Tax Planning
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
Business and industry 7 years
0
0
7
25:03

Keebler on Drawdown and Portfolio Strategies After Tax Reform

Episode in Personal Income Tax Planning
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
Business and industry 7 years
0
0
7
24:06

Keebler on Avoiding Low Basis Traps

Episode in Personal Income Tax Planning
In this 6-minute podcast, Bob Keebler discusses income tax basis planning 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
Business and industry 7 years
0
0
7
05:58
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