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Personal Income Tax Planning

Business

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

Location:

United States

Description:

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

Language:

English


Episodes

Bob Keebler and Paul Lee on Capital Gain Planning in 2020

11/14/2020
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

Duration:00:16:20

Keebler on 2020 Year-End Tax Planning

8/13/2020
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

Duration:00:13:32

Keebler and Blattmachr on the Basis of IDGT Assets at Death

7/25/2020
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

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

5/6/2020
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

Duration:00:18:18

Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act

2/1/2020
In this 14-minute podcast, Bob Keebler discusses strategies for planning IRA and qualified plan distributions under the new law, including Roth IRA conversions, charitable remainder trusts as beneficiaries, and the use of life insurance. 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

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

9/7/2019
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

Duration:00:16:34

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

8/21/2019
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

Duration:00:07:34

The Kaestner Supreme Court Decision: An Insider's View

6/25/2019
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

Duration:00:18:13

Kaestner Supreme Court Case -- Corrected Link

6/20/2019
My email this morning contained an incorrect link to the U.S. Supreme Court's opinions in the Kaestner case. The correct link is below. My apologies for the error. In North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, 588 U.S. ____ (6/21/2019), the United States Supreme Court unanimously affirmed a decision of the North Carolina Supreme Court holding unconstitutional the imposition of state income tax on a trust based solely on the residence of trust...

Duration:00:01:25

Bob Keebler on the SECURE Act

5/24/2019
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

Duration:00:10:07

Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims

4/6/2019
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...

Duration:00:03:51

Bob Keebler on Notice 2019-07

1/25/2019
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

Duration:00:09:40

Keebler: An Overview of Section 199A Final Regulations

1/25/2019
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

Duration:00:18:56

Bob Keebler on Roth IRA Basics

9/4/2018
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

Duration:00:18:58

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

8/24/2018
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

Duration:00:20:18

Bob Keebler on Tax Planning Under the Section 199A Regulations

8/20/2018
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

Duration:00:15:21

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

8/17/2018
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

Duration:00:14:00

Bob Keebler on Section 199A: An Executive Summary

8/8/2018
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

Duration:00:17:00

Keebler on Income Tax Planning for IRAs and Qualified Plans

3/31/2018
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

Duration:00:25:02

Keebler on Drawdown and Portfolio Strategies After Tax Reform

3/31/2018
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

Duration:00:24:05