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An update from time to time on various tax and non-tax issues pertaining to trusts - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.

An update from time to time on various tax and non-tax issues pertaining to trusts - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.
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Location:

United States

Description:

An update from time to time on various tax and non-tax issues pertaining to trusts - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.

Language:

English


Episodes

Bob Keebler on Tax Planning Under the Section 199A Regulations

8/20/2018
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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
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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 the Newly Passed Tax Bill

12/21/2017
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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.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:00:07:19

Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule

11/30/2017
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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.com Please visit our software, books, and PowerPoint...

Duration:00:16:16

Bob Keebler -- The Trump Tax Plan

10/6/2017
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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.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:00:20:18

Best Estate Planning Ideas in 2017

7/10/2017
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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.com Please visit our software, books, and PowerPoint...

Duration:00:12:00

Tax Reform Under President Trump

1/1/2017
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Bob Keebler and Jonathan Blattmachr 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:00:26:29

60 Second Planner: Charitable Deduction Not Allowed Despite Trust Modification

12/22/2016
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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.com Please visit our software, books, and PowerPoint Presentations site at...

Duration:00:01:13

Keebler and Blattmachr on the Section 2704 Proposed Regs.

8/17/2016
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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.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:00:30:41

Keebler and Aucutt on the Section 2704 Proposed Regulations

8/8/2016
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In this podcast, Bob Keebler and Ron Aucutt discuss the newly proposed Regulations under section 2704, and their implications for estate planning and business transactions. 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:00:29:52

Keebler and Oshins on Private Decanting

8/5/2016
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In this podcast, Bob Keebler and Nevada attorney Steve Oshins discuss private decanting -- decanting a trust without providing notice to the beneficiaries of the 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

Duration:00:12:23

Asset Protection Planning with Self-Settled Trusts

2/27/2015
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Bob Keebler and Jonathan Blattmachr discuss the use of self-settled trusts to protect assets from the claims of creditors. 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:00:20:35

Keebler and Batson on Charitable Remainder Trusts

8/17/2014
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Bob Keebler interviews Ted R. Batson, Jr., Vice President of Professional Services for Renaissance Inc., about the benefits of including a charitable remainder trust in an estate plan. 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:00:16:42

Keebler, Blattmachr and Gans on Estate of Trombetta

5/14/2014
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Bob Keebler interviews Professor Mitchell M. Gans and Jonathan G. Blattmachr on the subject of the U.S. Tax Court's decision in Estate of Trombetta v. Commissioner, T.C. Memo. 2013-234. In Trombetta, the Tax Court held that rental properties transferred to an annuity trust were required to be included in the transferor's gross estate because the transfers to the trust were not bona fide sales for adequate and full consideration, and the transferor retained during her lifetime an interest...

Duration:00:25:41

Keebler, Oshins and Lipkind on the Newest NING Trust PLR

3/6/2014
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The IRS has just released PLRs 201410001 through 201410010, approving a Nevada Incomplete Nongrantor (NING) Trust. In this podcast, Bob Keebler interviews Bill Lipkind, the attorney who obtained the ruling, and Steve Oshins, the attorney who handled the Nevada state law review. 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:00:09:54

60 Second Planner: Keebler on CCA 201330033 - SCIN Results in Taxable Gift

8/3/2013
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In Chief Counsel Advice Memorandum 201330033, the IRS concluded that a SCIN transaction by a taxpayer in poor health resulted in a taxable gift. Bob Keebler reports. 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:00:01:17

Keebler and Shenkman: Planning

10/12/2012
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Bob Keebler and Marty Shenkman discuss planning between now and December 31st. The time is crucial and the opportunity is not to be missed. Marty has created a postcard to inform clients of 2012 planning opportunities. A company called "Printing for Less" - which does Marty's newsletter - will customize and mail it for any practitioner at a 20% discount off printing costs + postage. (Marty gets no payment from this). You can use his postcard primarily with no royalties (but a nice note and...

Duration:00:20:11

Keebler - Covered Opinion Rules

9/18/2012
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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,...

Duration:00:06:22

Keebler - CCM 2012 08 026

4/3/2012
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Bob Keebler is joined by Jonathan Blattmachr and this dynamic duo discusses the facts and implications of this important new IRS ruling 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:00:18:19

Keebler - Estate Planning in 2012

3/19/2012
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Bob Keebler discusses tax traps and planning opportunities for planning in a unique and perhaps "last chance" year. 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:00:10:19