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Personal Income Tax Planning

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

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

Language:

English


Episodes

Bob Keebler on Roth Conversions by Asset Class

8/4/2017
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In this podcast, Bob Keebler discusses a powerful planning technique: multiple Roth IRA conversions. 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: 00:07:08


Keebler and Gordon on Income Tax Planning for Securities

1/20/2017
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In this interview, Bob Keebler and Robert Gordon discuss income tax planning for securities investors under the Trump administration. 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


American Taxpayer Relief Act of 2012

1/8/2013
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Estate Planning after the American Taxpayer Relief Act of 2012 Video Presentation. 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

Does Anybody Know What Time I Filed?

10/20/2005
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This Podcast coversthe issues surrounding the use of the mail and electronic filing to prove a filing date. The materials can be downloaded by clickingthis link and can be referred to while listening to the podcast. There are a number of myths and misunderstandings among practitioners in this area, so we review the authority in this area. We also talk about the split among the Circuits on whether Section 7502(c) provides the exclusive method to have a presumption of timely filing if the...

Tax Relief Available for Victims of Natural Disasters

8/31/2005
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Given the disaster that has taken place on the Gulf Coast with Hurricane Katrina and its aftermath, I've put together a quick and dirty summary of some of the tax issues involved in casualty losses andand federally declared disaster areas that may be of use for those of us who have clients that are located in the affected areas. Note that since this was put together rather quickly, you should confirm all of these details. I also added brief consideration of the issues to be considered with...

Developments in the Dependency Exemption for Divorced Parents

8/25/2005
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Thispodcastdealswith children of divorced parents.Tax Court Summary Opinion (Oman v. Commissioner, TC Summary Opinion 2005-110) potentially sheds somelight on the rule under the law in effect prior to 2005 about the dependency exemption for the noncustodial parent. The matter at hand is what happens if the divorce decree clearly provides that the noncustodial spouse should be given the exemption, but a proper Form 8332 isn't filed with the return. The answer in this case may surprise some...

Let the Sun Shine In - Solar Energy Credits under the Energy Tax Incentives

8/18/2005
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Thispodcastdealswith the solar energy provisions of the Energy Tax Incentives Act of 2005 and the related credits available under Arizona income tax law. The Podcast Materials for this podcast are available for download at http://ezollars.libsyn.com. 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

Home is Where the Power Goes--Energy Tax Incentives Beginning in 2006 Under

8/10/2005
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This podcast pertains to the Energy Bill. Download the materials for this presentation from the http://ezollars.libsyn.com website, or simply go to http://www.edzollarstaxupdate.com. 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

Activity Before Everyone Leaves Washington and the Saga of S Corporations a

8/5/2005
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A general update on tax developmentsincluding a summary on twotax bills, two revenue rulings that were published, and a discussion of the IRS announcement of National Research Project exams for S corporations for 2003 and 2004. The materials should be downloaded from the ezollars.libsyn.com website to follow along with on the FICA presentation.This Podcast sponsored by Leimberg Information Services, Inc. (LISI) at http://www.leimbergservices.com Please visit our "products" site at...

What's Up Doc? Medical Reimbursement Plans

7/28/2005
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This Podcast pertains touninsured medical reimbursement plans--a structure that's not for everyone, but which is a perfect fit in the right situation.Download the materials herebefore listening to this broadcast. 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

The $100,000 problem--Reportable and Listed Transactions

7/26/2005
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This Podcastdealswith reportable transactions and the penalty for failure to disclose.Download materials that consist of the Powerpoint for this presentation. 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

Employee Business Expenses and Accountable Plans (Fixed Audio)

7/23/2005
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This Podcastdealswith employee business expenses and reimbursable plans under Code Section 62(c). Pleasedownload the "handout" in addition to listening to the podcast itself. The presentation deals with the requirements that must be met for reimbursement of an employee's expenses to be excluded from the employee's 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...

Self Employed Health Insurance Deduction

7/15/2005
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The self-employed health insurance deduction under IRC Section 162(l) is covered by this podcast. Information for the podcast is found at http://www.edzollars.com/SelfEmployedHealthInsurance.pdf. The program also covers the recently issued IRS Chief Counsel Memorandum 200524001. 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

Spiffy Self-Employment Tax

7/4/2005
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Updated discussion of self-employment matters.The IRS poster referenced is at: http://www.irs.gov/pub/irs-pdf/p3204.pdf This Podcast sponsored by Leimberg Information Services, Inc. (LISI) at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at...