Cover image of Cases, Rulings, Regulations

Cases, Rulings, Regulations

Audio Commentary covering cases, rulings, and regulations on topics of interest to Attorneys, CPAs, Life Insurance Agents, Financial, Charitable, Employee Benefits, Retirement, Asset Protection, Valua... Read more

Ranked #1

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Keebler and Blattmachr on Expected Valuation Discount Regulations

Keebler and Blattmachr on Expected Valuation Discount Regulations

It is widely expected that the Treasury Department will, within the next few months, issue regulations under Code sectio... Read more

4 Jun 2015

Ranked #2

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Keebler on Portability and Rev. Proc. 2017-34

Keebler on Portability and Rev. Proc. 2017-34

In this podcast, Bob Keebler discusses the implications of Rev. Proc. 2017-34, creating a simplified procedure to obtain... Read more

10 Jul 2017

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Ranked #3

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Keebler, Angkatavanich and Dougherty on Estate of Purdue v. Commissioner

Keebler, Angkatavanich and Dougherty on Estate of Purdue v. Commissioner

In Estate of Barbara M. Purdue et al. v. Commissioner, T.C. Memo. 2015-249 (December 28, 2015), Tax Court Judge Goeke ru... Read more

11 Jan 2016

Ranked #4

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Tax Reform Under President Trump

Tax Reform Under President Trump

Bob Keebler and Jonathan Blattmachr This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimb... Read more

1 Jan 2017

Most Popular Podcasts

Ranked #5

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Keebler, Blattmachr and Gans on Estate of Trombetta

Keebler, Blattmachr and Gans on Estate of Trombetta

Bob Keebler interviews Professor Mitchell M. Gans and Jonathan G. Blattmachr on the subject of the U.S. Tax Court's deci... Read more

14 May 2014

Ranked #6

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Asset Protection and Income Tax Planning for IRAs after Clark

Asset Protection and Income Tax Planning for IRAs after Clark

Bob Keebler interviews Edwin Morrow of Key Bank and Ohio attorney Bo Loeffler in an in-depth discussion of the implicati... Read more

1 Aug 2014

Ranked #7

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Keebler and Blattmachr on Elkins

Keebler and Blattmachr on Elkins

In Estate of Elkins v. Commissioner (9/15/2014), the Fifth Circuit Court of Appeals upheld a 45% valuation discount for ... Read more

6 Oct 2014

Ranked #8

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60 Second Planner: PLR 201539021 Grants 9100 Relief for Portability Election

60 Second Planner: PLR 201539021 Grants 9100 Relief for Portability Election

In PLR 201539021, the IRS granted an extension of time for an estate to claim portability. Michelle Ward reports. This ... Read more

1 Oct 2015

Ranked #9

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Keebler and Angkatavanich on Section 2701 Basics

Keebler and Angkatavanich on Section 2701 Basics

In this podcast, Bob Keebler and Todd Angkatavanich discuss the basics of Internal Revenue Code section 2701, including:... Read more

29 Oct 2015

Ranked #10

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Keebler and Adkisson on Avrahami v. Commissioner

Keebler and Adkisson on Avrahami v. Commissioner

In Avrahami v. Commissioner, 149 T.C. No. 7, the Tax Court held that amounts paid to a captive insurance company and an ... Read more

6 Oct 2017

Ranked #11

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60 Second Planner: Charitable Deduction Not Allowed Despite Trust Modification

60 Second Planner: Charitable Deduction Not Allowed Despite Trust Modification

In CCA 201651013, the IRS Chief Counsel concludes that a trust is not entitled to claim a charitable income tax deductio... Read more

22 Dec 2016

Ranked #12

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Planning for Portability After Rev. Proc. 2016-49

Planning for Portability After Rev. Proc. 2016-49

Rev. Proc. 2016-49 opens new opportunities in planning for the marital deduction. In this podcast, Bob Keebler discusses... Read more

6 Oct 2016

Ranked #13

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Keebler, Oshins and Lipkind on the Newest NING Trust PLR

Keebler, Oshins and Lipkind on the Newest NING Trust PLR

The IRS has just released PLRs 201410001 through 201410010, approving a Nevada Incomplete Nongrantor (NING) Trust. In t... Read more

6 Mar 2014

Ranked #14

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

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

In Chief Counsel Advice Memorandum 201330033, the IRS concluded that a SCIN transaction by a taxpayer in poor health res... Read more

2 Aug 2013

Ranked #15

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Keebler and Kitces - PLR 2001330016

Keebler and Kitces - PLR 2001330016

Bob Keebler and Mitchell Kitces discuss the very important Section 1035 Ruling. This is a really terrific and very prac... Read more

1 Aug 2013

Ranked #16

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Keebler and Karibjanian - Federal Law for Same-Sex married Couple After Windsor

Keebler and Karibjanian - Federal Law for Same-Sex married Couple After Windsor

Bob Keebler and George Karibjanian follow up on George's recent LISI commentaries on the impact of Windsor. Is it Equal... Read more

25 Jul 2013

Ranked #17

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Keebler - Covered Opinion Rules

Keebler - Covered Opinion Rules

Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very impor... Read more

18 Sep 2012

Ranked #18

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Keebler - Charitable Trusts to Diversify Concentrated Stock Positions

Keebler - Charitable Trusts to Diversify Concentrated Stock Positions

Bob Keebler discusses how charitable and financial planning can intersect to accomplish client goals. This Podcast is sp... Read more

14 Jul 2011

Ranked #19

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Keebler - Retirement Distribution Strategies

Keebler - Retirement Distribution Strategies

Bob Keebler tells how your clients can make their retirement funds last a lifetime. This Podcast is sponsored by Leimber... Read more

3 Apr 2011

Ranked #20

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Keebler - Net Unrealized Appreciation

Keebler - Net Unrealized Appreciation

Bob Keebler discusses net unrealized appreciation. Only available for clients with appreciated employer securities in t... Read more

5 Mar 2011

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