Ranked #1
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
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Ranked #2
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
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
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Ranked #4
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
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Ranked #5
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
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Ranked #6
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
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Ranked #7
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
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Ranked #8
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
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Ranked #9
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
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Ranked #10
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
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Ranked #11
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
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Ranked #12
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
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Ranked #13
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
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Ranked #14
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
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Ranked #15
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
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Ranked #16
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
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Ranked #17
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
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Ranked #18
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
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Ranked #19
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
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Ranked #20
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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