In this 12-minute video podcast, Bob Keebler and Marty Shenkman discuss the Paycheck Protection Program Flexibility Act, passed by both houses of Congress and expected to be signed by the President. Recorded June 4, 2020. 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 

In this 12-minute video podcast, Bob Keebler and Marty Shenkman discuss the Paycheck Protection Program Flexibility Act, passed by both houses of Congress and expected to be signed by the President. Recorded June 4, 2020. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Video Podcast: Keebler and Shenkman on the PPP Flexibility Act

Ed Slott

Bob Keebler

In this 18-minute podcast, Bob Keebler and Ed Slott discuss the changes made by the CARES Act to the rules on required minimum distributions from retirement plans and IRAs. 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 

In this 18-minute podcast, Bob Keebler and Ed Slott discuss the changes made by the CARES Act to the rules on required minimum distributions from retirement plans and IRAs. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Bob Keebler and Ed Slott on RMDs Under the CARES Act

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 

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 <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

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

In this six-minute podcast, Bob Keebler explains the new rules that apply to distributions to eligible designated beneficiaries under the SECURE 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 

In this six-minute podcast, Bob Keebler explains the new rules that apply to distributions to eligible designated beneficiaries under the SECURE Act. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act

In this 13-minute podcast, Bob Keebler outlines the changes made by the SECURE Act and how they affect planning for trusts as beneficiaries of IRA accounts. 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 

In this 13-minute podcast, Bob Keebler outlines the changes made by the SECURE Act and how they affect planning for trusts as beneficiaries of IRA accounts. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Keebler on IRAs Payable to Trusts After the SECURE Act

In this 18-minute podcast, Bob Keebler explains the SECURE Act's effect on IRA distributions and discusses possible planning options. 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 

In this 18-minute podcast, Bob Keebler explains the SECURE Act's effect on IRA distributions and discusses possible planning options. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

IRA Planning Under the SECURE Act

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 

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 <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Bob Keebler on the SECURE Act

In this 8-minute podcast, Bob Keebler discusses California Senate Bill 378, and some planning steps that California residents may want to consider if the bill nears enactment. 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 

In this 8-minute podcast, Bob Keebler discusses California Senate Bill 378, and some planning steps that California residents may want to consider if the bill nears enactment. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

California: Planning in Anticipation of Estate Tax Legislation

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 

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 <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Bob Keebler on Notice 2019-07

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 

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 <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Keebler: An Overview of Section 199A Final Regulations

Covers recent legislation on all topics of interest to financial services professionals.

Legislation

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 

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 <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

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

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 

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 <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Bob Keebler on Tax Planning Under the Section 199A Regulations

In this 20-minute podcast, Bob Keebler discusses income tax planning for real estate investors under the Tax Cuts and Jobs Act, including the new Code section 199A deduction. 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 

In this 20-minute podcast, Bob Keebler discusses income tax planning for real estate investors under the Tax Cuts and Jobs Act, including the new Code section 199A deduction. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Tax Planning for Real Estate Under TCJA

In this 20-minute podcast, Bob Keebler, Jonathan Blattmachr and Bob Keebler discuss the disallowance of miscellaneous itemized deductions, the new kiddie tax rules, choice of business entity, and other aspects of the 2017 tax legislation. 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 

In this 20-minute podcast, Bob Keebler, Jonathan Blattmachr and Bob Keebler discuss the disallowance of miscellaneous itemized deductions, the new kiddie tax rules, choice of business entity, and other aspects of the 2017 tax legislation. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Keebler, Blattmachr and Shenkman:  Individual Income Tax Planning After Tax Reform

Larry Brody

The Senate version of the Tax Cuts and Jobs Act would modify the rules for determining the income tax basis of a life insurance or annuity contract in connection with a sale of the contract. In effect, the bill would reverse the guidance issued by the IRS in Rev. Rul. 2009-13. In this podcast, Larry Brody discusses the proposal.  The provision is described at pages 140 through 143 of the Description of the Chairman's Mark of the Senate bill, which can be found at https://www.finance.senate.gov/imo/media/doc/11.9.17%20Chairman's%20Mark.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 http://www.leimberg.com 

The Senate version of the Tax Cuts and Jobs Act would modify the rules for determining the income tax basis of a life insurance or annuity contract in connection with a sale of the contract. In effect, the bill would reverse the guidance issued by the IRS in Rev. Rul. 2009-13. In this podcast, Larry Brody discusses the proposal. The provision is described at pages 140 through 143 of the Description of the Chairman's Mark of the Senate bill, which can be found at <a href="https://www.finance.senate.gov/imo/media/doc/11.9.17%20Chairman's%20Mark.pdf" rel="nofollow" target="_blank">https://www.finance.senate.gov/imo/media/doc/11.9.17%20Chairman's%20Mark.pdf</a> . This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Larry Brody on the Senate Tax Bill and Life Insurance Contract Basis

In this podcast, Bob Keebler and Todd Angkatavanich discuss the basics of Internal Revenue Code section 2701, including: - How section 2701 relates to the rest of Chapter 14 - Application of the section to a broad scope of transactions - The "vertical slice" rule - Recapitalizations and CCA 201442053 - Planning opportunities.  Recorded August 25, 2015.  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 

In this podcast, Bob Keebler and Todd Angkatavanich discuss the basics of Internal Revenue Code section 2701, including: - How section 2701 relates to the rest of Chapter 14 - Application of the section to a broad scope of transactions - The "vertical slice" rule - Recapitalizations and CCA 201442053 - Planning opportunities. Recorded August 25, 2015. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Keebler and Angkatavanich on Section 2701 Basics

Bob Keebler discusses the pros and cons of the 100% gain exclusion for Qualified Small Business Stock.  This exclusion is now better than ever.   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 discusses the pros and cons of the 100% gain exclusion for Qualified Small Business Stock. This exclusion is now better than ever. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Keebler - 100% Exclusion for Qualified Small Business Stock

Bob Keebler tells how your clients can make their retirement funds last a lifetime. 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 tells how your clients can make their retirement funds last a lifetime. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Keebler - Retirement Distribution Strategies

Bob Keebler and Bruce Tannahill discuss the use of Life Insurance and Annuities to reduce exposure to the new 3.8% Tax on Unearned Investment 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 

Bob Keebler and Bruce Tannahill discuss the use of Life Insurance and Annuities to reduce exposure to the new 3.8% Tax on Unearned Investment Income. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Keebler and Tannahill - Life Insurance and Annuities As Tool to Reduce Investment Income Subject to 3.8% Tax

Ed Zollars

This PodCast concerns Code Section 6662, this time examining both the substantial understatement penalty, as well as the exceptions to this penalty. The material for this week's podcast can be downloaded from http://www.edzollars.com/2007-07-09_Substantial_Understatements.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 http://www.leimberg.com 

This PodCast concerns Code Section 6662, this time examining both the substantial understatement penalty, as well as the exceptions to this penalty. The material for this week's podcast can be downloaded from <a href="http://www.edzollars.com/2007-07-09_Substantial_Understatements.pdf" rel="nofollow" target="_blank">http://www.edzollars.com/2007-07-09_Substantial_Understatements.pdf</a>. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Substantial Understatements - The Penalty under 6662(b)(2) - Ed Zollars

Randy Zipse

Steve Leimberg

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. 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 

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Insurable Interest - Part 2 - Steve Leimberg and Randy Zipse

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 and and 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 off-site backups due to the risk of a common disaster hitting both the original files and the backup - a situation that, unfortunately, has likely happened to some businesses in New Orleans. A list of the federally declared disaster areas can be found at the FEMA website, so that you can determine the counties in Louisiana, Mississippi and Alabama that are subject to these rules.  In related matters, the AICPA has posted a set of resources for CPAs related to disaster recovery, as well as a link to the document Disaster Recovery: A Guide to Financial Issues that was written jointly by the National Endowment for Financial Education, the American Red Cross, and the AICPA, . As well, the AICPA has posted a page linking to various organizations to which contributions can be made to support relief efforts. 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 

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 and and 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 off-site backups due to the risk of a common disaster hitting both the original files and the backup - a situation that, unfortunately, has likely happened to some businesses in New Orleans. A list of the <a href="http://www.fema.gov/news/disasters.fema" rel="nofollow" target="_blank">federally declared disaster areas</a> can be found at the FEMA website, so that you can determine the counties in Louisiana, Mississippi and Alabama that are subject to these rules. In related matters, the AICPA has posted a <a href="http://www.aicpa.org/news/2005/disaster_recovery_resources.htm" rel="nofollow" target="_blank">set of resources</a> for CPAs related to disaster recovery, as well as a link to the document Disaster Recovery: A Guide to Financial Issues that was written jointly by the National Endowment for Financial Education, the American Red Cross, and the AICPA, . As well, the AICPA has posted a page linking to <a href="http://www.aicpa.org/news/2005/katrina_relief.htm" rel="nofollow" target="_blank">various organizations</a> to which contributions can be made to support relief efforts. This Podcast is sponsored by Leimberg Information Services, Inc. at <a href="http://www.leimbergservices.com" rel="nofollow" target="_blank">http://www.leimbergservices.com</a> Please visit our software, books, and PowerPoint Presentations site at <a href="http://www.leimberg.com" rel="nofollow" target="_blank">http://www.leimberg.com</a>

Tax Relief Available for Victims of Natural Disasters

The best podcast episodes on Startups. For anyone working in a startup, or anyone interested in the incredible stories behind how people built companies like Instagram, and Facebook. Offering both practical advice and insights, as well as the stories for how many of the biggest startups got to where they are today. Add episodes you're interested into your queue below!

OwlTail

Best Startups Podcasts

The best podcasts about ourselves as well as the world through the lense of Science. Specific topics include things about our brain, emotions to biology, physics and more!