38 Podcast Episodes
Income tax reform overview with Bob Keebler {PFP Section}
Income tax reform overview with Bob Keebler {PFP Section}
The House Ways & Means Committee recently released its proposed 2021 tax reform legislation. In this episode of the ... Read more
6 Oct 2021
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13mins
Bob Keebler and Mark Fichtenbaum: Tax Planning in a Volatile Market with Low Interest Rates
Bob Keebler and Mark Fichtenbaum: Tax Planning in a Volatile Market with Low Interest Rates
In this 18-minute podcast, Bob Keebler and attorney Mark Fichtenbaum discuss tax planning opportunities for securities i... Read more
6 May 2020
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Bob Keebler and Ed Slott on RMDs Under the CARES Act
Bob Keebler and Ed Slott on RMDs Under the CARES Act
In this 18-minute podcast, Bob Keebler and Ed Slott discuss the changes made by the CARES Act to the rules on required m... Read more
15 Apr 2020
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Bob Keebler and Jason Early on the Cavallaro Case
Bob Keebler and Jason Early on the Cavallaro Case
In this 8-minute podcast, Bob Keebler and Jason Early discuss the implications of the Tax Court's decision in Cavallaro ... Read more
19 Mar 2020
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Bob Keebler and Jason Early on the Cavallaro Case
Bob Keebler and Jason Early on the Cavallaro Case
In this 8-minute podcast, Bob Keebler and Jason Early discuss the implications of the Tax Court's decision in Cavallaro ... Read more
19 Mar 2020
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Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market
Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market
In this 15-minute podcast, Bob Keebler and Lyle Benson discuss strategies for estate and income tax planning in the mids... Read more
2 Mar 2020
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Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act
Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act
In this six-minute podcast, Bob Keebler explains the new rules that apply to distributions to eligible designated benefi... Read more
25 Jan 2020
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Bob Keebler and Robert Gordon on Investing in an Ultra-Low Interest Rate Environment
Bob Keebler and Robert Gordon on Investing in an Ultra-Low Interest Rate Environment
In this 18-minute podcast, Bob Keebler and Robert Gordon discuss income tax aspects of investing in fixed-income investm... Read more
7 Sep 2019
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Bob Keebler and Robert LeClair on the Inversion of the Yield Curve
Bob Keebler and Robert LeClair on the Inversion of the Yield Curve
Bob Keebler interviews Professor Robert LeClair to explore the significance of the recent inversion of the U.S. Treasury... Read more
21 Aug 2019
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Bob Keebler on the SECURE Act
Bob Keebler on 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 p... Read more
24 May 2019
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