Ranked #1
IRA Planning Under the SECURE Act
IRA Planning Under the SECURE Act
In this 18-minute podcast, Bob Keebler explains the SECURE Act's effect on IRA distributions and discusses possible plan... Read more
24 Dec 2019
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Ranked #2
Best Estate Planning Ideas in 2017
Best Estate Planning Ideas in 2017
In this podcast, Bob Keebler identifies and explains the best estate tax planning strategies in today's uncertain tax en... Read more
10 Jul 2017
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Ranked #3
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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Ranked #4
The Kaestner Supreme Court Decision: An Insider's View
The Kaestner Supreme Court Decision: An Insider's View
In this 18-minute podcast Bob Keebler interviews attorneys David A. O'Neil and Anna Moody, who represented the taxpayer ... Read more
25 Jun 2019
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Ranked #5
Keebler - GRATs and the $5 M Gift Tax Exemption
Keebler - GRATs and the $5 M Gift Tax Exemption
Bob Keebler discusses Grantor Retained Annuity Trusts and planning techniques and issues presented by the new $5,000,000... Read more
5 Mar 2011
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Ranked #6
WILMINGTON TRUST - FUTURE VISION OF ESTATE PLANNING - PART IIA
WILMINGTON TRUST - FUTURE VISION OF ESTATE PLANNING - PART IIA
This is Part IIA of Wilmington Trust's "2010 Future Vision of Estate Planning - Issues You Probably Never Considered - B... Read more
11 May 2010
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Ranked #7
Bob Keebler on the Newly Passed Tax Bill
Bob Keebler on the Newly Passed Tax Bill
In this seven minute podcast, Bob Keebler provides an overview of the tax bill and discusses immediate actions that shou... Read more
21 Dec 2017
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Ranked #8
Keebler - Planning Between Now and Dec 31
Keebler - Planning Between Now and Dec 31
Bob Keebler keeps LISI members ahead of the new tax law curve with this incredibly timely PodCast. Here's info on ho... Read more
15 Dec 2010
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Ranked #9
Keebler and Picker - Transferring IRAs to a Grantor Trust
Keebler and Picker - Transferring IRAs to a Grantor Trust
Bob Keebler and Barry Picker, LISI's Employee Benefits and Retirement Planning Newsletter's Technical Editor, discuss th... Read more
3 May 2011
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Ranked #10
Bob Keebler -- The Trump Tax Plan
Bob Keebler -- The Trump Tax Plan
In this 20-minute audio podcast, Bob Keebler provides an overview of the Trump Administration's framework for tax reform... Read more
6 Oct 2017
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Ranked #11
Keebler and Cantrell - How 3.8 Surtax Applies to Trusts and Estates
Keebler and Cantrell - How 3.8 Surtax Applies to Trusts and Estates
Bob Keebler of Baker Tilly and Carol Cantrell of Briggs & Veselka team up to discuss the 2010 Health Care Reconcilia... Read more
5 Apr 2010
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Ranked #12
Wilmington Trust - Future Vision of Estate Planning - Part 1
Wilmington Trust - Future Vision of Estate Planning - Part 1
Dick Nenno of Wilmingtion Trust returns to provide a "2010 Future Vision of Estate Planning - Issues You Probably Never ... Read more
6 May 2010
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Ranked #13
Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule
Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule
The Senate version of the Tax Cuts and Jobs Act would eliminate the specific identification method with respect to sales... Read more
30 Nov 2017
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Ranked #14
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 #15
Bob Keebler -- Overview of the Section 199A Proposed Regulations
Bob Keebler -- Overview of the Section 199A Proposed Regulations
In this 14-minute podcast, Bob Keebler provides an overview of the proposed regulations implementing the income tax dedu... Read more
17 Aug 2018
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Ranked #16
California: Planning in Anticipation of Estate Tax Legislation
California: Planning in Anticipation of Estate Tax Legislation
In this 8-minute podcast, Bob Keebler discusses California Senate Bill 378, and some planning steps that California resi... Read more
12 Apr 2019
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Ranked #17
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 #18
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 #19
Keebler and Blattmachr on the Section 2704 Proposed Regs.
Keebler and Blattmachr on the Section 2704 Proposed Regs.
Bob Keebler and Jonathan Blattmachr discuss the newly issued Section 2704 proposed regulations and their implications fo... Read more
17 Aug 2016
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Ranked #20
Bob Keebler on Tax Planning Under the Section 199A Regulations
Bob Keebler on Tax Planning Under the Section 199A Regulations
In this 15-minute podcast, Bob Keebler discusses planning strategies under the Section 199A proposed regulations. This P... Read more
20 Aug 2018
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