Keebler and Blattmachr on the Basis of IDGT Assets at Death
Keebler and Blattmachr on the Basis of IDGT Assets at Death
In this 20-minute podcast, Bob Keebler and Jonathan Blattmachr discuss the income tax basis of assets contributed or sol... Read more
25 Jul 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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Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act
Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act
In this 14-minute podcast, Bob Keebler discusses strategies for planning IRA and qualified plan distributions under the ... Read more
31 Jan 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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Keebler on IRAs Payable to Trusts After the SECURE Act
Keebler on IRAs Payable to Trusts After the SECURE Act
In this 13-minute podcast, Bob Keebler outlines the changes made by the SECURE Act and how they affect planning for trus... Read more
17 Jan 2020
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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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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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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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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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Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims
Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims
In this four-minute podcast, Bob Keebler and Professor Mitchell Gans discuss the implications of North Carolina Departme... Read more
6 Apr 2019
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