DiscoverTrusts
Trusts
Claim Ownership

Trusts

Author: steve@leimbergservices.com

Subscribed: 10Played: 33
Share
© Leimberg Information Services, Inc. (LISI)

Description

An update from time to time on various tax and non-tax issues pertaining to trusts - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.
30 Episodes
Reverse
Keebler and Blattmachr on the Basis of IDGT Assets at Death

Keebler and Blattmachr on the Basis of IDGT Assets at Death

2020-07-2521:18

In this 20-minute podcast, Bob Keebler and Jonathan Blattmachr discuss the income tax basis of assets contributed or sold to an intentionally defective grantor trust. 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 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

2020-03-02--:--

In this 15-minute podcast, Bob Keebler and Lyle Benson discuss strategies for estate and income tax planning in the midst of market volatility, including Roth conversions, loss harvesting, alternate valuation date elections, gifting and selling low value assets, asset substitutions, and more. 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 on Planning for Eligible Designated Beneficiaries Under the SECURE Act

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

2020-01-25--:--

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
Keebler on IRAs Payable to Trusts After the SECURE Act

Keebler on IRAs Payable to Trusts After the SECURE Act

2020-01-17--:--

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
IRA Planning Under the SECURE Act

IRA Planning Under the SECURE Act

2019-12-2417:29

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
The Kaestner Supreme Court Decision: An Insider's View

The Kaestner Supreme Court Decision: An Insider's View

2019-06-25--:--

In this 18-minute podcast Bob Keebler interviews attorneys David A. O'Neil and Anna Moody, who represented the taxpayer in North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, decided by the United States Supreme Court on June 21, 2019. 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
Kaestner Supreme Court Case -- Corrected Link

Kaestner Supreme Court Case -- Corrected Link

2019-06-20--:--

My email this morning contained an incorrect link to the U.S. Supreme Court's opinions in the Kaestner case. The correct link is below. My apologies for the error. In North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, 588 U.S. ____ (6/21/2019), the United States Supreme Court unanimously affirmed a decision of the North Carolina Supreme Court holding unconstitutional the imposition of state income tax on a trust based solely on the residence of trust beneficiaries. Andy DeMaio reports. The text of the Court's opinion and the concurring opinion by Justice Alito can be found at https://www.supremecourt.gov/opinions/18pdf/18-457_2034.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
Bob Keebler on the SECURE Act

Bob Keebler on the SECURE Act

2019-05-24--:--

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
California: Planning in Anticipation of Estate Tax Legislation

California: Planning in Anticipation of Estate Tax Legislation

2019-04-12--:--

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
Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims

Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims

2019-04-0603:52

In this four-minute podcast, Bob Keebler and Professor Mitchell Gans discuss the implications of North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, scheduled for oral argument before the United States Supreme Court this month. They suggest that certain taxpayers in North Carolina and states with similar laws consider filing claims for refund of income tax paid. 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 on Tax Planning Under the Section 199A Regulations

Bob Keebler on Tax Planning Under the Section 199A Regulations

2018-08-2015:22

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
Bob Keebler -- Overview of the Section 199A Proposed Regulations

Bob Keebler -- Overview of the Section 199A Proposed Regulations

2018-08-1714:01

In this 14-minute podcast, Bob Keebler provides an overview of the proposed regulations implementing the income tax deduction for qualified business 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 on the Newly Passed Tax Bill

Bob Keebler on the Newly Passed Tax Bill

2017-12-2107:20

In this seven minute podcast, Bob Keebler provides an overview of the tax bill and discusses immediate actions that should be considered by clients. 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
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

2017-11-3016:17

The Senate version of the Tax Cuts and Jobs Act would eliminate the specific identification method with respect to sales and other dispositions of securities. In this 16-minute podcast, Bob Keebler and Robert N. Gordon, President of Twenty-First Securities Corporation, discuss the implications of the proposal and 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
Bob Keebler -- The Trump Tax Plan

Bob Keebler -- The Trump Tax Plan

2017-10-0620:19

In this 20-minute audio podcast, Bob Keebler provides an overview of the Trump Administration's framework for tax reform, and discusses its implications for estate tax planning and income tax planning for trusts and estates. 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
Best Estate Planning Ideas in 2017

Best Estate Planning Ideas in 2017

2017-07-1012:01

In this podcast, Bob Keebler identifies and explains the best estate tax planning strategies in today's uncertain tax environment, including spousal trusts, GRATs, sales to intentionally defective grantor trusts, choosing trust situs, ING trusts, charitable remainder and lead trusts, and split dollar life insurance transactions. 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
Tax Reform Under President Trump

Tax Reform Under President Trump

2017-01-0126:30

Bob Keebler and Jonathan Blattmachr 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
60 Second Planner: Charitable Deduction Not Allowed Despite Trust Modification

60 Second Planner: Charitable Deduction Not Allowed Despite Trust Modification

2016-12-2201:13

In CCA 201651013, the IRS Chief Counsel concludes that a trust is not entitled to claim a charitable income tax deduction despite a modification of the trust to permit charitable distributions. Bob Keebler reports. The full text of CCA 201651013 can be found at https://www.irs.gov/pub/irs-wd/201651013.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
Keebler and Blattmachr on the Section 2704 Proposed Regs.

Keebler and Blattmachr on the Section 2704 Proposed Regs.

2016-08-17--:--

Bob Keebler and Jonathan Blattmachr discuss the newly issued Section 2704 proposed regulations and their implications for estate and business planning. 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
Keebler and Aucutt on the Section 2704 Proposed Regulations

Keebler and Aucutt on the Section 2704 Proposed Regulations

2016-08-08--:--

In this podcast, Bob Keebler and Ron Aucutt discuss the newly proposed Regulations under section 2704, and their implications for estate planning and business transactions. 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
loading
Comments 
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States