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://

Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market

Mar 2nd, 2020

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

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

Jan 31st, 2020

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 P

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

Jan 25th, 2020

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.leimbergservice

Keebler on IRAs Payable to Trusts After the SECURE Act

Jan 17th, 2020

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.leimberg

IRA Planning Under the SECURE Act

Dec 24th, 2019

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 vis

The Kaestner Supreme Court Decision: An Insider's View

Jun 25th, 2019

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 Supre

Kaestner Supreme Court Case -- Corrected Link

Jun 20th, 2019

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 Fa

Bob Keebler on the SECURE Act

May 24th, 2019

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 enac

California: Planning in Anticipation of Estate Tax Legislation

Apr 12th, 2019

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

Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims

Apr 6th, 2019

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

Bob Keebler on Tax Planning Under the Section 199A Regulations

Aug 20th, 2018

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, boo

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

Aug 17th, 2018

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.leimber

Bob Keebler on the Newly Passed Tax Bill

Dec 21st, 2017

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

Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule

Nov 30th, 2017

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-Fir

Bob Keebler -- The Trump Tax Plan

Oct 6th, 2017

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 spo

Best Estate Planning Ideas in 2017

Jul 10th, 2017

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 trust

Tax Reform Under President Trump

Jan 1st, 2017

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

Dec 22nd, 2016

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 2016510

Keebler and Blattmachr on the Section 2704 Proposed Regs.

Aug 17th, 2016

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.leimbergservi

Keebler and Aucutt on the Section 2704 Proposed Regulations

Aug 8th, 2016

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 htt

Keebler and Oshins on Private Decanting

Aug 5th, 2016

In this podcast, Bob Keebler and Nevada attorney Steve Oshins discuss private decanting -- decanting a trust without providing notice to the beneficiaries of the trust. This Podcast is sponsored by Leimberg Information Services, Inc. at http:/

Asset Protection Planning with Self-Settled Trusts

Feb 27th, 2015

Bob Keebler and Jonathan Blattmachr discuss the use of self-settled trusts to protect assets from the claims of creditors. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our soft

Keebler and Batson on Charitable Remainder Trusts

Aug 17th, 2014

Bob Keebler interviews Ted R. Batson, Jr., Vice President of Professional Services for Renaissance Inc., about the benefits of including a charitable remainder trust in an estate plan. This Podcast is sponsored by Leimberg Information Services,

Keebler, Blattmachr and Gans on Estate of Trombetta

May 14th, 2014

Bob Keebler interviews Professor Mitchell M. Gans and Jonathan G. Blattmachr on the subject of the U.S. Tax Court's decision in Estate of Trombetta v. Commissioner, T.C. Memo. 2013-234. In Trombetta, the Tax Court held that rental properties t