Keebler and Shenkman: Planning
Bob Keebler and Marty Shenkman discuss planning between now and December 31st. The time is crucial and the opportunity is not to be missed. Marty has ...
Non Qualified Defered Compensation
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Covers recent cases, rulings, regulations, and legislation dealing with all forms of non-qualified deferred compensation.
Keebler - Covered Opinion Rules
Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very important development focusing on Se...
Bob Keebler and the Section 1022/AMT Election 'Curveball'
In this important PodCast, Bob Keebler reviews what he is calling the Section 1022 Election/AMT 'Curveball.' According to Bob, it appears that there i...
Tax Planning Opportunities in Volatile Economic Environments
In this PodCast, Bob Keebler reviews a variety of strategies that can immediately help clients with their stock and bond investments. This Podcast is ...
Bob Keebler discusses Revenue Procedure 2011-41
Bob Keebler discusses Revenue Procedure 2011-41, which was issued by the IRS on August 5th. Bob covers the safe harbor rules applicable when executors...
Bob Keebler focuses on Notice 2011-66
In this PodCast, Bob Keebler focuses on Notice 2011-66, the 1022 election not to pay estate tax, along with impact of Form 8939 This Podcast is sponso...
Budget Control Act of 2011 Part 2 of 2
In this PodCast, Bob Keebler focuses on the tax issues raised by the Budget Control Act of 2011, along with what Congress might do in in the future. B...
Budget Control Act of 2011. This is Part 1 of 2
In this PodCast, Bob Keebler reviewd the current fiscal situation and important dates contained in the Budget Control Act of 2011. This is Part 1 of 2...
Keebler - Financial Planning for Deferred Compensation and Compensatory Stock
Bob Keebler provides an overview of issues planners must consider when planning for clients with deferred compensation and/or compensatory stock. This...
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 sponsored by Leimberg Informatio...