Bob Keebler and Jason Early on the Cavallaro Case
In this 8-minute podcast, Bob Keebler and Jason Early discuss the implications of the Tax Court's decision in Cavallaro v. Commissioner, T.C. Memo 201...
Valuation
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Covers cases, rulings, regulations, and legislation pertaining to income, estate, gift, and generation-skipping valuation issues.
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 midst of market volatility, includ...
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 and other dispositions of sec...
Keebler and Blattmachr on the Basis Consistency Rules
In this podcast, Bob Keebler and Jonathan Blattmachr discuss the basis consistency rules of Code section 1014(f) and the reporting rules of Code secti...
Market Volatility Opens Planning Opportunities
In this podcast, Bob Keebler explains how planners can take advantage of recent volatility in the stock market. Volatility and declines in equity valu...
Keebler and Blattmachr on Expected Valuation Discount Regulations
It is widely expected that the Treasury Department will, within the next few months, issue regulations under Code section 2704(b) limiting the ability...
Keebler and Blattmachr on Elkins
In Estate of Elkins v. Commissioner (9/15/2014), the Fifth Circuit Court of Appeals upheld a 45% valuation discount for fractional interests in works ...
Keebler - Estate Planning in 2012
Bob Keebler discusses tax traps and planning opportunities for planning in a unique and perhaps "last chance" year. This Podcast is sponsored by Leimb...
Keebler and Blattmachr - Planning in 2012
Stars Bob Keebler and Jonathan Blattmachr discuss multiple planning tactics and considerations for this most important and pivotal year. This Podcast ...
Keebler - Estate Planning in a Low Interest Envirenment
Bob Interviews Jonathan Blattmachr in this fascinating discussion of planning in a low interest envirenment. At a moment in time when the 7520 Rate is...