Bob Keebler and Paul Lee on Capital Gain Planning in 2020
In this 16-minute podcast recorded before the election, Bob Keebler and Paul Lee discuss the candidates' proposals for income taxation of capital gain...
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Covers recent legislation on all topics of interest to financial services professionals.
Keebler on 2020 Year-End Tax Planning
In this 13-minute podcast, Bob Keebler discusses tax planning moves to consider at the end of 2020, bearing in mind the possibility of tax law changes...
Video Podcast: Keebler and Shenkman on the PPP Flexibility Act
In this 12-minute video podcast, Bob Keebler and Marty Shenkman discuss the Paycheck Protection Program Flexibility Act, passed by both houses of Cong...
Bob Keebler and Ed Slott on RMDs Under the CARES Act
In this 18-minute podcast, Bob Keebler and Ed Slott discuss the changes made by the CARES Act to the rules on required minimum distributions from reti...
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 new law, including Roth IRA co...
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 beneficiaries under 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 trusts as beneficiaries of IRA acc...
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 planning options. This Podcast is ...
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 passed by the House of Represen...
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 residents may want to consider if ...