Keebler and Blattmachr on the Basis of IDGT Assets at Death
In this 20-minute podcast, Bob Keebler and Jonathan Blattmachr discuss the income tax basis of assets contributed or sold to an intentionally defectiv...
Trusts
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Covers recent cases, rulings, regulations, and legislation dealing with tax and non-tax issues pertaining to trusts, their beneficiaries, trustees, and protectors.
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 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 ...
The Kaestner Supreme Court Decision: An Insider's View
In this 18-minute podcast Bob Keebler interviews attorneys David A. O'Neil and Anna Moody, who represented the taxpayer in North Carolina Department o...
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 ...
Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims
In this four-minute podcast, Bob Keebler and Professor Mitchell Gans discuss the implications of North Carolina Department of Revenue v. The Kimberley...