Podcasts by Corporate Tax Planning

Video Podcast: Keebler and Shenkman on the PPP Flexibility Act from 2020-06-05T02:27:04

In this 12-minute video podcast, Bob Keebler and Marty Shenkman discuss the Paycheck Protection Program Flexibility Act, passed by both houses of Congress and expected to be signed by the President...

Bob Keebler on Notice 2019-07 from 2019-01-25T02:02:36

When does the rental of real estate constitute a trade or business for purposes of Code section 199A? Bob Keebler analyzes Notice 2019-07 in this 10-minute podcast.

This Podcast is sponsor...

Bob Keebler -- Overview of the Section 199A Proposed Regulations from 2018-08-17T06:37:52

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 Le...

Tax Planning for Real Estate Under TCJA from 2018-03-16T23:05:02

In this 20-minute podcast, Bob Keebler discusses income tax planning for real estate investors under the Tax Cuts and Jobs Act, including the new Code section 199A deduction.

This Podcast i...

Tax Reform Under President Trump from 2017-01-01T21:29:43

Bob Keebler and Jonathan Blattmachr

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com
Listen

Keebler and Angkatavanich on Section 2701 Basics from 2015-10-29T03:58:24

In this podcast, Bob Keebler and Todd Angkatavanich discuss the basics of Internal Revenue Code section 2701, including:
- How section 2701 relates to the rest of Chapter 14
- Application ...

American Taxpayer Relief Act of 2012 from 2013-01-08T23:04:58

Estate Planning after the American Taxpayer Relief Act of 2012 Video Presentation.

This Podcast is sponsored by Leimberg Information Services, Inc. at Listen

Keebler and Shenkman: Planning from 2012-10-13T00:42:10

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 created a postcard to inform client...

Keebler - Covered Opinion Rules from 2012-09-18T08:51:26

Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very important development focusing on Section 10.37 - dealing with tax opinions and ...

Keebler - Taxpayer Penalties from 2012-03-25T22:48:46

Bob speaks with Mike Gollar, a tax attorney about Taxpayer Penalties and how to avoid them.

This Podcast is sponsored by Leimberg Information Services, Inc. at Listen

Keebler and Blattmachr - Planning in 2012 from 2012-01-31T03:12:38

Stars Bob Keebler and Jonathan Blattmachr discuss multiple planning tactics and considerations for this most important and pivotal year.

This Podcast is sponsored by Leimberg Information...

Keebler - Strategies for Mitigating Taxation of Concentrated Low Basis Positions from 2011-09-26T06:53:54

How can a client reduce the potential tax burden where the holding in question is a large concentration of stock in one or two companies? Bob Keebler discusses Strategies for Mitigating taxation...

Paul Hood - Noncontrolling Normalizing Adjustments from 2011-09-14T09:27:25

Paul Hood discusses non-controlling normalizing adjustments. Don't miss Paul's upcoming 9/28 program at 12:00 P.M. EDT talk on Phil Cavesh?s Ultimate Estate Planner. It's A Method in the Madness:...

Paul Hood - S Corporation Tax Affecting from 2011-09-13T00:10:27

Paul Hood - Tax Affect or not Tax Affect S Corporation earnings? Paul Hood discusses the issues.

Is there a premium? Should you believe the Tax Court? Keep listening.

Paul ...

Paul Hood - Discounts for Lack of Marketability When Controlling Interest Involved from 2011-09-11T09:03:47

Business Valuation authority Paul Hood discusses valuation when a controlling interest in a closely-held corporation is involved. Paul is the co-author of a new book on business valuation - A ...

Paul Hood - Discounts for Built-In Capital Gains from 2011-09-11T01:32:57

Paul Hood, co-author with Tim Lee of the recently published book, A Reviewer's Guide to Business Valuations, discusses recent cases involving valuation discounts for built-in capital gains.
Listen

Bob Keebler and the Section 1022/AMT Election 'Curveball' from 2011-08-29T23:26:20

In this important PodCast, Bob Keebler reviews what he is calling the Section 1022 Election/AMT 'Curveball.' According to Bob, it appears that there is a strong possibility that taxpayers electing...

Tax Planning Opportunities in Volatile Economic Environments from 2011-08-22T05:37:47

In this PodCast, Bob Keebler reviews a variety of strategies that can immediately help clients with their stock and bond investments.

This Podcast is sponsored by Leimberg Information Serv...

Bob Keebler discusses Revenue Procedure 2011-41 from 2011-08-10T08:55:03

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 elect out of paying estate tax, as well as th...

Bob Keebler focuses on Notice 2011-66 from 2011-08-10T08:52:35

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 sponsored by Leimberg Information Services, I...

Budget Control Act of 2011 Part 2 of 2 from 2011-08-10T08:44:30

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. Bob also reviews the things advisors should be...

Budget Control Act of 2011. This is Part 1 of 2 from 2011-08-10T08:30:32

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

This Podcast is sponsored by Leimberg...

Paul Hood - 6 Questions Reviewers of Business Valuation Need to Ask - Part I from 2011-08-03T02:44:01

Paul Hood recently co-authored a new book with Tim Lee titled: A Reviewer?s Handbook to Business Valuation: Practical Guidance to the Use and Abuse of a Business Appraisal (Wiley 2011). The book ...

Paul Hood - 6 Questions Reviewers of Business Valuation Need to Ask - Part 2 from 2011-07-30T03:35:08

Paul recently co-authored a new book with Tim Lee titled: A Reviewer?s Handbook to Business Valuation: Practical Guidance to the Use and Abuse of a Business Appraisal (Wiley 2011). The book is ava...

Keebler - Stock Options in an Increasing Rate Environment - Part II from 2011-07-13T08:05:54

Bob Keebler discusses important factors to consider when a client owns or is considering the use of stock options during a time when rates are increasing.

This Podcast is sponsored by Leimb...

Estate Tax Law Goes to President for Signature from 2010-12-17T08:46:06

Bob Keebler provides LISI members with a "hot off the press" PodCast on the new tax law that was passed late at night December 16, 2010.

Here's info on how you can learn more on the ta...

Keebler - Planning Between Now and Dec 31 from 2010-12-15T02:26:55

Bob Keebler keeps LISI members ahead of the new tax law curve with this incredibly timely PodCast.





Here's info on how you can learn more from Bob and his associates: Le...

What's Up Doc? Employee or Not? - Ed Zollars from 2009-04-25T05:56:57

This PocCast is about the definition of an employee. We look at the matter in the case of Maimon v. Commissioner, TC Summary Opinion 2009-53.

Dr. Maimon attempted to argue that he w...

It's a Matter of Trust Funds - the Responsible Person Penalty - Ed Zollars from 2009-02-22T01:03:43

This PodCast concerns a case dealing with the trust fund recovery penalty under "6672. In the case of Richard A. Smith v. United States, 2009 TNT 30-...

Losses and Choices-Stimulus Bill Net Operating Loss Rules - Ed Zollars from 2009-02-16T05:58:05

This PodCast is about the American Recovery Reinvestment Act of 2009. It has a number of tax provisions, and this podcast looks at the small business net operating loss provisions of the Act.
Listen

Closing the Open Door-S Corporation Debt - Ed Zollars from 2008-10-28T02:45:21

This Podcast concerns the final regulations on S Corporation open account debt that will change the way that many clients have to deal with their loans to the corporation.

These chang...

We Just Disagree-What is the Meaning of In Connection With? - Ed Zollars from 2008-09-15T08:03:56

This PodCast examines a difference in application of IRC "162(k) between the Ninth Circuit Court of Appeals and the United States Tax Court given the Tax Court's decision in Ralston Purina v...

Delayed Rebate-Tax Status of Accrued Rebates - Ed Zollars from 2008-08-31T03:43:02

This PodCast pertains to a common accounting issue, the differences between tax and GAAP treatment of items. Here, we focus on a case involving the time for recognizing an expense. The matter i...

Authoritative Support-Getting the Required Support for a Tax Position - Ed Zollars from 2008-08-25T06:10:15

This PodCast reviews the requirements found in the regulations for obtaining the required support for a tax position, concentrating on the methods outlined in Reg. "1.6662-4(d) in the definition...

I Wish That Hadn't Worked--Section 83(b) Election Regret - Ed Zollars from 2008-08-03T07:21:51

This podcast is the sequel to a November 2006 podcast on the same case--that of Kadillak v. Commissioner where an individual who was caught by the "dot bomb" crash of the technology stock of his...

Home Run-A Look at Some Tax Provisions in the New Housing Law - Ed Zollars from 2008-07-27T03:40:39

This PodCast examines the American Home Rescue and Foreclosure Prevention Act of 2008, taking a detailed look at a few tax provisions in that bill of interest. We look at the refundable first t...

Getting Started Automatically - IRS Modifies Rules for Start Up and Organization Costs - Ed Zollars from 2008-07-13T04:20:05

This Podcast is about temporary regulations that deal with start-up and corporate and partnership organization costs. Interestingly enough, the new regulations now create an automatic election ...

IRS Releases New FAQ on HSAs - Ed Zollars from 2008-06-29T07:58:18

This Podcast pertains to HSA Accounts. The IRS has issued guidance in the form of a series of questions and answers related to Health Savings Account in Notice 2008-59. This podcast covers so...

Proposed Regulations for Preparer Penalties - Part Two - Ed Zollars from 2008-06-26T06:37:27

This PodCast is part two of a series on the proposed regulations for preparer penalties. .

The materials are at http://edzollars...

Proposed Regulations for Preparer Penalties - Part One - Ed Zollars from 2008-06-22T08:05:10

This PodCast is the first of what will be a series of two on the proposed regulations for preparer penalties. Considering the length of the regulations and podcast, the first hour is in this fil...

Who is Knocking at Your Door? Computer Security for Financial Professionals - Ed Zollars from 2008-06-15T08:01:09

This PodCast is about securing client data, the responsibility of all of financial services practitioners. A presentation by Ed Zollars at the Arizona Society of CPA's Financial Planning Confere...

The Mailbox Rule Comes Up Once Again - Ed Zollars from 2008-04-20T05:26:13

This PodCast concerns the issue of whether "7502(c) provides the exclusive means to prove timely filing of a document by a taxpayer. What the Third Circuit had to say, the IRS didn't like hearin...

Was it a Gift or Compensation? The Tax Court Knows - Ed Zollars from 2008-04-15T22:55:45

This PodCast pertains to the distinction between compensation income and gifts.

Specifically, the issue is, Is a payment to a person taxable compensation income or a non-taxable (for incom...

CPA Says Error, IRS Says Accounting Method - Ed Zollars from 2008-03-16T06:58:04

This PodCast is about the difference between an error and an accounting method. The question of whether a problem on a return was an error or a method of accounting is important. We'll look at ...

Risky Business - LLC Debt Restoration Provision Fails to Provide At Risk Status - Ed Zollars from 2008-03-09T06:12:42

This PodCast examines an LLC debt restoration provision. We look at the Tax Court's second pass at the case of Hubert v. Commissioner, TC Memo 2008-46, a case sent back to the Tax Cour...

Not Quite Good Enough-Timely Filing One More Time - Ed Zollars from 2008-02-24T05:26:27

This PodCast pertains to the issue of "timely filing", revisiting an issue last covered in a podcast back in October of 2005. This time we look at the Tenth Circuit's opinion in the case of ...