Podcast appearances and mentions of jonathan blattmachr

  • 12PODCASTS
  • 48EPISODES
  • 32mAVG DURATION
  • ?INFREQUENT EPISODES
  • Nov 29, 2022LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about jonathan blattmachr

Latest podcast episodes about jonathan blattmachr

American Institute of CPAs - Personal Financial Planning (PFP)
Using SLATs and other techniques for estate planning now {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Nov 29, 2022 29:59


Clients have three years left to use the enhanced unified credit before it gets cut in half. Putting holistic techniques in place that consider tax, financial planning, and asset protection sooner rather than later will be important. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Marty Shenkman, CPA/PFS, JD, and Jonathan Blattmachr, JD, to get their thoughts on using SLATs and other strategies.  They answer the following questions: How do SLATs work? Why are SLATs and other techniques effective for clients who won't be subject to the estate tax even when the unified credit is cut in half? Why is it important to mix and match techniques like SLATs, DAPTs, hybrid DAPTs, and SPATs to get the best results for your clients? What are the most critical considerations for making sure that your clients get the most access to these trust assets? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Access Steve Oshins estate and trust decision charts. Access Bob Keebler's decision charts in the Proactive Planning Toolkit. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

American Institute of CPAs - Personal Financial Planning (PFP)
The tax and legal aspects of trust situs {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Aug 5, 2022 27:21


Where your clients choose to set up a trust can have significant tax and legal ramifications. There are nuances to consider whether you are involved in setting up new trusts for your clients or contemplating moving a trust to another state. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews attorney experts Jonathan Blattmachr and Richard Nenno to get their take on what CPAs and advisors need to be thinking about related to locating trusts. They answer the following questions? What are the laws of the various states? How does location of the trustee impact taxation? What factors are most important for creating a new trust or fixing an existing trust? How does location impact asset protection? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Access Proactive Planning Toolkit for 2022 planning decision charts and the latest leg/reg issues. Use the Guide to Financial & Estate Planning as a reference library for these issues and more. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Vandenack Weaver Truhlsen - Legal Visionaries
New Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?

Vandenack Weaver Truhlsen - Legal Visionaries

Play Episode Listen Later May 17, 2022 41:48


On April 26, 2022 the U.S. Treasury issued new clawback regulations that could affect many standard estate planning transfers. Listen to today's episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Jonathan Blattmachr, a principal at Pioneer Wealth Partners and Editor-In-Chief of InterActive Legal, discuss the changes that every estate planning professional needs to understand today including the effects on GRATS, SLATS, SPATS and Reciprocal Trusts, the 18-month rule, how portability is affected and which strategies are in the grey area. Tune in to this important and timely episode.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Vandenack Weaver Truhlsen - Legal Visionaries
Legislative Proposals and Year End Tax Planning for 2021

Vandenack Weaver Truhlsen - Legal Visionaries

Play Episode Listen Later Nov 16, 2021 56:43


It's mid-November and the new tax proposals are still up in the air.  What should practitioners and tax payers do to protect assets, plan estates and minimize taxes in this unknown environment?  This is the topic we tackle on this episode of Legal Visionaries when host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks to well-known estate and tax planning legal experts, Marty Shenkman and Jonathan Blattmachr.  How may new legislation affect Grantor Trusts?  Will new laws be retroactive?  Should clients use their tax exemption, or part of it, before the end of the year and how will the IRS view this?  Will a solid estate plan take care of the issues and do you have to address everything now?  What about charitable giving in 2021?  Tune in to learn what you should do right now to protect yourself no matter what happens in Washington.  A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peak Trust Company
8. Estate Planning for Singles: Jonathan Blattmachr & Martin Shenkman

Peak Trust Company

Play Episode Listen Later Jul 2, 2021 20:02


American Institute of CPAs - Personal Financial Planning (PFP)
How the President's Green Book will impact your clients {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Jun 11, 2021 20:24


On May 28, 2021, the Biden Administration released its “Green Book” for the federal government's 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast: What the date of announcement effective date for capital gains tax rates means Why timing is critical to have discussions with impacted clients now Planning ideas that will work best with what we know now Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Register for Bob Keebler's June 14th webcast to learn about all the important tax proposals. Read The Adviser's Guide to Financial & Estate Planning. Tune in to the latest and greatest thinking at the PFP event at AICPA ENGAGE. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Peak Trust Company
3. Why Use Alaska as Your Estate Planning Jurisdiction: Beth Chapman and Jonathan Blattmachr

Peak Trust Company

Play Episode Play 18 sec Highlight Listen Later Nov 30, 2020 33:54


American Institute of CPAs - Personal Financial Planning (PFP)
How to determine the basis of IDGT property at death {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Aug 7, 2020 23:49


Guests:  Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq. In this episode, learn what happens when a client gifts and sells property to an intentionally defective grantor trust and passes away 15 years later. Bob Keebler and Jonathan Blattmachr discuss the following topics related to the basis of the property:  How is the basis of property determined? What are exceptions to the income tax free step-up in basis rule? Why is an installment sale to a grantor trust so powerful? What do proposed regulations say about the tax-free step up in basis and what may happen post-election? Access the related resources from this podcast: The in-depth Adviser’s Guide to Financial and Estate Planning – www.aicpa.org/pfpguides Learn more about the installment sale to a grantor trust strategy in the podcast, How to help clients take advantage of low interest rates – www.aicpa.org/pfp/library The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Trusts
Keebler and Blattmachr on the Basis of IDGT Assets at Death

Trusts

Play Episode Listen Later Jul 25, 2020


In this 20-minute podcast, Bob Keebler and Jonathan Blattmachr discuss the income tax basis of assets contributed or sold to an intentionally defective grantor trust. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

American Institute of CPAs - Personal Financial Planning (PFP)
Strategies to get around the SECURE Act’s 10-year rule {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Jul 10, 2020 21:03


Guests:  Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq. The elimination of the ability to stretch IRA and qualified plan distributions over the life of the beneficiary has made effective planning a bit more challenging. In this episode, learn from Bob Keebler and Jonathan Blattmachr as they explore the SECURE Act’s 10-year rule and planning strategies for your clients, including:  Using CRUTs or NIMCRUTs to simulate a payout that is longer than 10 years Considerations for planning with trusts and s-corporations How to create a plan that gives your clients flexibility and opportunities How to calculate the math and determine the timing of these planning strategies Access the related resources from this podcast: SECURE Act resources, podcasts, and charts from Bob Keebler in the Proactive Planning Toolkit 10th edition of The Adviser’s Guide to Financial and Estate Planning updated for SECURE Article analyzing the  CRUT and NIMCRUT strategy The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

American Institute of CPAs - Personal Financial Planning (PFP)
Is estate tax reform on the horizon? {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Apr 11, 2019 50:30


Guest(s): Bob Keebler, CPA/PFS, Mitchell Gans, and Jonathan Blattmachr Category: Technical Sen. Bernie Sanders introduced legislation on April 4th to establish a progressive estate tax on the wealth of the top 0.2% of Americans and significantly increase rates on billionaires. In this episode, Bob Keebler, CPA/PFS interviews Jonathan Blattmachr and Professor Mitchells Gans, who answer the questions: What impact would the For the 99.8% Act have on estate, gift, and generations skipping transfer tax exemptions? What strategies should you consider now to best serve your clients? Access the related resources from this podcast: The Adviser’s Guide the Financial and Estate Planning Broadridge Advisor (free access to PFP/PFS members) includes extensive-content written by CPAs, attorneys and other experts on planning strategies, new relevant laws, etc. that are articulated in client terms. The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes and Pod-o-matic! And leave us a review so we can continue bringing valuable and relevant content to you.

Legislation
Keebler, Blattmachr and Shenkman: Asset Protection Planning Under the New Tax Law

Legislation

Play Episode Listen Later Jan 12, 2018


In this podcast, Bob Keebler, Jonathan Blattmachr and Marty Shenkman discuss new opportunities for asset protection planning created by the newly passed tax law. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Legislation
Keebler, Blattmachr and Shenkman: Individual Income Tax Planning After Tax Reform

Legislation

Play Episode Listen Later Jan 5, 2018


In this 20-minute podcast, Bob Keebler, Jonathan Blattmachr and Bob Keebler discuss the disallowance of miscellaneous itemized deductions, the new kiddie tax rules, choice of business entity, and other aspects of the 2017 tax legislation. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Trusts
Keebler and Blattmachr on the Section 2704 Proposed Regs.

Trusts

Play Episode Listen Later Aug 16, 2016


Bob Keebler and Jonathan Blattmachr discuss the newly issued Section 2704 proposed regulations and their implications for estate and business planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

proposed regs keebler powerpoint presentations bob keebler jonathan blattmachr
Legislation
Keebler and Blattmachr on the Section 2704 Proposed Regs.

Legislation

Play Episode Listen Later Aug 16, 2016


Bob Keebler and Jonathan Blattmachr discuss the newly issued Section 2704 proposed regulations and their implications for estate and business planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

proposed regs keebler powerpoint presentations bob keebler jonathan blattmachr
Legislation
Keebler and Blattmachr on the Basis Consistency Rules

Legislation

Play Episode Listen Later Apr 1, 2016


In this podcast, Bob Keebler and Jonathan Blattmachr discuss the basis consistency rules of Code section 1014(f) and the reporting rules of Code section 6035, including new Form 8971. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Valuation
Keebler and Blattmachr on the Basis Consistency Rules

Valuation

Play Episode Listen Later Apr 1, 2016


In this podcast, Bob Keebler and Jonathan Blattmachr discuss the basis consistency rules of Code section 1014(f) and the reporting rules of Code section 6035, including new Form 8971. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Valuation
Keebler and Blattmachr on Expected Valuation Discount Regulations

Valuation

Play Episode Listen Later Jun 4, 2015


It is widely expected that the Treasury Department will, within the next few months, issue regulations under Code section 2704(b) limiting the ability to claim valuation discounts on transfers of interests in limited partnerships and other entities. In this podcast, Bob Keebler interviews Jonathan Blattmachr, who explains section 2704 and the existing regulations and case law and discusses the potential impact of new regulations. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Cases, Rulings, Regulations
Keebler and Blattmachr on Expected Valuation Discount Regulations

Cases, Rulings, Regulations

Play Episode Listen Later Jun 4, 2015


It is widely expected that the Treasury Department will, within the next few months, issue regulations under Code section 2704(b) limiting the ability to claim valuation discounts on transfers of interests in limited partnerships and other entities. In this podcast, Bob Keebler interviews Jonathan Blattmachr, who explains section 2704 and the existing regulations and case law and discusses the potential impact of new regulations. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Legislation
Keebler and Blattmachr on Tax Law Change Through Executive Action

Legislation

Play Episode Listen Later Mar 17, 2015


On March 2, 2015, White House Press Secretary Josh Earnest confirmed that President Obama is "very interested" in the idea of raising taxes through unilateral executive action. In this podcast, Bob Keebler and Jonathan Blattmachr discuss the prospect of the administration taking action, independent of Congress, to eliminate valuation discounts, restrict the use of GRATs, or otherwise change the tax rules that govern estate planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Trusts
Asset Protection Planning with Self-Settled Trusts

Trusts

Play Episode Listen Later Feb 26, 2015


Bob Keebler and Jonathan Blattmachr discuss the use of self-settled trusts to protect assets from the claims of creditors. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Valuation
Keebler and Blattmachr on Elkins

Valuation

Play Episode Listen Later Oct 6, 2014


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 of art, reversing a decision of the United States Tax Court. In this podcast, Bob Keebler and Jonathan Blattmachr discuss the case and its implications for planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Cases, Rulings, Regulations
Keebler and Blattmachr on Elkins

Cases, Rulings, Regulations

Play Episode Listen Later Oct 6, 2014


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 of art, reversing a decision of the United States Tax Court. In this podcast, Bob Keebler and Jonathan Blattmachr discuss the case and its implications for planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Cases, Rulings, Regulations
Keebler - CCM 2012 08 026

Cases, Rulings, Regulations

Play Episode Listen Later Apr 3, 2012


Bob Keebler is joined by Jonathan Blattmachr and this dynamic duo discusses the facts and implications of this important new IRS ruling This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

irs keebler powerpoint presentations bob keebler jonathan blattmachr
Trusts
Keebler - CCM 2012 08 026

Trusts

Play Episode Listen Later Apr 3, 2012


Bob Keebler is joined by Jonathan Blattmachr and this dynamic duo discusses the facts and implications of this important new IRS ruling This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

irs keebler powerpoint presentations bob keebler jonathan blattmachr
Trusts
Keebler and Blattmachr - Planning in 2012

Trusts

Play Episode Listen Later Jan 30, 2012


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 Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

planning keebler powerpoint presentations jonathan blattmachr stars bob keebler
Cases, Rulings, Regulations
Keebler and Blattmachr - Planning in 2012

Cases, Rulings, Regulations

Play Episode Listen Later Jan 30, 2012


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 Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

planning keebler powerpoint presentations jonathan blattmachr stars bob keebler
IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis
Keebler and Blattmachr - Planning in 2012

IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

Play Episode Listen Later Jan 30, 2012


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 Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

planning keebler powerpoint presentations jonathan blattmachr stars bob keebler
Corporate Tax Planning
Keebler and Blattmachr - Planning in 2012

Corporate Tax Planning

Play Episode Listen Later Jan 30, 2012


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 Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

planning keebler powerpoint presentations jonathan blattmachr stars bob keebler
Valuation
Keebler and Blattmachr - Planning in 2012

Valuation

Play Episode Listen Later Jan 30, 2012


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 Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

planning keebler powerpoint presentations jonathan blattmachr stars bob keebler
Legislation
Keebler and Blattmachr - Planning in 2012

Legislation

Play Episode Listen Later Jan 30, 2012


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 Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

planning keebler powerpoint presentations jonathan blattmachr stars bob keebler
Partnerships - LLC
Keebler and Blattmachr - Planning in 2012

Partnerships - LLC

Play Episode Listen Later Jan 30, 2012


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 Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

planning keebler powerpoint presentations jonathan blattmachr stars bob keebler
Trusts
Keebler and Blattmachr - Property Law Aspects of Decanting

Trusts

Play Episode Listen Later Jan 22, 2012


Bob chats with Jonathan Blattmachr about the property law aspects of decanting. Be sure to listen to the other Podcast where the two discuss the tax aspects. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Cases, Rulings, Regulations
Keebler and Blattmachr - Property Law Aspects of Decanting

Cases, Rulings, Regulations

Play Episode Listen Later Jan 22, 2012


Bob chats with Jonathan Blattmachr about the property law aspects of decanting. Be sure to listen to the other Podcast where the two discuss the tax aspects. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Cases, Rulings, Regulations
Keebler and Blattmachr - Federal Tax Aspects of Decanting

Cases, Rulings, Regulations

Play Episode Listen Later Jan 5, 2012


Bob Keebler and Jonathan Blattmachr discuss what decanting is and how it is impacted by federal tax laws. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Legislation
Keebler and Blattmachr - Federal Tax Aspects of Decanting

Legislation

Play Episode Listen Later Jan 5, 2012


Bob Keebler and Jonathan Blattmachr discuss what decanting is and how it is impacted by federal tax laws. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Trusts
Keebler and Blattmachr - Federal Tax Aspects of Decanting

Trusts

Play Episode Listen Later Jan 5, 2012


Bob Keebler and Jonathan Blattmachr discuss what decanting is and how it is impacted by federal tax laws. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Cases, Rulings, Regulations
Keebler and Blattmacher Discuss Portability

Cases, Rulings, Regulations

Play Episode Listen Later Oct 18, 2011


Bob Keebler and Jonathan Blattmachr discuss potential portability of spouse's exemption issues and their solutions. Be sure to search our LISI Estate Planning Newsletters for more on this very important topic. Be sure to check-out the Keebler-Shenkman article for top malpractice mistakes. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

portability keebler powerpoint presentations bob keebler jonathan blattmachr
Legislation
Keebler and Blattmacher Discuss Portability

Legislation

Play Episode Listen Later Oct 18, 2011


Bob Keebler and Jonathan Blattmachr discuss potential portability of spouse's exemption issues and their solutions. Be sure to search our LISI Estate Planning Newsletters for more on this very important topic. Be sure to check-out the Keebler-Shenkman article for top malpractice mistakes. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

portability keebler powerpoint presentations bob keebler jonathan blattmachr
Legislation
Keebler and Blattmachr - Negative Basis and Passive Losses

Legislation

Play Episode Listen Later Apr 4, 2011


Jonathan Blattmachr and Bob Keebler discuss negative basis and passive losses and their interaction with Code Sections 1014 and 1022. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

negative basis losses passive keebler powerpoint presentations bob keebler jonathan blattmachr code sections
Corporate Tax Planning
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Corporate Tax Planning

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios
Non Qualified Defered Compensation
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Non Qualified Defered Compensation

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios
Cases, Rulings, Regulations
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Cases, Rulings, Regulations

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios
Partnerships - LLC
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Partnerships - LLC

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios
Trusts
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Trusts

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios
Legislation
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Legislation

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios
Valuation
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Valuation

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios
Qualified Plans
Cost of Bad Practice - IRS Notice Implementing Monetary Penalties Under Circular 230 - Ed Zollars

Qualified Plans

Play Episode Listen Later Apr 23, 2007


This Podcast provides guidance on Circular 230 issues. The IRS on April 23 released guidance on the application of monetary penalties to practitioners, their employers, firms and related entities for violations of Circular 230 as authorized by the American Jobs Creation Act of 2004 This guidance gives some insight into the IRS's views on how they will make use of this new enforcement tool, as well as some indication of what the IRS might view as an appropriate quality control system for a tax practice. If, as expected, SSTS No. 9 goes from an exposure draft to a final standard for CPAs, this document may be one to consider when a CPA firm sets out its tax quality control standards. And given the existence of the 'aspirational' standard for best practices in Circular 230 Section 10.33, the importance of SSTS No. 9 may not be limited to CPAs. The materials for this podcast can be found at http://www.edzollars.com/2007-04-24_Monetary_Penalties.pdfThere's an excellent book on this topic by Jonathan Blattmachr, Mitchell Gans, and Damien Rios entitled The Circular 230 Handbook. It's published by The Practicing Law Institute. (800 260 4554). This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

practice cost cpa irs implementing handbook penalties circular cpas monetary powerpoint presentations irs notice ed zollars jonathan blattmachr ssts no american jobs creation act damien rios