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Valuation

steve@leimbergservices.com

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Valuation

Valuation

steve@leimbergservices.com

2
Followers
0
Plays
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About Us

Covers cases, rulings, regulations, and legislation pertaining to income, estate, gift, and generation-skipping valuation issues.

Latest Episodes

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 2019-144 (10/24/2019). The Tax Court's Memorandum Opinion can be found at https://ustaxcourt.gov/UstcInOp/OpinionViewer.aspx?ID=12088 . 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

--MAR 19
Comments
Bob Keebler and Jason Early on the Cavallaro Case

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, including Roth conversions, loss harvesting, alternate valuation date elections, gifting and selling low value assets, asset substitutions, and more. 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

--MAR 3
Comments
Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market

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 securities. In this 16-minute podcast, Bob Keebler and Robert N. Gordon, President of Twenty-First Securities Corporation, discuss the implications of the proposal and possible planning options. 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

16 min2017 NOV 30
Comments
Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule

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 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

15 min2016 APR 2
Comments
Keebler and Blattmachr on the Basis Consistency Rules

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 values have created opportunities in estate planning, estate administration and income tax 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

4 min2016 MAR 1
Comments
Market Volatility Opens Planning Opportunities

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 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

25 min2015 JUN 4
Comments
Keebler and Blattmachr on Expected Valuation Discount Regulations

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 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

15 min2014 OCT 7
Comments
Keebler and Blattmachr on Elkins

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

2 min2012 MAR 19
Comments
Keebler - Estate Planning in 2012

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 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

4 min2012 JAN 31
Comments
Keebler and Blattmachr - Planning in 2012

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 an astoundingly low 1.4 percent, this is one very important PodCast. Be sure also to read our Estate Planning Newsletter on this topic by Larry Katzenstein. 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

3 min2011 OCT 19
Comments
Keebler - Estate Planning in a Low Interest Envirenment

Latest Episodes

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 2019-144 (10/24/2019). The Tax Court's Memorandum Opinion can be found at https://ustaxcourt.gov/UstcInOp/OpinionViewer.aspx?ID=12088 . 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

--MAR 19
Comments
Bob Keebler and Jason Early on the Cavallaro Case

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, including Roth conversions, loss harvesting, alternate valuation date elections, gifting and selling low value assets, asset substitutions, and more. 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

--MAR 3
Comments
Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market

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 securities. In this 16-minute podcast, Bob Keebler and Robert N. Gordon, President of Twenty-First Securities Corporation, discuss the implications of the proposal and possible planning options. 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

16 min2017 NOV 30
Comments
Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule

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 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

15 min2016 APR 2
Comments
Keebler and Blattmachr on the Basis Consistency Rules

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 values have created opportunities in estate planning, estate administration and income tax 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

4 min2016 MAR 1
Comments
Market Volatility Opens Planning Opportunities

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 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

25 min2015 JUN 4
Comments
Keebler and Blattmachr on Expected Valuation Discount Regulations

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 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

15 min2014 OCT 7
Comments
Keebler and Blattmachr on Elkins

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

2 min2012 MAR 19
Comments
Keebler - Estate Planning in 2012

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 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

4 min2012 JAN 31
Comments
Keebler and Blattmachr - Planning in 2012

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 an astoundingly low 1.4 percent, this is one very important PodCast. Be sure also to read our Estate Planning Newsletter on this topic by Larry Katzenstein. 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

3 min2011 OCT 19
Comments
Keebler - Estate Planning in a Low Interest Envirenment
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