50 episodes

An update from time to time on various issues dealing with the valuation of property and businesses - by Ed Zollars and others - and edited by Steve Leimberg and designed for tax professionals.

Valuation steve@leimbergservices.com

    • Investing

An update from time to time on various issues dealing with the valuation of property and businesses - by Ed Zollars and others - and edited by Steve Leimberg and designed for tax professionals.

    Bob Keebler and Jason Early on the Cavallaro Case

    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

    Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market

    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

    Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule

    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

    Keebler and Blattmachr on the Basis Consistency Rules

    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

    Market Volatility Opens Planning Opportunities

    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

    Keebler and Blattmachr on Expected Valuation Discount Regulations

    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

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