BBB Crossover Special: How the New Tax Law Changes Everything for Your Clients
The One Big Beautiful Bill Act is no longer a proposal, it's the law. That means CPA financial planners must shift gears fast.
In this special crossover episode of the AICPA Personal Financial Planning Podcast and the AICPA Tax Odyssey Podcast, host Cary Sinnett is joined by nationally recognized…
Portability Denied: The Compliance Misstep That Cost Millions with Bob Keebler
What happens when one overlooked detail turns a thoughtful estate plan into a multi-million-dollar tax disaster? In this episode of the AICPA Personal Financial Planning Podcast, nationally recognized tax and estate planning expert Bob Keebler joins Cary Sinnett to unpack the cautionary tale of Es…
Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler
Bob Keebler joins Cary Sinnett to unpack why this year-end is anything but routine. With shifting tax thresholds and surprise penalties lurking under the surface, every decision matters more than ever. This rapid-fire episode arms CPA financial planners with critical year-end strategies, from Rot…
Bob Keebler on The Renaissance of Income Tax Planning
Non-grantor trusts are stepping into the spotlight, not for estate tax, but for income tax planning. In this episode, Cary Sinnett sits down with tax expert Bob Keebler to explore how the One Big Beautiful Act (H.R.1) reshapes the planning landscape. You'll hear how you can use trusts to reclaim …
Take Another Look at Your Plan | Save Your Retirement Podcast
known tax and estate planning authority Bob Keebler about the changes and what you can do to help determine the best ways to make them work for you.
Bob Keebler on Avoiding Costly Estate Planning Mistakes
Some of the biggest planning opportunities in trust and estate taxation are also the easiest to miss. In this episode, Cary Sinnett sits down with nationally recognized estate planning authority Bob Keebler to explore three highly technical areas that can dramatically impact client outcomes: porta…
Why Bob Keebler Makes the Section 645 Election Almost Every Time
The months immediately following a client's death create one of the most important income tax planning windows in estate administration. While many practitioners focus on basis step-ups and beneficiary distributions, one election can fundamentally change how post-death income is managed: the Secti…
Wife of Whoredom Part 9 "Whore On A Corn Floor" Hosea Ch. 9 Ep. #111
Audio file transcribed through Word.
Wife of Whoredom Part 9 Whore on a Corn Floor Hosea Ch. 9 Video Podcast Ep. 111.mp3
Transcript
It's good to see you. Welcome to another edition of Bible Shorts with Bible Bob. You never know on that side of the microphone or the speaker or the phone, what…
Goals, Collaboration, and the $15 Million Exemption: An Advisor's Guide to Estate Planning
Advisor Wars: Goals, Collaboration, and the $15 Million Exemption: An Advisor's Guide to Estate Planning In this episode of Advisor Wars, sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) launch a new series …
Bob Keebler: Don't Let the 10-Year Rule Become a Tax Trap
The inherited IRA 10-year rule can create a costly tax trap, or a valuable planning opportunity. The difference may come down to what happens long before Year 10.
In this episode of the PFP Podcast, Cary Sinnett talks with Bob Keebler about how financial planners can help beneficiaries make smart…
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
