Personal Financial Planning Tax Events 

 

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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
11/22/2016PodcastPost-Election Tax and Financial Planning
Robert Keebler
Tax
11/12/2016PodcastCapital Gains Planning with a Potential Lower Capital Gains Rate
Robert Keebler, Jonathan Blattmachr
Tax
10/25/2016AudioIRS Grants 9100 Relief for Late QTIP Election
Robert Keebler
Tax
10/18/2016AudioRevised Form 8971 Instructions Allow Attachments
Robert Keebler
Tax
10/17/2016AudioIRS Will Recognize QTIP Elections Needed for Portability
Robert Keebler
Tax
10/14/2016PodcastQ3 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Tax
10/13/2016AudioIRS Grants Extension to File Form 706-QDT
Robert Keebler
Tax
10/5/2016AudioIRS Grants Extension to Make 754 Election in PLR 201638009
Robert Keebler
Tax
9/30/2016AudioQTIP elections and portability
Robert Keebler
Tax
9/30/2016AudioStatute of limitations on pension plan claim by former spouse
Robert Keebler
Tax


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