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You are on the home page for Leimberg Information Services, Inc. We provide Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning Newsletters. We also provide LawThreads®, Actual Text, State Laws, US Code Searcher, and Supersearcher tools.CLICK HERE to learn about our distinguished authors, editors and contributors.

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Recent Entries:
Newsletters   Actual Text   Journals   Web Links   Web Links   BlogWatch

Newsletters

Subject: Michael S. Jackson & Jared Szychter: Deciphering the Trump Tax Plan - The Devil is in the (Lack of) Details, Updated Link Steve Leimberg's Estate Planning Newsletter Issue:2541    28-Apr-17

Linda Kotis: Reform School - Lessons on Rescuing an Undesirable Tax Plan after Death Steve Leimberg's Estate Planning Newsletter Issue:2539    27-Apr-17

Steve Leimberg Announces LISI Webinars - Bob Keebler Analyzes the Trump Tax Plan Steve Leimberg's Estate Planning Newsletter Issue:2538    27-Apr-17

Phyllis Horn Epstein: Help Around the House & What It Could Cost You Steve Leimberg's Income Tax Planning Newsletter Issue:113    26-Apr-17

FLASH: Steve Leimberg Announces LISI Webinars - Bob Keebler Analyzes the Trump Tax Plan Steve Leimberg's Estate Planning Newsletter Issue:2537    26-Apr-17

Steve Oshins Releases 8th Annual Domestic Asset Protection Trust State Rankings Chart...with a Huge Surprise! Steve Leimberg's Asset Protection Planning Newsletter Issue:342    24-Apr-17

Actual Text

Infographic on 2017 Tax Reform for Economic Growth and American Jobs
updated:28-Apr-17

Estate of John F. Koons III et al. v. Commissioner, No. 16-10646; No. 16-10648 (27 April 2017) 11th Circuit Upholds Tax Court Sustaining GST and Estate Tax Deficiencies
updated:28-Apr-17

Estate of John F. Koons III et al. v. Commissioner, T.C. Memo. 2013-94, Nos. 19771-09, 19772-09 Estate Cannot Deduct Expenses on Loan to Revocable Trust
updated:28-Apr-17

S. ____ Marketplace Fairness Act of 2017
updated:28-Apr-17

Gregory Alan Brown v. Commissioner, No. 7972-15S, T.C. Summ. Op. 2017-24 Court Finds Taxpayer Received Constructive Dividend From Controlled Corporation
updated:27-Apr-17

PLR 201716008 (5 January 2017) Estate Granted Extension to Make Portability Election
updated:27-Apr-17

Instant Audio and Podcasts

60 Second Planner

60-Second Planner -- Tax Court Addresses Phantom Stock Plan in Hurford Investments 2
updated:28-Apr-17

60-Second Planner -- Trump Announces Tax Plan
updated:26-Apr-17

60-Second Planner -- Estate of McKelvey v. Commissioner: Financial Transactions Did Not Trigger Capital Gain
updated:24-Apr-17

Podcasts

Keebler and Gordon on Income Tax Planning for Securities
updated:20-Jan-17

Tax Reform Under President Trump
updated:02-Jan-17

Planning for Portability After Rev. Proc. 2016-49
updated:07-Oct-16

Keebler and Blattmachr on the Section 2704 Proposed Regs.
updated:17-Aug-16

Keebler and Aucutt on the Section 2704 Proposed Regulations
updated:09-Aug-16

Keebler and Oshins on Private Decanting
updated:05-Aug-16

Keebler and McClintock: The New Death Tax Problem
updated:30-Jul-16

Bob Keebler on Asset Protection Planning for IRA Accounts
updated:14-May-16

BlogWatch

Press Reports and Opinion on Trump Tax Proposal
28-Apr-17

New York Court: No Legal Malpractice Claim for Failure to Minimize Former Spouse's Claim
28-Apr-17

Constitutionality of Revocation-on-Divorce Statute in Florida
27-Apr-17

Trump Plan Would Reward Planning to Minimize Compensation
26-Apr-17

Think Twice Before Naming Trust as IRA Beneficiary
26-Apr-17

New Program Helps Seniors Remain at Home
26-Apr-17

With IRS Data Tool Down, Dept of Ed. Eases FAFSA Process
26-Apr-17

How Likely is Tax Reform?
26-Apr-17

How Would Charities Fare Under Trump Tax Reform Plan?
26-Apr-17

Journals
(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)

The UTC and the Duty to Inform And Report
Angela Titus McEwan - Trusts & Estates

GRATs or Gratitude?
David R. York and Andrew L. Howell - Trusts & Estates

Shielding PTC Directors From Fiduciary Risk
Daniel F. Lindley - Trusts & Estates

Fiduciary Law Trends
Joshua S. Miller and Michael Sneeringer - Trusts & Estates

Thirty-two Core Beliefs
L. Paul Hood, Jr. - Trusts & Estates

Web Links

Three Steps for Women to Secure Their Financial Future -- SSA
Social Security Administration resources to help prepare for retirement.

2017 Investment Company Fact Book
This annual publication offers a review of trends and activities in the investment company industry.

Appropriate POLST Paradigm Form Use Policy -- National POLST Paradigm
This document, from the National POLST Paradigm, lists seven fundamental tenets that all health care professionals should follow to ensure appropriate POLST Form use.

New Guidance from SSA on Spousal & Survivors Bene ts for Married LGBT Individuals - Justice in Aging
This Fact Sheet can help individuals in same-sex marriages who were denied bene ts because their marriage to a spouse of the same sex wasn’t properly recognized.

National Registry of Unclaimed Retirement Benefits
The National Registry is a nationwide, secure database listing of retirement plan account balances that have been left unclaimed. This website is designed to help match employers with abandoned or forgotten employee retirement account balances with the former employees who they rightfully belong to.

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