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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

Sandra D. Glazier on US v. Estate of Albert Chicorel: The Importance of Actual Notice to the IRS and other Known Creditors Steve Leimberg's Estate Planning Newsletter Issue:2679    13-Nov-18

Jay Adkisson on California's Rule of Professional Conduct 1.2.1 - Advising About or Assisting with a Fraudulent Transfer Is About to Get Very Dangerous in California Steve Leimberg's Asset Protection Planning Newsletter Issue:376    12-Nov-18

Finance 11.10.2018 Bob LeClair's Finance and Markets Newsletter Issue:981    11-Nov-18

Alan Gassman & Kelsey Weiss - Is it Possible for a Triple Net Lease to Be Considered a "Trade or Business" for Section 199A Purposes Steve Leimberg's Income Tax Planning Newsletter Issue:161    08-Nov-18

Sandra D. Glazier on Sveen v. Melin & Presumed Intent - Statutory Revocations of Beneficiary Designations Upon Divorce Steve Leimberg's Estate Planning Newsletter Issue:2678    07-Nov-18

Barry Flagg: What Happens to My Life Insurance at Age 100 and What Can I Do About It Steve Leimberg's Financial Products Planning Newsletter Issue:4    06-Nov-18

Actual Text

AICPA Seeks Clarity of IRS Guidance Re Beneficiaries Ability to Claim Excess Deductions
updated:14-Nov-18

CA-2018-13 Tax Relief Available for Victims of November 2018 Wildfires in California
updated:14-Nov-18

Joseph Czerw v. Lafayette Storage & Moving Corp. et al., No. 6:16-cv-06701 Employee Awarded Damages Based on Employer's Fraudulent Tax Filing
updated:14-Nov-18

PLR 201845012 (2 August 2018) IRS Grants Extension to Estate to Make Basis Allocation Election
updated:13-Nov-18

REG-107813-18 (9 November 2018) IRS Issues Prop. Regs. on Modifications to Rules for Hardship Withdrawals
updated:12-Nov-18

PLR 201845006 (27 July 2018) IRS Addresses Tax Implications of Proposed Trust Modification
updated:12-Nov-18

Instant Audio and Podcasts

60 Second Planner

PLR 201844004 -- Spousal Rollover of IRA Payable to Trust
updated:13-Nov-18

PLR 201843007 -- Favorable Ruling on Trust Modification
updated:08-Nov-18

Streightoff -- Limited Partner Interest Transferred to Trust
updated:06-Nov-18

Podcasts

Bob Keebler on Roth IRA Basics
updated:04-Sep-18

Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act
updated:24-Aug-18

Bob Keebler on Tax Planning Under the Section 199A Regulations
updated:20-Aug-18

Bob Keebler -- Overview of the Section 199A Proposed Regulations
updated:17-Aug-18

Bob Keebler on Section 199A: An Executive Summary
updated:08-Aug-18

Keebler on Income Tax Planning for IRAs and Qualified Plans
updated:31-Mar-18

Keebler on Drawdown and Portfolio Strategies After Tax Reform
updated:31-Mar-18

Keebler on Avoiding Low Basis Traps
updated:23-Mar-18

BlogWatch

Dealing with RMD Shortfalls
07-Nov-18

Coordinating Contributions to Multiple Retirement Plans
06-Nov-18

Virginia Supreme Court: Power of Attorney Act Authorizes Money Damages, But Not Restoration Order
06-Nov-18

California: Court May Excuse Trustee for Liability for Breach of Trust
05-Nov-18

Federal Estate Tax Collections by State, 2016
05-Nov-18

Sixth Circuit: Filing Proof of Claim in Probate Court Extended Collections Period
04-Nov-18

Saving Taxes by Investing in Opportunity Zones
03-Nov-18

Adkins: Bilked Investors Lose in Claims Court
02-Nov-18

The Mysteries of Life Insurance Underwriting
01-Nov-18

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

The Socioeconomics of Twenty-First Century Wills Formalities
Bridget J. Crawford - SSRN

Drafting Powers of Attorney for Elder Law and Special Needs Clients
Howard S. Krooks - Estate Planning

Factor Fiduciary Income Tax Into Estate Planning—Part 4
Philip N. Jones - Estate Planning

The Will Execution Ceremony: Should It Be In Pictures?
Gerry W. Beyer - Estate Planning

Tax Planning for Compensation: More Than Just FICA
Suzanne L. Shier and Diana R. Myers - Estate Planning

Web Links

Elder Abuse Guide for Law Enforcement
While designed for law enforcement personnel, this collection of resources may be useful to anyone who comes in contact with seniors.

2018 U.S. Trust Study of High Net Worth Philanthropy
The 2018 U.S. Trust Study of High Net Worth Philanthropy, published in partnership with the Indiana University Lilly Family School of Philanthropy, finds that wealthy Americans continue to be generous with their time and money, increasing the amount they gave on average to charitable causes and organizations in 2017, including giving in the wake of natural disasters. The biennial study shows that 90 percent of high net worth (HNW) households gave to charity last year, and 48 percent volunteered time to nonprofit organizations and causes.

2018 Millionaire Outlook Study -- Fidelity Investments
In this survey, conducted between March 28 and May 8, 2018, over half of the millionaires surveyed said they are willing to pay more for an advisor who is able to help them navigate the recent tax reforms, while also minimizing their tax bill.

Tuition Tracker
Tuition Tracker is an interactive tool designed to help parents and students find the “right” college or university among thousands by using search criteria, such as desired location, price and size, to filter results. Tuition Tracker is also a resource for education researchers and journalists looking to explore trends in tuition, financial aid and student outcomes among U.S. higher education institutions over the last decade. Tuition Tracker is the result of a collaboration among The Hechinger Report, The Dallas Morning News and the Education Writers Association.

Assisted Living: Promising Policies and Practices - LTCCC
The goal of this report from the Long Term Care Community Coalition is to provide consumers, providers, and policymakers with information and insights into best practices and policies for assisted living.

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