(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Managing Multiple Businesses With a Section 6166 Election
Michael Kosnitzky and Rebecca M.G. Zuks - Estate Planning
Transfer on Death Deeds: A Useful Tool in the Right Places
Jacqueline M. Schuh and Ivory S. Umanah - Estate Planning
Overview of Timely Topics in Trust and Estate Planning
Michaeeeringerl A. Sn - Estate Planning
Plan for Portability to Keep Pace With a Mobile Society
Howard S. Krooks and Ruth A. Phelps - Estate Planning
Key Elements of Effective Will Drafting and Execution
Mollie Whitehead - Estate Planning
Credit Suisse Global Wealth Report 2017
The Credit Suisse Research Institute's Global Wealth Report is the most comprehensive source of global household wealth information. It analyzes wealth held by 4.8 billion adults across the globe, from the least affluent to the wealthiest individuals. Now in its eighth edition, the report includes a focus on Millennials' wealth position and provides a comparison with earlier generations.
Amendment List - Senate Version of Tax Cuts and Jobs Act
List of 355 proposed amendments to the Senate Tax Bill, prepared in preparation for Senate Finance Committee markup session scheduled for Monday, November 13, 2017
Self-Dealing Exemption - IRS
This audio slide presentation from the Stay Exempt portion of the Internal Revenue Service website discusses self dealing under Code Section 4941 and the exception for compensation to disqualified persons. It explains general self-dealing rules (more specifically about the exception) and concludes with the rebuttable presumption of reasonable compensation as provided in the Section 4958, Taxes on Excess Benefit Transactions.
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 to whom they rightfully belong.
National Retirement Risk Index
Published by the Center for Retirement Research at Boston College, the National Retirement Risk Index (NRRI) measures the percentage of working-age households that are at risk of being unable to maintain their pre-retirement standard of living in retirement.