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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

Thanks for Giving Steve Leimberg's Estate Planning Newsletter Issue:2604    20-Nov-17

Finance 11.18.2017 Bob LeClair's Finance and Markets Newsletter Issue:935    19-Nov-17

7520 and Other Key Rates - December 2017 Steve Leimberg's Estate Planning Newsletter Issue:2603    18-Nov-17

Steve Leimberg on Strauss v. Pankow: Statute of Limitations Bars Buy-Sell Insurance Claim Steve Leimberg's Estate Planning Newsletter Issue:2602    16-Nov-17

Michael Geeraerts, Theresa Steinkamp and Jim Magner: There Goes My Baby, There Goes My Heart, There Goes All My Assets, They're Gone Forever: How Advisors Can Help Their "Only The Lonely" Clients Plan Their Estates To Avoid Having Their Assets Go To Steve Leimberg's Estate Planning Newsletter Issue:2601    14-Nov-17

Mary E. Vandenack - Final Regulations on Mortality Tables Steve Leimberg's Employee Benefits and Retirement Planning Newsletter Issue:684    13-Nov-17

Actual Text

Senate Version of H.R. 1 Tax Cuts and Jobs Act
updated:21-Nov-17

H.R. 1 Tax Cuts and Jobs Act Chairmans Mark Section-by-Section Summary
updated:21-Nov-17

JCX-56-17 Description of Chairman's Modifications to the Chairman's Mark of the Tax Cuts and Jobs Act
updated:21-Nov-17

DOL Releases Advance Copies of Form 5500 Annual Return/Report for 2017
updated:21-Nov-17

Rev. Rul. 2017-24; 2017-49 IRB 1 IRS Announces Applicable Federal Rates for December
updated:20-Nov-17

PLR 201746030 (7 September 2017) IRS Allows Extension of Amortization Period for Qualified Plan
updated:20-Nov-17

Instant Audio and Podcasts

60 Second Planner

FLASH -- House Passes Tax Bill
updated:16-Nov-17

FIFO Accounting for Securities Sales Under the Senate Tax Bill
updated:16-Nov-17

Hawk v. Commissioner - Tax Court Imposes Transferee Liability in Intermediary Transaction Case
updated:14-Nov-17

Podcasts

Bob Keebler Compares the House and Senate Tax Bills
updated:15-Nov-17

Larry Brody on the Senate Tax Bill and Life Insurance Contract Basis
updated:15-Nov-17

Bob Keebler on the House Tax Bill
updated:04-Nov-17

Keebler and Adkisson on Avrahami v. Commissioner
updated:07-Oct-17

Bob Keebler and Gerard Schreiber -- Hurricane Harvey and Casualty Losses
updated:07-Oct-17

Bob Keebler -- The Trump Tax Plan
updated:07-Oct-17

Bob Keebler on Roth Conversions by Asset Class
updated:04-Aug-17

Bob Keebler on the Proposed 5-Year IRA Rule
updated:04-Aug-17

BlogWatch

Senate Bill Boosts Taxes on Stock Sales
18-Nov-17

How Will Tax Legislation Affect Charities and Universities?
16-Nov-17

Life Insurance Needs For Foreign Nationals
14-Nov-17

How SALT Deduction Repeal Would Promote State Capture of Federal Charitable Contributions
13-Nov-17

How the House Bill Would Affect Estate Planning
12-Nov-17

Advance Directives and Profound Mental Deterioration
12-Nov-17

Comparing the House and Senate Tax Bills
12-Nov-17

Bloomberg BNA 2017 Multistate Tax Report Trust Nexus Survey
11-Nov-17

Real Estate Under the Senate Tax Bill
10-Nov-17

Journals
(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

Web Links

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.

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