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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   Law Threads   Journals   Web Links   Web Links   BlogWatch

Newsletters

Mary Vandenack & Nicholas Meier: Assisting Clients with Gun Trusts - Drafting Thoughts Steve Leimberg's Estate Planning Newsletter Issue:2411    03-May-16

John M. Goralka & Jim Magner on the Credit Shelter/Bypass Trust - An Estate Tax Time Bomb Steve Leimberg's Estate Planning Newsletter Issue:2410    02-May-16

Finance 4.30.2016 Bob LeClair's Finance and Markets Newsletter Issue:856    01-May-16

Bruce Steiner & Lessons from David Bowie's Will Steve Leimberg's Estate Planning Newsletter Issue:2409    28-Apr-16

Jonathan G. Blattmachr & F. Ladson Boyle on Green v. United States: A Second Order Allows More Charitable Deduction for Gift Inadvertently Made by an Affiliated Entity Steve Leimberg's Charitable Planning Newsletter Issue:248    26-Apr-16

Mary Vandenack: IRS Withdraws Proposed Regulations Affecting Nondiscrimination Requirements for Qualified Plans Steve Leimberg's Employee Benefits and Retirement Planning Newsletter Issue:657    25-Apr-16

Actual Text

IRS Notice 97-10 IRS Provides Sample Language for Spouse's Waiver to a QJSA or a QPSA
updated:04-May-16

T.D. 9767 (3 May 2016) IRS Issues Final Regs. on Additional Limitation on Suspension of Benefits Applicable to Certain Pension Plans Under the Multiemployer Pension Reform Act of 2014
updated:04-May-16

H.R. 5005 No Hires for the Delinquent Congress Act
updated:04-May-16

H.R. 4990 Strengthening Charities Through Transparency Act of 2016
updated:04-May-16

H.R. 5125 Corporate Expatriates and Inverters Tax Fairness Act (Corporate EXIT, Fairness Act)
updated:03-May-16

Joseph Patrick Boyle v. Commissioner, T.C. Memo. 2016-87, No. 4666-09 Taxpayer Granted Equitable Relief
updated:03-May-16

Instant Audio and Podcasts

60 Second Planner

Survivor May Not Carry Over Deceased Spouse's AMT Credit
updated:04-May-16

Federal Tax Lien Attaches to Discretionary Support Trust
updated:29-Apr-16

Keebler on CCA 201614036
updated:21-Apr-16

Podcasts

Keebler and Blattmachr on the Basis Consistency Rules
updated:02-Apr-16

Market Volatility Opens Planning Opportunities
updated:01-Mar-16

The Administration's 2017 Budget Proposals
updated:23-Feb-16

Keebler and Lackner on Form 8971
updated:02-Feb-16

Keebler, Angkatavanich and Dougherty on Estate of Purdue v. Commissioner
updated:11-Jan-16

Keebler and Angkatavanich on Section 2701 Basics
updated:29-Oct-15

Keebler and Blattmachr on Sophisticated GST Tax Planning
updated:06-Aug-15

Keebler and Blattmachr on Expected Valuation Discount Regulations
updated:04-Jun-15

BlogWatch

Estate Tax: The Past and Future
29-Apr-16

Can Arbitration Determine the Validity of a Will or Trust?
29-Apr-16

Digital Assets Battle in German Court
28-Apr-16

Tax Court Case Tells Cautionary Tale of Elder Abuse
26-Apr-16

Ruling Allows Taxpayer to Correct Multiple IRA Errors
25-Apr-16

Tax Consequences of Early Termination of Marital Trust
25-Apr-16

Income Tax Costs of Investing in Mutual Funds and ETFs
25-Apr-16

Tool Offers Framework for Assessing Decision-Making Capacity
25-Apr-16

Murder-Suicide Leads to Competing Probate Claims
25-Apr-16

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

The Chan Zuckerberg Initiative
Daniel Dykes and Michael S. Schwartz - Trusts & Estates

The Uniform Voidable Transactions Act Will Affect Your Practice
George D. Karibjanian - Trusts & Estates

Common Reporting Standard Explained
Guilherme B. Reis - Trusts & Estates

Minimize Litigation Risks in Estate Plans
Barbara Grayson - Trusts & Estates

Proposed Property Value and Basis Reporting Rules Create Challenges
Suzanne L. Shier and Benjamin J. Lavin - Trusts & Estates

Law Threads
(Online Discussions)

Special Report: Summaries from the 2016 Heckerling Institute -- 1/15/2016

Special Report: Summaries from the 2015 Heckerling Institute -- 1/05/2015

Clark Decision Complicates Planning for IRA Owners -- 6/12/2014

Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014

Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014

Web Links

IRS Needs to Further Enhance Controls over Taxpayer and Financial Data -- GAO
This GAO report includes 45 new recommendations to the IRS to further improve its information security controls and program.

The Department of Laborís Final Rule Redefining Fiduciary - Steptoe
This Advisory offers a detailed analysis of the final regulations. PDF, 33 pp.

2016 Alzheimer's Disease Facts and Figures -- Alzheimer's Association
The 2016 Alzheimerís Disease Facts and Figures is a statistical resource for U.S. data related to Alzheimerís disease, the most common cause of dementia, as well as other dementias.

FeeX
This website offers tools allowing you to compare the cost of an investment with the cost of similar investments. Free registration required.

IRS 2015 Data Book
The Internal Revenue Service (IRS) Data Book is published annually by the IRS and contains statistical tables and organizational information on a fiscal year basis. The report provides data on collecting the revenue, issuing refunds, enforcing the law, assisting the taxpayer, and the budget and workforce. With a new online format, this yearís publication makes navigating data on taxpayer assistance, enforcement, and IRS operations easier, with graphic depictions of key areas and quick links to the underlying data. You can view selected summary graphs, key statistics, and descriptions of the tables and the IRS functions they cover. To download data tables on IRS and taxpayer statistics, visit the relevant section page listed on the left-side navigation column.

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