(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Steer Clear of These Ten Common Gift Tax Return Mistakes
Raj A. Malviya and Brandon A. S. Ross - Estate Planning
Ownership Transitions: ESOPs Compared to Other Strategies
Kelly O. Finnell - Estate Planning
Best Estate Planning Techniques Under TCJA—Part 2: LAGRAT
S. Stacy Eastland - Estate Planning
Disclaimed If You Do, Released If You Don't!
Molly R. Soiffer - Estate Planning
Advice for Estate Planners Dealing With Client Divorces
Elizabeth A. Garlovsky and Carrie A. Harrington - Estate Planning
How Does Divorce Affect Retirement Security?
Study by the Center for Retirement Research at Boston College.
2018 Medicare Trustees Report
According to this report, the Medicare trust fund will be depleted in 2026.
Charitable Gift Annuity Rates -- 2018
Updated suggested maximum charitable give annuity (CGA) rates effective July 1, 2018, replacing the rate schedule announced November 7, 2011, effective January 1, 2012.
Social Security 2018 Trustees Report
The 2018 OASDI Trustees Report, officially called "The 2018 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds," presents the current and projected financial status of the trust funds.
FY 2017 PBGC Projections Report
Annual report of the status of the Pension Benefit Guaranty Corporation’s insurance programs.
This year’s projections for PBGC's Multiemployer Program show a very high likelihood of insolvency during FY 2025 and near certainty of insolvency by the end of FY 2026. PDF, 53 pp.