(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Section 199A and Choice of Passthrough Entity
Karen C. Burke - The Tax Lawyer
Qualified Opportunity Zone Funds: a Tax Investment Worth Considering
Michael Hirschfeld and Philip R. Hirschfeld - Probate & Property
Shifting Gears: Estate Planning for Today's Emerging Adults
Eileen Gallo - Probate & Property
The Case for Trusts as an Alternative to Prenuptial Agreements When Religion Intervenes
Michael Sneeringer - Probate & Property
Celebrity Estate Planning: Misfires of the Rich and Famous II
Jessica Galligan Goldsmith, David Y. Choi, Shaina S. Kamen, Jerry Joyce, Christiana M. Lazo, Alison Silverman, and Bruce D. Steiner - Probate & Property
Protect Your Identity: What Older Adults Should Know - BCFP
Publication from the Bureau of Consumer Financial Protection. PDF, 8 pp.
Social Security Primer -- CRS
"This report provides an overview of Social Security financing and benefits under current law. Specifically, the report covers the origins and a brief history of the program; Social Security financing and the status of the trust funds; how Social Security benefits are computed; the types of Social Security benefits available to workers and their family members; the basic eligibility requirements for each type of benefit; the scheduled increase in the Social Security retirement age; and the federal income taxation of Social Security benefits." PDF, 18 pp. Updated May 7, 2019.
2019 Investment Company Fact Book -- Investment Company Institute
A review of trends and activities in the investment company industry. 59th Edition. PDF, 335 pp. April, 2019.
2019 OASDI Trustees Report -- U.S. Social Security Administration
The Social Security Act requires that the Board, among other duties, report annually to the Congress on the actuarial status and financial operations of the OASI and DI Trust Funds. This 2019 report is the 79th such report. April 22, 2019. 270 pp., PDF.
Audio of Supreme Court Argument in Kaestner Trust Case
Audio of oral argument heard April 16, 2019. For the Petitioner North Carolina Department of Revenue: Matthew W. Sawchak, Solicitor General. For the Respondent The Kimberley Rice Kaestner 1992 Family Trust: David A. O'Neil. One hour, one minute.