Subscriber's  Login

Remember my password:
Click if you forgot your password
Sign up now


Jay D. Adkisson
Steve R. Akers
Ronald D. Aucutt
Susan Bart
Jeff Baskies
Frank S. Berall
Alexander A. Bove Jr.
Jonathan Blattmachr
Lawrence Brody
Carol Ann Cantrell
April K. Caudill
Natalie Choate
Virginia F. Coleman
Andrew J. DeMaio
Joan B. Di Cola
Dan Evans
Richard L. Fox
Mitchell M. Gans
Alan S. Gassman
Wendy S. Goffe
Jonathan E. Gopman
Steven B. Gorin
Ellen Harrison
Jason E. Havens
Johnine Hays
L Paul Hood
Laura Howell-Smith
Michael J. Jones
James M. Kane
Larry Katzenstein
Robert S. Keebler
Donald H. Kelley
Bernard S. Kent
Michael E. Kitces
Bob LeClair
Paul S. Lee
Steve Leimberg
Jim Magner
Carlyn McCaffrey
A. Stephen McDaniel
John McFadden
Kevin J. McGrath
Mark Merric
Charles Ian Nash
Michel Nelson
Richard W. Nenno
Duncan E. Osborne
Steven J. Oshins
David Pratt
Charles L. Ratner
Gideon Rothschild
Charles (Chuck) Rubin
Keith Schiller
John J. ("Jeff") Scroggin
Martin M. Shenkman
Ed Slott
Marc Soss
Bruce D. Steiner
Conrad Teitell
Howard M. Zaritsky

Follow us on Twitter

Click here for an audiotour of LISIWelcome!

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.

Recent LISI
Click here for LISI Webinars
Click here for an Audio Tour of Our LISI Site

Click here for our LISI Master Calendar
Click Here for Steve Leimberg and Bob LeClair’s NumberCruncher and Quickview Software, Books, and Other Resources
Recent Entries:
Newsletters   Actual Text   Journals   Web Links   Web Links   BlogWatch


Finance 4.29.2017 Bob LeClair's Finance and Markets Newsletter Issue:906    29-Apr-17

Subject: Michael S. Jackson & Jared Szychter: Deciphering the Trump Tax Plan - The Devil is in the (Lack of) Details, Updated Link Steve Leimberg's Estate Planning Newsletter Issue:2541    28-Apr-17

Linda Kotis: Reform School - Lessons on Rescuing an Undesirable Tax Plan after Death Steve Leimberg's Estate Planning Newsletter Issue:2539    27-Apr-17

Steve Leimberg Announces LISI Webinars - Bob Keebler Analyzes the Trump Tax Plan Steve Leimberg's Estate Planning Newsletter Issue:2538    27-Apr-17

Phyllis Horn Epstein: Help Around the House & What It Could Cost You Steve Leimberg's Income Tax Planning Newsletter Issue:113    26-Apr-17

FLASH: Steve Leimberg Announces LISI Webinars - Bob Keebler Analyzes the Trump Tax Plan Steve Leimberg's Estate Planning Newsletter Issue:2537    26-Apr-17

Actual Text

Infographic on 2017 Tax Reform for Economic Growth and American Jobs

Estate of John F. Koons III et al. v. Commissioner, No. 16-10646; No. 16-10648 (27 April 2017) 11th Circuit Upholds Tax Court Sustaining GST and Estate Tax Deficiencies

Estate of John F. Koons III et al. v. Commissioner, T.C. Memo. 2013-94, Nos. 19771-09, 19772-09 Estate Cannot Deduct Expenses on Loan to Revocable Trust

S. ____ Marketplace Fairness Act of 2017

Gregory Alan Brown v. Commissioner, No. 7972-15S, T.C. Summ. Op. 2017-24 Court Finds Taxpayer Received Constructive Dividend From Controlled Corporation

PLR 201716008 (5 January 2017) Estate Granted Extension to Make Portability Election

Instant Audio and Podcasts

60 Second Planner

60-Second Planner -- Tax Court Addresses Phantom Stock Plan in Hurford Investments 2

60-Second Planner -- Trump Announces Tax Plan

60-Second Planner -- Estate of McKelvey v. Commissioner: Financial Transactions Did Not Trigger Capital Gain


Keebler and Gordon on Income Tax Planning for Securities

Tax Reform Under President Trump

Planning for Portability After Rev. Proc. 2016-49

Keebler and Blattmachr on the Section 2704 Proposed Regs.

Keebler and Aucutt on the Section 2704 Proposed Regulations

Keebler and Oshins on Private Decanting

Keebler and McClintock: The New Death Tax Problem

Bob Keebler on Asset Protection Planning for IRA Accounts


Press Reports and Opinion on Trump Tax Proposal

New York Court: No Legal Malpractice Claim for Failure to Minimize Former Spouse's Claim

Constitutionality of Revocation-on-Divorce Statute in Florida

Trump Plan Would Reward Planning to Minimize Compensation

Think Twice Before Naming Trust as IRA Beneficiary

New Program Helps Seniors Remain at Home

With IRS Data Tool Down, Dept of Ed. Eases FAFSA Process

How Likely is Tax Reform?

How Would Charities Fare Under Trump Tax Reform Plan?

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

The UTC and the Duty to Inform And Report
Angela Titus McEwan - Trusts & Estates

GRATs or Gratitude?
David R. York and Andrew L. Howell - Trusts & Estates

Shielding PTC Directors From Fiduciary Risk
Daniel F. Lindley - Trusts & Estates

Fiduciary Law Trends
Joshua S. Miller and Michael Sneeringer - Trusts & Estates

Thirty-two Core Beliefs
L. Paul Hood, Jr. - Trusts & Estates

Web Links

Three Steps for Women to Secure Their Financial Future -- SSA
Social Security Administration resources to help prepare for retirement.

2017 Investment Company Fact Book
This annual publication offers a review of trends and activities in the investment company industry.

Appropriate POLST Paradigm Form Use Policy -- National POLST Paradigm
This document, from the National POLST Paradigm, lists seven fundamental tenets that all health care professionals should follow to ensure appropriate POLST Form use.

New Guidance from SSA on Spousal & Survivors Bene ts for Married LGBT Individuals - Justice in Aging
This Fact Sheet can help individuals in same-sex marriages who were denied bene ts because their marriage to a spouse of the same sex wasn’t properly recognized.

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 who they rightfully belong to.

Copyright © 2017 Leimberg Information Services Inc.