(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Securities Law Considerations When Planning for Private Equity and Hedge Fund Managers: Determining Accredited Investor and Qualified Purchaser Status of Irrevocable Trusts
Nathan R. Brown - Probate & Property
Art Auctions and Fair Market Value for Estate Tax Purposes
Diana Wierbicki and Amanda A. Rottermund - Probate & Property
Revisiting Pope and Creditors' Notices- For Certain States, Has Florida Clarified the Rules?
George D. Karibjanian and Jonathan A. Galler - Probate & Property
Operating Agreements Today: The Foundation to Avoid Controversy Tomorroweration
Stephen A. Linde, Michael Hirschfeld, and John Legare Williams# - Probate & Property
Congress Passes New Reporting Requirements and Basis Consistency Rules Under IRC Sections 6035 and 1014(f)
Nelson H. Hunt - Probate & Property
Special Report: Summaries from the 2016 Heckerling Institute
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
ACTEC Family Estate Planning Guide
The American College of Trust and Estate Counsel recently launched the first two in a series of YouTube videos briefs created to offer people insight into the fundamentals of wills and trusts essential to protecting the financial interests of families.
Sensenbrenner Bill Would Block Sec. 2704 Regulations
Full text of H.R. 6042, introduced by Congressman Jim Sensenbrenner on September 15, 2016.
Request for Legislation Modifying the Deadline for Estate Basis Reporting -- AICPA
AICPA letter to legislative leaders requests the passage of legislation providing for a later deadline for reporting under the basis consistency rules. August 31, 2016.
AARP Social Security Benefits Calculator
For many of us, Social Security is the most important part of our retirement picture, and deciding when to claim is a big decision. The amount of your benefit will depend on how much you've paid into the system and how early you claim it.
This calculator will help you decide when to claim and how to maximize your benefits.
Ths Sharing Economy Tax Center -- IRS
This page on the IRS website alerts taxpayers to issues that may arise for those participating in ride sharing, home rental or other aspects of the sharing economy.