✨ Happy Holidays from LISI! ✨ Wishing you a season filled with joy, peace, and time well spent with loved ones. Thank you for being part of our community— here’s to a bright and successful new year ahead! #HappyHolidays #SeasonOfJoy #ThankYou
About us
Leimberg Information Services (LISI) is a publisher of digital content encompassing newsletters, educational webinars, eBooks and software. Our products are utilized nationally and internationally by estate and business planning lawyers, accountants, life insurance agents, registered representatives, trust officers, employee benefits specialists, charitable planners, and valuation experts. With a comprehensive, easily searchable database accessible 24/7/365, LISI members gain fast, frank and incisive insights on recent cases, rulings, and legislation—spanning back to 1998. We’re committed to helping professionals stay informed, make strategic decisions, and deliver exceptional value. Explore how LISI can support you at leimbergservices.com
- Website
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https://www.leimbergservices.com
External link for Leimberg Information Services Inc. (LISI)
- Industry
- Information Services
- Company size
- 2-10 employees
- Type
- Privately Held
- Founded
- 1998
Employees at Leimberg Information Services Inc. (LISI)
Updates
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Dropping the ball on your estate plan opens the door to uncertainty for you and your loved ones 📜✨ #legalinsights #estateplanning #taxupdates #attorney #cpa #retirement #law
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January 2025 Key Rates are here! Start the year strong with the latest updates on tax and financial essentials, and stay up to date with LISI! . . . #legalinsights #estateplanning #taxupdates #attorney #cpa #retirement #law
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🏁 Court Says No to Car-Racing Deductions 🏁 In Avery v. Commissioner (10th Cir., 12/9/24), the court ruled an attorney couldn’t deduct car-racing expenses as business costs. 🔗 Bob Keebler reports: https://hubs.li/Q02_X3KT0 . . . #TaxLaw #BusinessExpenses #LegalInsights #TaxCourt
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Check out some of our exciting webinars this week! Discover the full lineup here and stay informed! 🔗 https://hubs.ly/Q02_NyPF0 Robert Keebler, CPA,PFS,MST,AEP,Distinguished, Joseph T. Yun, Ph.D., Brandon Ketron, Alan Gassman, George D. Karibjanian #legalinsights #estateplanning #taxupdates #attorney #cpa
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Leimberg Information Services Inc. (LISI) reposted this
The article Barry A. Nelson and I wrote on donor advised funds, which was published by Leimberg Information Services Inc. (LISI), was referenced by Forbes https://lnkd.in/ey9GBF93 🙃
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🎉 Big Things Are Coming in 2025! 🎉 We’re kicking off the new year with something special—a brand-new FREE video featuring Bob Keebler! ✔️ HINT: estate tax planning for sunset without bankrupting your client 🎥 Stay tuned for more details! #estateplanning #estateplanningattorney #tax #taxlaw #CPA #business #attorney #RetirementPlanning #finance
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Leimberg Information Services Inc. (LISI) reposted this
Purposeful Planning Educator at Paul Hood Services/Ambassador at Purposeful Planning Institute
Attached is my most recent LISI newsletter on a fascinating decanting case out of Delaware. Besides holding office hours today for Trustate, on December 19, Edwin Morrow III and I are presenting a 90-minute webinar for Leimberg Information Services Inc. (LISI) entitled "Impact of the Post-2024 Elections on Estate Planning Going Forward," and here's a link for more information and/or to register: https://lnkd.in/gaCVq34C. On December 30, Ed and I are presenting another LISI webinar entitled "Decanting: Its Practical Uses, Pitfalls for the Unwary, and its Limits, and here's a link for more information and/or to register: https://lnkd.in/gXcvqep8
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Don't miss out on these upcoming webinars! https://hubs.li/Q02_6cR60 . . . #taxlaw #legalinsights #estateplanning #taxupdates #legaleducation #attorney #cpa #webinars
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U.S. Tax Court rules IRS can't assess penalties under Code 6038(b)(1). 🔗 Bob Keebler reports: https://hubs.li/Q02-YgpS0
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