Leimberg Update – 2018.01.20-27: Marty Shenkman Heckerling Summaries, Credit Shelter Trusts After Tax Reform, and Roth Recharactsrizations

 

Steve Leimberg’s Income Tax Planning Newsletter
·  January 24 – Stephen Liss & Section 199A – The Great Divide
Steve Leimberg’s Estate Planning Newsletter
·  January 25 – Lester B. Law and George D. Karibjanian: Just Say “NO” & to the Credit Shelter Trust! Revisiting Existing Estate Plans in Light of the 2018 Tax Act! (Part 1)
·  January 25 – Martin M. Shenkman’s Meeting Notes from Heckerling 2018 – Wednesday, January 24, 2018, Day 3, Morning & Afternoon Notes
·  January 24 – Martin M. Shenkman’s Meeting Notes from Heckerling 2018, Day 2 Morning & Afternoon Notes
·  January 23 – Mike Jones: Don’t Let the Trusts and Estates Aspects of the Tax Cuts and Jobs Act Lull You Into Sleep
·  January 22 – Martin M. Shenkman’s Meeting Notes from Heckerling 2018 – Day 1 Morning & Afternoon Notes
Steve Leimberg’s Employee Benefits and Retirement Planning Newsletter
·  January 26 – Natalie Choate: Roth Recharacterizations, Effective Dates & the Tax Cuts and Jobs Act
·  January 22 – Bruce Steiner: A New Window for Roth Conversions

 

See these and more by clicking here (subscription required).

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.

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