Leimberg Information Services Inc. (LISI)

“What flips on and off more, a light switch or the Corporate Transparency Act (CTA)?" 💡 Martin Shenkman, Jonathan Blattmachr, and Alan Gassman provide LISI subscribers with commentary on the latest developments regarding the Corporate Transparency Act. 🔗 Read here! https://hubs.li/Q0314J6H0 . . . Martin Shenkman, Jonathan G. Blattmachr, Alan Gassman #legalinsights #estateplanning #taxupdates #attorney #cpa #tax #lawyers #estateplanner

In our recent newsletter, Alan Gassman shares timely insights and a sample client letter for members. 🔗 https://hubs.li/Q030Zpr_0 . . . Gassman, Crotty & Denicolo, P.A. #legalinsights #estateplanning #taxupdates #attorney #cpa

Tomorrow afternoon, from 2-3:30 p.m. EST, Edwin Morrow III and I will present a 90-minute webinar for Leimberg Information Services Inc. (LISI) entitled "Decanting: Its Practical Uses, Pitfalls for the Unwary, and its Limits," for more information or to register, click https://lnkd.in/gXcvqep8 We're also going to weave the recent saga of a failed decanting case out of the Delaware Court of Chancery, quite possibly our country's most significant court of equity, into our discussion. I've attached a copy of my recent LISI newsletter about this fascinating case.

Following the Fifth Circuit's stay of the federal District Court's nationwide injunction, FinCEN has extended filing deadlines under the Corporate Transparency Act. 🔗 https://hubs.li/Q030NjYY0

✨ 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

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

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

🏁 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

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

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 🙃