The ‘No Tax on Tips’ provision presents a mixed bag of benefits and drawbacks. While it offers substantial financial relief to eligible tipped workers and may improve retention rates in certain industries, it also raises concerns about revenue loss for the federal government and

It's a debate you need to hear! 🔥 Don't miss the sharp analysis on life insurance planning changes and the new tax bill plus its best eight ideas. View the full webinar list and register here: https://t.co/R6I5xKt0ol #estateplanner #financialadvisor #taxlaw #cpa #business

“The new 0.5% AGI floor on charitable deductions applies each year and generally results in a permanent haircut. The only way around this is if the donor has an AGI percentage-limit excess, in which case the disallowed portion of the charitable deduction under the floor can be

The biggest risk in planning? Assuming it's the right thing because everybody else is doing it. Creditor-debtor litigator Jay Adkisson on the massive misconception plaguing asset protection. https://t.co/miNOJx9jKJ

Tax planning, visualized. 💡 Bob Keebler’s exclusive ‘Tax Asset Class’ chart breaks down key tax attributes across 7 major asset types — viewable as LISI members. These include: ✔️ Interest Income ✔️ Dividend Income ✔️ Capital Gain Income ✔️ Tax Exempt Interest ✔️ Pension &

From updates on the OBBBA to trust strategies, we provide the expert analysis you need to stay ahead. 💡 View our upcoming webinars for this week: https://t.co/NqzkIffXfp

Here to keep you updated ✨

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, created a new savings vehicle for children under 18: the Trump Account. These accounts allow multiple types of contributions, each with different limits and rules. Taxpayers are already asking how these

Tune in this week! https://t.co/vS8khRCPre

In Private Letter Ruling 202519010, the IRS concluded that a decedent’s Individual Retirement Annuity payable to the decedent’s estate could ultimately be transferred to an inherited IRA held for the benefit of the decedent’s surviving spouse. That was so because the surviving

Our webinars have you covered on the most critical updates in tax, estate, and financial planning, from Social Security to the new Trump Savings Accounts and OBBBA opportunities. 💡 🔗 View our full list here: https://t.co/54IeLHaKjM #OBBB #estateplanning #tax #finance

Gold has been considered a symbol of wealth for thousands of years, but last week’s rally and quick pullback were a reminder that even the oldest safe-haven asset can behave with the same sudden shifts as today’s fast-moving markets. Don't have time to track every market move?

"One of the defining features of the One Big Beautiful Bill Act (OBBBA) is that it significantly increases the limit on the state and local tax deduction from $10,000 to $40,000. This high-profile tax benefit for reducing taxable income is available for those who itemize

🚨 Heads up, advisors! The September 2025 key federal rates are out, and they're essential for your estate and tax planning. Stay up to date with LISI 💡

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We're featured in Financial Advisor! 🎉 LISI has been featured in Financial Advisor, highlighting our webinar on the impact of the One Big Beautiful Bill Act on life insurance planning. The new law may seem to eliminate estate taxes for many, but as our experts warn, that’s a

Catch all the latest market-moving news in our latest finance and markets newsletter! This week, we broke down mixed economic signals, the impact of new tech deals, Buffett's latest healthcare play, and Bitcoin's surge to an all-time high. Read the full analysis now! 🔗

Navigating OBBBA and SECURE 2.0 is a challenge—let our upcoming webinars make it easy. 🔗 View the full list here! https://t.co/zGGR9iyJZ7

Breaking: President Trump signed an executive order allowing cryptocurrency, alongside private equity and real estate, to be included in 401(k) retirement plans. This opens the door for digital assets to enter mainstream retirement investing, though experts warn of uncertain