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Company NewsAugust 1, 2025by Courtney Barber

Independent Life Summer Sessions – Interview with Laurel Rochwarger

Summer Sessions, a dynamic interview series spotlighting the incredible individuals behind Independent Life. From structured specialists to finance, sales to compliance pros, we’re sitting down for bite-sized interviews that showcase the people who make the difference. — Laurel Rochwarger, Orlando, Florida – Structured Settlement Specialist I typically spend my summer… Being a native Floridian I try and...

Company NewsJuly 29, 2025by Courtney Barber

Independent Life Summer Sessions – Interview with Corrine Schulter

Summer Sessions, a dynamic interview series spotlighting the incredible individuals behind Independent Life. From structured specialists to finance, sales to compliance pros, we’re sitting down for bite-sized interviews that showcase the people who make the difference. — Corrine Schulter, Little Egg Harbor Township, New Jersey – Structured Settlement Specialist I typically spend my summer… ...

Industry News News Settlement Planning Structured SettlementsJuly 23, 2025by Patrick Hindert

The SSA in 2025: What Settlement Planners Must Know About a Changing Benefits Landscape

Introduction: SSA’s Expanding Role in the Settlement Planning Landscape The recently enacted One Big Beautiful Bill (OBBB) has drawn national attention for its sweeping changes to federal programs like Medicaid, Social Security, and ABLE accounts. As discussed in our companion article How the One Big Beautiful Bill Impacts Settlement Planning for Plaintiffs, these legislative developments...

Company NewsJuly 21, 2025by Courtney Barber

Independent Life Summer Sessions – Interview with Abra Johnson

Summer Sessions, a dynamic interview series spotlighting the incredible individuals behind Independent Life. From structured specialists to finance, sales to compliance pros, we’re sitting down for bite-sized interviews that showcase the people who make the difference. — Abra Johnson, Des Moines, Iowa – AVP, Policy Administration The best thing about living in Des Moines It’s...

Industry NewsJuly 15, 2025by Patrick Hindert

How the One Big Beautiful Bill Impacts Settlement Planning for Plaintiffs

On July 4, 2025, Congress enacted, and President Trump signed into law, the One Big Beautiful Bill Act (OBBB), a sweeping piece of legislation with major implications for the U.S. tax code, entitlement programs, and federal spending priorities. While OBBB did not directly amend the structured settlement provisions of the Internal Revenue Code, its reforms,...

Industry News Structured Attorney Fees Structured SettlementsJuly 7, 2025by Patrick Hindert

Understanding Childs: The Cornerstone of Structured Attorney Fee Deferrals

I. Introduction As the IRS’s attorney fee deferral enforcement campaign gathers national attention, legal and tax professionals are revisiting the foundations of fee deferral jurisprudence. At the heart of this discussion stands Childs v. Commissioner, 103 T.C. 634 (1994), aff’d, 89 F.3d 856 (11th Cir. 1996), the seminal Tax Court case that validated the deferral...

Company News Industry News Structured Attorney FeesJuly 1, 2025by Patrick Hindert

To Fee of Not to Fee? The IRS Attorney Fee Deferral Campaign

Introduction In December 2024, the IRS announced a new national enforcement campaign targeting attorney fee deferral arrangements. The resulting uncertainty raised serious questions within the legal and settlement planning communities: Does the campaign challenge all fee deferrals, or only those that deviate from long-standing precedent? Originally published in Tax Notes on June 9, 2025, this article...

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Older Posts

Independent Life Summer Sessions – Interview with Laurel Rochwarger

Independent Life Summer Sessions – Interview with Corrine Schulter

The SSA in 2025: What Settlement Planners Must Know About a Changing Benefits Landscape

Independent Life Summer Sessions – Interview with Abra Johnson

How the One Big Beautiful Bill Impacts Settlement Planning for Plaintiffs

Understanding Childs: The Cornerstone of Structured Attorney Fee Deferrals

To Fee of Not to Fee? The IRS Attorney Fee Deferral Campaign

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