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CharitablePlanning.com is an online tool for planning professionals seeking to manage their research, save time and make educated decisions. In addition to a fully searchable library, useful calculations and personal file management, subscriptions include daily commentary from our team of experts on important events, as well as access to the definitive Handbook on the field of Charitable Planning.

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House Approves Budget Resolution

Friday, May 1, 2015

Legislative

A day earlier than expected, the House yesterday approved the report of the Conference Committee on S. Con. Res. 114-11, the budget resolution ("Resolution"). The Senate will take up the measure next week, while the House will be in recess.

SFC Sends NOTICE Bill to Floor

Thursday, April 30, 2015

Legislative

On April 14, the Senate Finance Committee cleared S. 114-918, the "Notice for Organizations that Include Charities is Essential" (or "NOTICE") for a vote by the full Senate.

SFC Releases Public Comments to Tax Reform Working Groups

Thursday, April 30, 2015

Legislative

The leadership of the Senate Finance Committee yesterday released more than 1,400 public comments received by the five tax reform working groups. Of these, 448 were submitted to the individual income tax working group.

House to Vote on Budget Friday

Thursday, April 30, 2015

Legislative

Yesterday, the chairs of the House and Senate Budget Committees announced they have resolved the differences between the budget resolutions passed by each chamber in March. The report of the Conference Committee on S. Con. Res. 114-11 ("Resolution") is expected to come to the floor of the House for a vote tomorrow.

Partnership Distributes Assets to Partners, Who Then Create CRTs

Thursday, April 30, 2015

CRT shelters gain on the sale of real estate from immediate taxation.

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