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What is CharitablePlanning.com?

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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Basis Consistency Reporting Deadline Pushed Back Again

Friday, February 12, 2016

In Notice 2016-19, IRS delayed to March 31, 2016 the initial filing deadline for the newly created Form 8971, on which an executor is to report final estate tax values of property distributed from a decedent's estate to assure consistency in reporting basis on a subsequent sale or exchange.

Case Study: Stock Redeemed From a CRT

Thursday, February 11, 2016

Historical

A charitable remainder trust defers taxes upon the redemption of stock, assists in the gradual phase-out of stockholders, and allows for gifts to charity.

Obama Releases Fiscal 2017 Budget Proposal

Wednesday, February 10, 2016

Legislative

The Administration released its proposed budget for fiscal 2017 ("Budget"), including many of the same tax proposals from previous budgets that have found no traction in Congress.

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