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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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Case Study: Using a CGA to Increase Income

Wednesday, April 16, 2014

Donor creates a charitable gift annuity to eliminate capital gain taxes on the sale of appreciated stock, diversify her portfolio, and increase her lifetime income. Donor also shifts the investment risk to the charity, while supporting charitable causes that are meaningful to her.

Revocations and Rejections

Tuesday, April 15, 2014

Among this week's release of private letter rulings were three rejection letters and two revocations, numbered PLRs 201415003 through 201415007.

Woodbury: Late Filing Wrecks 6166 Election

Tuesday, April 15, 2014

In Estate of Woodbury v. Commissioner, the Tax Court ruled the election to pay estate tax in installments could not be made on a late filed return, and the prior notice by the estate that it intended to so elect did not substantially comply with the statute or the regulations.

TE/GE Again Tweaks Processing of Exemption Applications

Tuesday, April 15, 2014

IRS

The Acting Director of EO Rulings and Agreements announced further changes to guidelines for referring applications for 501(c)(3) or (c)(4) status from EO Determinations to EO Technical.

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