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What is 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: All Cash Merger

Thursday, August 28, 2014

Contributing stock to a SCRUT prior to a merger saves donors immediate capital gain taxes.

Guidance Priorities for 2014-15 Released

Wednesday, August 27, 2014


On August 26, the Treasury and IRS issued their Priority Guidance Plan for 2014-15 ("Plan"). The Plan includes several new items concerning exempt organizations, charitable contributions, and estate and gift taxation.

Revocations and Rejections

Tuesday, August 26, 2014

Among this week's release of private letter rulings were two rejection letters, PLRs 201434022 and 201434023.

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