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Notice: Changes to Technology

We are pleased and excited to announce significant changes to Though you may not realize it at first glance, the website has been completely redone as part of our ongoing efforts to better serve our users.

Improvements include:

  • No usernames. Use your email address to login instead.
  • More mobile friendly. View from your cell phone or tablet.
  • Advanced calculations. More than two lives. Shorter of and greater of term or lives.
  • Easier browsing. Fewer web pages to muddle through. Quick filtering options.
  • Contributing authors. View their biographies and commentary.

Because of these changes, you will need to reset your password. Please click here and follow the instructions. You can use the same password as before if you wish, though that is always discouraged for security reasons.

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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Daily Expert Commentary

Expert insight on the latest in charitable planning news and events.

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Extensive Online Library

One of the most comprehensive online libraries available, with personal sorting and storage.

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Robust Calculations

An extensive array of accurate and easy-to-use calculators.

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The Handbook

The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

PLR 201626004 - No UBTI from Collecting Receivables

Monday, June 27, 2016

In PLR 201626004, the Service determined a private foundation would not incur unrelated business income tax on receivables bequeathed by a lawyer from his law practice.

House Republicans Outline Tax Reform Plan

Monday, June 27, 2016

On Friday, June 24, House Speaker Paul Ryan (R-WI) and Ways and Means Committee Chair Kevin Brady (R-TX) released a proposal ("Blueprint") developed by a task force of Republican lawmakers to rewrite the tax law with a view to promoting economic growth by reducing taxes on savings and investment and increasing taxes on consumption.

Extra Deductions with Contributions to a DAF

Monday, November 1, 2010

Contribution to a DAF saves income taxes and allows the donors to decide later on the amount they would like to give and which charities they would like to benefit.

ABA Tax Section Details Priority Guidance Requests

Thursday, June 23, 2016

In comments submitted June 22, the Taxation Section of the American Bar Association offered more detailed arguments on two items it had asked Treasury and IRS to include in their guidance priorities for fiscal year 2016-17.