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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:

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

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

Recent Commentary

Preliminary Data On Syndicated Easements

Friday, July 21, 2017
IRS Rates / Tables / Statistics Tax Shelters

Responding to a request from Senate Finance Committee ranking member Ron Wyden (R-OR), IRS Commissioner John Koskinen provided preliminary figures from a sampling of disclosures filed by participants in syndicated conservation easement transactions. These disclosures are in response to Notice 2017-10 ("Notice").

JCT Estimates Revenue Losses on Obamacare Repeal

Thursday, July 20, 2017

The Joint Committee on Taxation issued a report estimating the revenue effects of draft legislation, which would repeal additional taxes imposed by the Affordable Care Act.

Naming a DAF as the Charitable Beneficiary of a CRT

Thursday, November 5, 2015

Designating a donor advised fund as the remainderman of a CRT maximizes flexibility.

Lawyer Says No "Dual Character" in Membership Fees

Wednesday, July 19, 2017

A lawyer representing a 501(c)(3) membership organization released a redacted copy of a letter he wrote to EO Examinations. His client was threatened with the imposition of penalties for failing to inform members that their dues payments were deductible only to the extent they exceeded the reasonable value of goods and services the organization provided in return. Apparently, the organization had not suggested the dues were deductible at all.