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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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Business Succession Plan Uses CRT and ESOP

Wednesday, April 1, 2015

Entrepreneur uses a CRT and ESOP to transfer business, give to charity, and retain a lifetime income stream.

PLR 201513005 - Capital Endowment Grant Approved

Monday, March 30, 2015

In PLR 201513005, the Service ruled favorably on the proposed transfer of assets, together with several pending grant obligations, from a private foundation to another, recently created foundation.

Three INFO Letters on Charitable Deduction Issues

Monday, March 30, 2015

Among twelve informal "information letters" IRS released last week were INFO 2015-009, concerning the statutory mileage rate for charitable services, and INFO 2015-011 and INFO 2015-012, concerning the retroactive reinstatement of the charitable IRA rollover for calendar 2014.

ACGA, NCDC Urge Senators to Pass "Extended" Charitable IRA Rollover

Monday, March 30, 2015


Responding to a call for comments, the American Council on Gift Annuities and the National Catholic Development Conference ("NCDC") urged legislators to take immediate action, separately from the tax reform effort, to reinstate the Charitable IRA Rollover. Known as "All-American Charitable IRA Rollover Act of 2015," the proposal would make the rollover permanent, increase the limitation to $500,000, extend the concept to life income gifts, and decrease the age limitation to 59-1/2.

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