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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

March 2018 Rate Continues the Climb to 3.0%

Monday, February 19, 2018
Rates / Tables / Statistics

In Rev. Rul. 2018-6, the Service announced the Section 7520 rate for March will increase to 3.0%, the highest rate since May 2011. Last month's 7520 rate was 2.8%, the highest since June 2011.

IRS Updates Applicable Federal Rates for March 2018

Friday, February 16, 2018
Rates / Tables / Statistics

The IRS has announced the Applicable Federal Rates for March 2018, including the Section 7520 rate of 3.0%.

CRT as the Beneficiary of an IRA

Thursday, November 5, 2015

Naming a CRT as an IRA beneficiary can provide an income stream for heirs.

Treasury, IRS Release 2Q 2017 - 2018 Guidance Plan

Thursday, February 15, 2018

The Treasury's 2017-2018 Priority Guidance Plan, Second Quarter Update ("Plan") reflects 29 additional projects, including those that have become near-term priorities as a result of the Tax Cuts and Jobs Act (TCJA) enacted on December 22, 2017, as well as guidance published during the period from October 13, 2017 through December 31, 2017.