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Case Study: Combining a Charitable Remainder Trust and Special Needs Trust
Thursday, July 31, 2014
By transferring highly appreciated stock to a CRT, which makes distributions to a Special Needs Trust, taxpayers are able to defer capital gains tax, make gifts to charities, and provide for their child.
Revocations and Rejections
Tuesday, July 29, 2014
Among this week's release of private letter rulings was one rejection letter, PLR 201430014.
Jermihov: Cash Contributions to Church Not Substantiated
Tuesday, July 29, 2014
In Jermihov v. Commissioner, the Tax Court ruled a husband and wife did not substantiate claimed deductions for cash contributions to their church. However, the court allowed a small fraction of the claimed amount based on the taxpayers' testimony at trial.