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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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IRS Updates Applicable Federal Rates for February 2015

Friday, January 23, 2015

The IRS has announced the Applicable Federal Rates for February 2015, including the Section 7520 rate of 2.0%.

Hatch, Wyden Announce Subcommittee Assignments

Friday, January 23, 2015


In a joint press release Thursday, Senate Finance Committee Chair Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) announced assignments for the 114th Congress to the panel's six subcommittees.

Keeping Her Options Open

Thursday, January 22, 2015

A DAF allows a donor to have flexibility in her charitable giving.

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