Select a date
Please wait ...

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.

Subscribe Now
7-day trial
Learn More

Recent Commentary RSS Feed

Case Study: Stock Redeemed From a CRT

Thursday, February 11, 2016


A charitable remainder trust defers taxes upon the redemption of stock, assists in the gradual phase-out of stockholders, and allows for gifts to charity.

Obama Releases Fiscal 2017 Budget Proposal

Wednesday, February 10, 2016


The Administration released its proposed budget for fiscal 2017 ("Budget"), including many of the same tax proposals from previous budgets that have found no traction in Congress.

Second Quarter Priority Guidance Update

Tuesday, February 9, 2016


In the second quarter update ("Update") of its 2015-16 Priority Guidance Plan ("Plan"), IRS noted several projects it had completed, identified several new projects, and confirmed it had suspended the project to issue proposed regulations on electioneering by exempt organizations.

Palmer Ranch: 11th Circuit Reverses on Valuation Method

Tuesday, February 9, 2016

In Palmer Ranch Holdings Ltd. v. Commissioner, the 11th Circuit federal appeals court reversed in part a decision of the Tax Court, determining the lower court failed to value a conservation easement consistent with the comparable sales approach, and failed to observe other formalities.

More Recent Commentary

Content provided by in conjunction with Kallina & Associates, LLC


If you encounter problems when using this website, or when the website does not function as you would expect, please contact our support team:


Questions related to our terms of use, privacy policy, copyright or other such legal matters should be directed to our legal team:


If you have comments about the website or our commentary, or if you have suggestions on how we can better serve you, please use our Feedback Form.

© 2006-2016, CPC Holdings, LLC