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

Oversight Committee Hearing on "Targeting"

Thursday, July 31, 2014


Yesterday, four witnesses testified before the House Oversight Committee on what might be done to ensure "targeting" of political advocacy groups by IRS "never happens again."

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.

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.

© 2006-2014, CPC Holdings, LLC