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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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Claimed Charitable Deductions Fell Slightly in 2013

Thursday, January 29, 2015

Rates, Tables & Statistics

Preliminary data posted by the Statistics of Income Division at IRS show a slight decline in claimed charitable deductions on individual income tax returns for 2013.

Case Study: Sale of Business

Thursday, January 29, 2015

This case study illustrates the use of a CRT to defer gain on the sale of a closely held business, with the CRT remainder passing to a DAF.

Revocations and Rejections

Tuesday, January 27, 2015

This week's release of private letter rulings included one rejection letter, PLR 201504017.

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