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What is CharitablePlanning.com?

CharitablePlanning.com 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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Case Study: Stock Redeemed From a CRT

Thursday, February 11, 2016

Historical

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

Legislative

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

IRS

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.

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