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

Ryan Opposes Cap on Charitable Deduction

Friday, August 22, 2014


House Budget Committee Chair Paul Ryan (R-WI) told reporters earlier this week he would oppose efforts to cap the income tax charitable deduction.

September 7520 Rate Flat at 2.2% for Fourth Month

Thursday, August 21, 2014

Rates, Tables & Statistics

In Rev. Rul. 2014-22, the Service announced the Section 7520 rate for August will remain at 2.2% for a fourth consecutive month. The rate has touched 2.4% three times in the past twelve months.

Case Study: Increasing Lifetime Cash Flow

Thursday, August 21, 2014

By transferring highly appreciated stock to a standard charitable remainder unitrust, which makes distributions to a donor advised fund, taxpayers are able to defer capital gains tax, make gifts to charities, increase their lifetime cash flow, and provide for their children.

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