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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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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.

Court Grants Cy Pres to Dismantle Corcoran

Wednesday, August 20, 2014

This week, a local court in the District of Columbia granted the petition of the trustees of the Corcoran Gallery of Art to allow them to transfer its assets to the National Gallery and George Washington University.

IRS Updates Applicable Federal Rates for September 2014

Wednesday, August 20, 2014

Rates, Tables & Statistics

The IRS has announced the Applicable Federal Rates for September 2014, including the Section 7520 rate of 2.2%.

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