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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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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.

Palmer Ranch: 11th Circuit Reverses on Valuation Method

Tuesday, February 9, 2016

In Palmer Ranch Holdings Ltd. v. Commissioner, the 11th Circuit federal appeals court reversed in part a decision of the Tax Court, determining the lower court failed to value a conservation easement consistent with the comparable sales approach, and failed to observe other formalities.

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