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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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Rubio, Lee Float Tax Reform Plan

Thursday, March 5, 2015

Legislative

Senators Marco Rubio (R-FL) and Mike Lee (R-UT) released the Economic Growth and Family Fairness Tax Reform Plan ("Plan"), outlining a comprehensive tax reform proposal intended to promote economic growth, create higher paying jobs, and treat families and small businesses more fairly than the current tax system.

"Streamlined" Processing of (c)(3) Applications Extended

Thursday, March 5, 2015

IRS

An internal memorandum ("Memo"), IRS extended for another several months the "streamlined" processing of applications for 501(c)(3) status, using Lean Sigma Six organizational concepts.

Sale of a Partnership Interest through a CRT

Thursday, March 5, 2015

CRT can be a tax-efficient way to dispose of partnership interest while making a charitable gift.

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