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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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Judicial Watch Says Lerner e-Mails Recoverable

Friday, August 29, 2014


Judicial Watch claimed government lawyers privately acknowledged "missing" e-mails to and from former EO Director Lois Lerner could be recovered from various backup systems, but said the effort would be "too onerous."

Case Study: All Cash Merger

Thursday, August 28, 2014

Contributing stock to a SCRUT prior to a merger saves donors immediate capital gain taxes.

Guidance Priorities for 2014-15 Released

Wednesday, August 27, 2014


On August 26, the Treasury and IRS issued their Priority Guidance Plan for 2014-15 ("Plan"). The Plan includes several new items concerning exempt organizations, charitable contributions, and estate and gift taxation.

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