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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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IRS Announces Change to e-Postcard Filing

Friday, February 5, 2016


In the most recent issue of its occasional online newsletter, "EO Update," IRS announced the mechanism for smaller nonprofits to file the electronic Form 990-N is changing, effective February 29.

Naming a DAF as the Charitable Beneficiary of a CRT

Thursday, February 4, 2016

Designating a donor advised fund as the remainderman of a CRT maximizes flexibility.

Basis Consistency Reporting Form Released

Tuesday, February 2, 2016

IRS released final versions of Form 8971 and accompanying instructions. The form is to be used to report final estate tax values of property distributed from a decedent's estate. In most cases, these values are then binding on the distributee in establishing basis for purposes of reporting a later sale or exchange.

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