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Notice: Changes to Technology

We are pleased and excited to announce significant changes to Though you may not realize it at first glance, the website has been completely redone as part of our ongoing efforts to better serve our users.

Improvements include:

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  • More mobile friendly. View from your cell phone or tablet.
  • Advanced calculations. More than two lives. Shorter of and greater of term or lives.
  • Easier browsing. Fewer web pages to muddle through. Quick filtering options.
  • Contributing authors. View their biographies and commentary.

Because of these changes, you will need to reset your password. Please click here and follow the instructions. You can use the same password as before if you wish, though that is always discouraged for security reasons.

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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The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

House Loosens Restrictions in SBA Loan Program

Friday, May 29, 2020
Legislative Highlights

Yesterday, the House passed H.R. 7010 (Bill) by a vote of 417 to 1, loosening some of the more severe constraints of the Paycheck Payment Program for SBA Loans under the CARES Act. The Bill is now before the Senate for consideration next week.

House & Senate Working on PPP Changes

Thursday, May 28, 2020

House Majority Leader Steny Hoyer (D-MD) stated the House and Senate should be able to quickly agree to changes in the SBA Loan Program (the PPP or Paycheck Protection Program under the CARES Act) to allow for more flexibility in using funds. The House may pass its legislation as early as today.

Walker Promotes Increasing the Above-the-Line Deduction

Thursday, May 28, 2020

Rep. Mark Walker (R-NC) introduced H.R. 6490 (Bill) to increase the above-the-line deduction under the CARES Act from $300 per return (only 2020) to $4,000 per person. The Bill was introduced and then referred to the House Ways and Means Committee on April 10, 2020.

Planning Opportunities with Real Estate

Thursday, May 28, 2020

By contributing appreciated real estate to a Charitable Remainder Unitrust, a Donor can reduce her capital gain tax liability, avoid estate taxes, receive an income tax deduction, receive a lifetime cash flow, and create a lasting legacy for a charity in her hometown.