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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
Updated COVID-19 Rules on IRA Loans and Rollovers
In IR–2020–124 and IR–2020–127, the Service announced new rules to assist IRA owners who are impacted by COVID–19....
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Case of the Week
Living on the Edge, Part 5
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of...
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Private Letter Ruling
Organization's Set-Aside Approved
Organization requested approval of a set-aside. Organization plans to set aside a specific dollar amount for C, which is a government entity. C plans to restore a property...
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Article of the Month
Charitable Lead Trusts in a Low Interest Rate Environment
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and...
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