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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
Virtual Tax Service Safety
Millions of taxpayers are gathering data and preparing to do their returns. Many are using smartphones, laptops, tablets and other devices to file. A growing number of...
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Case of the Week
Gifts from IRAs, Part 8
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They...
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Private Letter Ruling
Coffee Shop Denied Exemption
Organization requested tax-exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that it is organized for an exempt purpose. Organization plans to...
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Article of the Month
A Case for Charitable Gift Annuities
Individuals choose to interact with charities in various ways. Some will volunteer their time, others their talents and still more prefer to donate cash or other assets. Many...
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Michelle L. Lovely

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- Michelle L. Lovely, Vice President of Development and Donor Services, (937) 225-9948

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