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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
Will Tax Reform Include New Charitable Deductions?
As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand charitable giving. Rep. Mark Walker (R-NC) introduced...
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Case of the Week
Lucky Lucy Lindstrom's 'Ultimate Control' Charity
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
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Private Letter Ruling
Conversion of Charitable Lead Annuity Trust from Non-Grantor to Grantor Trust
Grantor, as settlor and trustee, created a charitable lead annuity trust (Trust). Grantor sought approval to amend Trust's agreement, which would convert Trust from a...
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Article of the Month
Charitable Strategies for Hedge Fund Managers Facing Repatriation of Offshore Fees
For hedge fund managers who hold pre-2009 fees in deferred compensation programs offshore, the tax-clock is ticking. When the clock strikes midnight on December 31, 2017, any...
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Michelle L. Lovely

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