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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
IRS Publishes FAQ on Advance Child Tax Credits
As the payment date nears for the Advance Child Tax Credit (ACTC) distributions, the IRS has published frequently asked questions (FAQs) on IRS.gov. The FAQs are designed to...
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Case of the Week
Rodeo Rider Life Estate Produces Current Gift
Mac Swenson loved the great outdoors. He grew up in the Big Sky country of Montana. As soon as he could walk, Mac was on a pony. By his teen years, Mac was riding horses every...
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Private Letter Ruling
Tax Exempt Status Denied
Organization applied for exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that its purpose is to establish, develop and operate recreational...
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Article of the Month
Charitable Gifts of Cryptocurrency, Part II
Introduction The popularity of digital assets has grown exponentially over the last decade. Unsurprisingly, the value of many cryptocurrencies has followed suit, gaining...
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