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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
Sen. Hatch and Rep. Neal Discuss Tax Reform
While millions of Americans are on holiday during August, tax committees in Washington are busy drafting a tax reform bill....
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Case of the Week
The Values-Based Lead Trust
Stacy Powers, is 40 years old and has led an interesting life. She was the only child of a successful couple. After both started careers, they decided to have a child....
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Private Letter Ruling
Grant to Charity Considered Unusual Grant
Charity is a tax-exempt nonprofit corporation under Sec. 501(c)(3) and is a public charity under Sec. 509(a)(1) and 170(b)(1)(A)(vi). Charity promotes individual mental,...
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Article of the Month
Blended Gifts - Part IV
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a...
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