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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 Tax Filing Season Starts February 12
In IR–2021–16, the Internal Revenue Service announced that the tax season will be starting later than usual. The IRS will begin processing 2020 tax-year returns on...
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Case of the Week
Living on the Edge, Part 2
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property overlooking the crashing waves of the...
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Private Letter Ruling
Organization's Exempt Status Denied
Organization filed a Form 1023-EZ for exemption under Sec. 501(c)(3). Organization's Articles of Incorporation state it is organized in part to share family history, stories,...
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Article of the Month
Charitable Gifts of Real Estate - Part IV
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities...
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