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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 Free File Now Available
In IR-2019-2, the IRS announced the availability of the Free File Program. Since the inception of the program, more than 53 million taxpayers have used tax preparation...
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Case of the Week
George's "UT to Green Gift Annuity" Conversion
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. George was a diligent student and was determined to become a...
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Private Letter Ruling
Portability Election Extension Granted
Decedent died and was survived by Spouse. Decedent's estate represents that it was not required by Sec. 6018(a) to file a Form 706 estate tax return. Decedent had an unused...
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Article of the Month
How to Collect Charitable IRA Beneficiary Designations
Traditional IRAs are funded with pretax dollars and grow tax free. Many traditional IRAs are created through rollovers of other types of qualified plans at retirement. The...
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