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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
Taxpayer Advocate Desires IRS Improvements
National Taxpayer Advocate Nina E. Olson will be retiring on July 31, 2019. In her final report to Congress, Olson expressed her appreciation for the opportunity to serve...
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Case of the Week
Exit Strategies for Real Estate Investors, Part 12
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
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Private Letter Ruling
Foundation's Grants Not Taxable
A private foundation ("Foundation") requested advance approval of its educational grant award procedures. Foundation, a tax-exempt organization, plans to award...
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Article of the Month
Substantiation Requirements for Charitable Contributions, Part II
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand...
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Michelle L. Lovely

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- Michelle L. Lovely, Vice President of Development, (937) 222-0410

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