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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
Making Correct Quarterly Estimated Tax Payments
In IR-2019-152, the Service reminded certain taxpayers the third quarter estimated tax payment is due on September 16, 2019. The fourth quarter's estimated tax payment for tax...
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Case of the Week
Stock Unitrust Payouts to Donors
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust with an arts...
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Private Letter Ruling
Corporation Treated as Component Part of Foundation
Foundation was established as a trust. Foundation is a Sec. 501(c)(3) and is the sole member of Corporation. Foundation requested approval from the Service to be treated as a...
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Article of the Month
Substantiation Requirements for Charitable Contributions, Part V
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Some donors may not...
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Michelle L. Lovely

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