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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
Time for a "Paycheck Checkup"
With employment in America at high levels, many two-income families and taxpayers with multiple jobs should perform a "Paycheck Checkup."...
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Case of the Week
Exit Strategies for Real Estate Investors, Part 8
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 Scholarships Approved
Foundation, a private foundation, requested advance approval of its scholarship grant procedures. Foundation plans to provide scholarships to students located in a foreign...
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Article of the Month
Substantiation Requirements for Charitable Contributions, Part I
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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