- Forms, Rates & Tables
- Continuing Professional Education
- Determination Letter
- Email Chief Counsel Advice
- Exempt Organizations Update
- Field Service Advice
- Forms and Instructions
- General Counsel Memoranda
- IRS Announcements
- IRS Fact Sheet
- IRS Forms
- IRS Legal Memoranda
- IRS Notices
- Information Release
- Internal Revenue Code
- Letter Rulings
- Revenue Procedures
- Revenue Rulings
- Technical Advice Memoranda
- Treasury Decisions
- Income Tax
- Transfer Taxes
- Case Studies
- Technical Reports
National Publication Features
posted on 17 May 2016 | ArticleWe continue our deep dive into Charitable Remainder Trusts with Russell James.
posted on 17 May 2016 | ArticleIn this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the...
posted on 10 May 2016 | ArticleRussell begins his deep dive into one of our most important tools, the charitable remainder trust.
posted on 10 May 2016 | ArticleFor years, both the capital gains tax and the estate tax have been referred to as the "Voluntary Taxes." Donors are counseled how to avoid or reduce either of these taxes, by making charitable gifts...
posted on 4 May 2016 | ArticleRussell James continues on life estates, an under-utilized strategy.
Other news from National Publication
posted on 4 May 2016 | ArticleFinding lost or missing heirs is an important task. This interview with the head of HeirSearch.com provides useful tips for professionals and helps tell the pros from the cons.
posted on 3 May 2016 | News storyInteresting web news including insights on giving by Richard Branson.
posted on 27 Apr 2016 | ArticleRussell James heads into a new category, gifts of partial interests, beginning with retained life estates.
posted on 25 Apr 2016 | ArticleThe Planned Giving Design Center is pleased to welcome new contributing author Anthony Glomski, Principal and Founder of AG Asset Advisory, an SEC-registered investment advisory firm.
posted on 25 Apr 2016 | ArticleNew author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.