Exceptions to the DAF Definition Under the Proposed Regulations
New Proposed Regulations Defining Donor Advised Fund Terms
End of Year Tax Planning: Tips for Healthcare Professionals and Practices
War of the Rosas
ATTENTION ALL CADETS!
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, is a sweeping piece of legislation spanning nearly 1,000 pages. It includes significant changes to federal estate and income tax laws that will affect...more
March Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The March ยง 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more