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The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
Lucky Lucy Pays Tax on "Northern Long Shot" Foundation Income
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
Tourism Organization's Exempt Status Denied
Organization applied for exempt status under Sec. 501(c)(3). Organization's purpose is hosting events to promote economic development and tourism in a particular city (City). Organization was formed...
Unitrust V - Crops and Other Tangible Personal Property
Charitable solutions can create a steady stream of payments for a donor. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable giving. Clients...
Top Tax Season Scams
On March 21, 2023, the Internal Revenue Service (IRS) published a warning to taxpayers to watch out for scammers using email or text messages. With the tax deadline of April 18 approaching, scammers...