Professional Advisor Resources
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Case of the Week
Exit Strategies for Real Estate Investors, Part 16
June 12, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn...
Exit Strategies for Real Estate Investors, Part 15
June 5, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn...
Exit Strategies for Real Estate Investors, Part 14
May 29, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Washington News
IRS and Security Summit Launch New Anti-Fraud Framework
June 12, 2026
The Internal Revenue Service (IRS) and Security Summit partners recently announced a significant restructuring of their long-standing public-private partnership...
Free File Still Available for Non-Filers
June 5, 2026
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline...
Child IRA Accounts Launched
May 29, 2026
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These...
Article of the Month
Testamentary Gift Annuities, Part 1
June 1, 2026
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while...
Protecting Charitable Gifts from Incapacity Challenges
May 1, 2026
Charitable giving is a powerful tool for individuals who want to make a philanthropic impact. Before completing a charitable gift...
Collecting on IRA Beneficiary Designations
April 1, 2026
Assets in individual retirement accounts (IRAs) remain one of the largest pools of financial wealth in the United States. By...
Private Letter Rullings
Foundation's Set-Aside Approved
June 12, 2026
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds...
Exempt Status Denied for Hunting Retriever Club
June 5, 2026
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed as a recreational hunting retriever club...
Artist Promotional Group Exempt Status Denied
May 29, 2026
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed to support, develop and promote musicians...
