Professional Advisor Resources
Case of the Week
Gifts from IRAs, Part 2
July 3, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Gifts from IRAs, Part 1
June 26, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Exit Strategies for Real Estate Investors, Part 17
The Double Deferral Solution
June 19, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn...
Washington News
Scholarship Tax Credit Guidance Previewed
July 3, 2026
The Department of the Treasury recently previewed forthcoming guidance implementing the new federal Education Freedom Tax Credit (EFTC) enacted as...
Responsible AI Use for Tax Professionals
June 26, 2026
Artificial intelligence (AI) has become a popular technology for many tax professionals as they review documents using the well-known AI...
IRS Strategies to Deny Conservation Easement Deductions
June 19, 2026
The Internal Revenue Service (IRS) currently has over 1,000 conservation easement deduction cases. Many of these are proceeding to Tax...
Article of the Month
Testamentary Gift Annuities, Part 2
July 1, 2026
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while...
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...
