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Personal Planner
How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods. While everyone should have...
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Savvy Living
Have You Checked Your Social Security Statement for Errors?
I have heard that Social Security sometimes makes mistakes on our earnings records, which can reduce...
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Finance News
Adobe Reports Earnings
Global Growth Concerns Drop Treasury Yields
Mortgage Rates Continue Downward Trend
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Required IRA Distributions by December 31
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will...
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format.
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Case of the Week
Wild Bill Enjoys a "Russell" Art Deduction
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained...
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Private Letter Ruling
IRS Rules on Stock Donation
Taxpayer A is the sole settlor and trustee of a revocable trust (Trust). Trust is the sole member of....
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Article of the Month
IRA Charitable Solutions — Part II
In 2017, approximately 61% of households held an individual retirement account (IRA) or other...
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Washington News
Required IRA Distributions by December 31
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will...
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