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Article of the Month

Golden Age for Gift Annuities – Part III
The American Council on Gift Annuities reports that the most popular age for an initial gift annuity is mid-70's. Because the Quiet Generation was born during the Great Depression and World War II,...

Private Letter Ruling

Extension Granted for Portability Election
Decedent passed away and was survived by Spouse. Decedent's Estate (Estate) was not required to file Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused...

Case of the Week

Gifts from IRAs, Part 5
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...

Washington News

Helping Nonprofits Respond to Natural Disasters
In an August 3, 2022 letter, a coalition of nonprofits urged leaders in Washington to enable nonprofits to respond to a multitude of natural disasters this summer. These disasters include floods, wildfires, severe storms, landslides and exceptional drought. There is "horrendous flooding in Kentucky," and major wildfires in...