Professional Advisor Resources
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Case of the Week
Gifts from IRAs, Part 5
July 24, 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 4
July 17, 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 3
July 10, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Washington News
Son and Daughter Each Give $35.1 Million to Father
July 24, 2026
In McDougall v. Commissioner, 163 T.C. 112 (2024), the Tax Court determined that the termination of a QTIP trust and...
Guard Against Spear Phishing Emails
July 17, 2026
As cybercriminals continue to target tax professionals with increasingly sophisticated attacks, the Internal Revenue Service (IRS) and its Security Summit...
Abusive CRATS Now Listed Transactions
July 10, 2026
In T.D. 10051, the Internal Revenue Service (IRS) stated that abusive charitable remainder annuity trusts (CRATs) may be listed transactions...
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...
