For Professional Advisors

A daily newsfeed for financial and estate planning professionals from the experts at Crescendo

Saturday December 14, 2019

Passwords Can Protect Data From Identity Thieves
Washington News
In IR-2019-196, the Service offered nine tips for password protection. With the growth of online shopping, millions of Americans are potentially...
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some...
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The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Decedent died and was survived by Spouse. Decedent’s estate was not required to file an estate tax return per Sec. 6018(a). Decedent’s estate did not require use of the entire applicable...
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The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Charitable gifts of noncash assets valued in excess...
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Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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