For Professional Advisors

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

Friday September 25, 2020

8.8 Million Unclaimed Stimulus Payments
Washington News
On September 17, 2020, the IRS published IR–2020–214 and explained the state–by–state breakdown of approximately 8.8 million...
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having...
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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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Lead Trust is a testamentary charitable lead unitrust. The income interest is distributed each year to a charitable organization and the remainder interest will benefit descendants of Decedent....
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In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt status, a non-profit organization must serve a "charitable class." In the wake of natural and man-made...
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Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...
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