For Professional Advisors

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

Tuesday October 17, 2017

Will Tax Reform Include New Charitable Deductions?
Washington News
As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand charitable giving. This week,...
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just...
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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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Grantor, as settlor and trustee, created a charitable lead annuity trust (Trust). Grantor sought approval to amend Trust's agreement, which would convert Trust from a non-grantor lead trust to a...
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For hedge fund managers who hold pre-2009 fees in deferred compensation programs offshore, the tax-clock is ticking. When the clock strikes midnight on December 31, 2017, any pre-2009 deferred...
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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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