For Professional Advisors

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

Saturday November 25, 2017

2018 Flexible Spending Arrangements
Washington News
In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans. An FSA permits employees to...
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a...
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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 established and was the principal donor to Foundation. Foundation is a nonprofit public benefit corporation that is exempt from federal income tax under Sec. 501(a) and described as a private...
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Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention to...
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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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