For Professional Advisors

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

Thursday November 22, 2018

California Wildfire Disaster Relief
Washington News
In CA-2018-13, the IRS granted tax relief to three California counties devastated by wildfires. Residents of Butte, Los Angeles and Ventura counties...
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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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Taxpayer intends to form two charitable remainder unitrusts (CRUTs). CRUT #1 is a one-life CRUT which provides that the trustee will distribute to Taxpayer a certain percentage of the unitrust amount...
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In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households owned at least one type of...
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Barbara Banker started with nothing. Barbara lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to...
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