For Professional Advisors

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

Tuesday October 15, 2019

National Work and Family Month
Washington News
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month. To support families, the IRS published...
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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...
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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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Trust requested approval of its existing grant procedures under Sec. 4945(g). Trust is a nonexempt charitable trust under Sec. 4947(a)(1). Trust provides grants to pay tuition for two or more students...
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Author: A. Charles Schultz, JD, AEP® "It is tough to make predictions, especially about the future."        Yogi Berra, Baseball Coach and Philosopher As we...
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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 and began...
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