Professional Advisor Resources
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Case of the Week
Dying to Deduct, Part 2
May 23, 2025
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf...
Dying to Deduct, Part 1
May 16, 2025
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf...
LoBank Shareholders Vote to Sell
May 9, 2025
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store. The store...
Washington News
IRS Advice for Late Filers, Extenders and Nonprofits
May 16, 2025
In a series of letters, the Internal Revenue Service (IRS) provided advice to late filers, those who have extended their...
Avoiding Scammers Who Claim to be IRS Agents
May 9, 2025
The Internal Revenue Service (IRS) is concerned because there are continuing scams on taxpayers taking place by phone, text, email...
Prepare for Summer Wildfires and Hurricanes
May 2, 2025
The Internal Revenue Service (IRS) reminds taxpayers that May is National Wildfire Awareness Month and the week of May 4th...
Article of the Month
Generational Charitable Giving, Part 1
May 1, 2025
A common misconception about charitable giving is that it is only for retired or wealthy donors. But charitable giving is...
Charitable Gifts of Vehicles
April 1, 2025
Donating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while...
Artificial Intelligence in Charitable Giving
March 1, 2025
As philanthropy evolves, so do the tools used to help secure charitable donations. Artificial intelligence has received immense attention over...
