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April 12, 2026

Distributions from Charitable Trust to DAF Approved

Grantor is the settlor of a charitable lead annuity unitrust (Trust). Trust provides that Trustee is required to distribute a fixed annual annuity payment to a donor advised fund (DAF) each year for a

Recent Washington News

Foundation’s Educational Grant Procedures Approved

Foundation’s Educational Grant Procedures Approved

April 19, 2026

Foundation requested advanced approval of its educational grants under Sec. 4945(g)(3). The purpose of the grants is to develop a network of education professionals with a platform designed to

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Exit Strategies for Real Estate Investors, Part 8

Exit Strategies for Real Estate Investors, Part 8

April 19, 2026

Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate, and he was…

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IRS Releases New Online Tool

IRS Releases New Online Tool

April 19, 2026

As the April 15 tax deadline has come and gone, the Internal Revenue Service (IRS) launched a new online tool to assist with resolving tax debt. While taxpayers are eligible…

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Distributions from Charitable Trust to DAF Approved

Distributions from Charitable Trust to DAF Approved

April 12, 2026

Grantor is the settlor of a charitable lead annuity unitrust (Trust). Trust provides that Trustee is required to distribute a fixed annual annuity payment to a donor advised fund (DAF)…

Read more

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IRS Releases New Online Tool
April 19, 2026Category:Uncategorized
As the April 15 tax deadline has come and gone, the Internal Revenue Service (IRS)…
Exit Strategies for Real Estate Investors, Part 8
April 19, 2026Category:Uncategorized
Karl was a man with the golden touch. Throughout his life, it seemed every investment…
Foundation’s Educational Grant Procedures Approved
April 19, 2026Category:Uncategorized
Foundation requested advanced approval of its educational grants under Sec. 4945(g)(3). The purpose of the…
Distributions from Charitable Trust to DAF Approved
April 12, 2026Category:Uncategorized
Grantor is the settlor of a charitable lead annuity unitrust (Trust). Trust provides that Trustee…
Exit Strategies for Real Estate Investors, Part 7
April 12, 2026Category:Uncategorized
Karl was a man with the golden touch. Throughout his life, it seemed every investment…
Larger Refunds and Last-Minute Filing Tips
April 12, 2026Category:Uncategorized
As the tax deadline approaches on April 15, the Internal Revenue Service (IRS) reports that…
Tax-Exempt Status Denied for Alumni Membership Group
April 5, 2026Category:Uncategorized
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and…
Exit Strategies for Real Estate Investors, Part 6
April 5, 2026Category:Uncategorized
Karl was a man with the golden touch. Throughout his life, it seemed every investment…
Four Million IRA Accounts for Children
April 5, 2026Category:Uncategorized
On March 31, 2026, the Internal Revenue Service announced there are IRA plans for four…
Collecting on IRA Beneficiary Designations
April 1, 2026Category:Uncategorized
Assets in individual retirement accounts (IRAs) remain one of the largest pools of financial wealth…

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