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Monday January 21, 2019

For Advisors

IRS Free File Now Available
Washington News
In IR-2019-2, the IRS announced the availability of the Free File Program....
George's "UT to Green Gift Annuity" Conversion
Case of the Week
George Green was a man of humble beginnings. He was born in Bulgaria and...
How to Collect Charitable IRA Beneficiary Designations
Article of the Month
Traditional IRAs are funded with pretax dollars and grow tax free. Many...
Portability Election Extension Granted
Private Letter Ruling
Decedent died and was survived by Spouse. Decedent's estate represents that...