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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....
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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...
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How to Collect Charitable IRA Beneficiary Designations
Article of the Month
Traditional IRAs are funded with pretax dollars and grow tax free. Many...
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Portability Election Extension Granted
Private Letter Ruling
Decedent died and was survived by Spouse. Decedent's estate represents that...
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