For Advisors
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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program.
IRS Chief...MORE
Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he...MORE
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed as a recreational hunting retriever club. Organization’s activities...MORE
Article of the Month
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement,...MORE
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Sharon Capetta CAP®