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Congressional Research Service Releases Tax Policy Options on College Endowments

Educational institution endowments have come under attack from all sides lately. Whether it is the new excise tax on net investment income, a Congressman ... read more >

Climbing AFRs Put Dormant Estate Planning Techniques Back on the Table

When considering federal estate tax planning, one of the most common objectives of the planner is removing assets from the taxpayer’s taxable estate. ... read more >

Be Sure Your QRPBI Properties Are Used IN Your Trade or Business

Last summer, the Internal Revenue Service (“IRS”) took a look at the gross income exclusion for forgiveness of qualified real property business ... read more >

Congressman Tom Reed's Vision for Students and What It Means for Higher Education

In October, we recapped how the Senate Committee of Finance and House Ways and Means Committee had decided to renew their focus on the rising cost of higher ... read more >

The Evolving Unified Registration Statement

Compliance with laws relating to charitable solicitation or fundraising has always been a difficult and laborious process. In fact, as of November 2016, ... read more >

Are You Leaving Tax Savings From Your College Education on the Table? The Treasury Department Thinks So

The rising cost of higher education has been on the minds of American families for a number of years and has even sparked recent Congressional investigations. ... read more >

Planned Community Developers Score Significant Court of Appeals Win

Planned community developers scored a significant win in August when the United States Court of Appeals for the Ninth Circuit upheld a U.S. Tax Court decision ... read more >