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Tuesday, July 21, 2026 |
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| We are pleased to share with you the latest news from Washington, tax law updates, private letter rulings, case studies and timely articles. We provide this weekly newsletter and website to our professional advisor friends. Please contact us if we can be of assistance to you and your clients. |
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Washington News |
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Guard Against Spear Phishing Emails
As cybercriminals continue to target tax professionals with increasingly sophisticated attacks, the Internal Revenue Service (IRS) and its Security Summit partners are reminding practitioners to remain vigilant against phishing and related cyber threats that...
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Private Letter Rulings |
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Extension for Portability Election Granted
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. Estate represents there was an unused portion of...
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Case Of The Week |
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Gifts from IRAs, Part 4
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to...
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Article Of The Month |
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Testamentary Gift Annuities, Part 2
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, the donor contributes cash or appreciated assets to a charity and in return...
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