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CharitablePlanning.com is an online tool for planning professionals seeking to manage their research, save time and make educated decisions. In addition to a fully searchable library, useful calculations and personal file management, subscriptions include daily commentary from our team of experts on important events, as well as access to the definitive Handbook on the field of Charitable Planning.

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Daily Expert Commentary

Expert insight on the latest in charitable planning news and events.

Extensive Online Library

One of the most comprehensive online libraries available, with personal sorting and storage.

Robust Calculations

An extensive array of accurate and easy-to-use calculators.

The Handbook

The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

LLC Owned by a Flip-CRUT

Thursday, October 21, 2021
Historical

By transferring highly appreciated stock to a Flip-CRUT, which creates a single-member LLC to hold the stock and other investments, taxpayers can control the Flip-CRUT's income flow, defer capital gains tax, and make gifts to charities.

Don't Forget the Picasso: 7 Tips for Estate Planning with Noncash Assets

Tuesday, January 1, 2008

The growth in the value of real estate and personal property has resulted in these assets becoming key factors in a client's net worth. This article identifies seven main tips to address non-cash assets effectively in estate planning.

Rate for Charitable Calculations Jumps to 1.4%

Tuesday, October 19, 2021

In Rev. Rul. 2021-21, the Service announced the Section 7520 rate for November will jump to 1.4%. The average rate for 2020 was 0.95%, while the average rate thus far for 2021 is 1.02%.

IRS Updates Applicable Federal Rates for November 2021

Monday, October 18, 2021

The IRS has announced the Applicable Federal Rates for November 2021, including the Section 7520 rate of 1.4%.