For Professional Advisors

A daily newsfeed for financial and estate planning professionals from the experts at Crescendo

Sunday September 24, 2017

Expanded Relief for Hurricane Irma Victims
Washington News
As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In...
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having...
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The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Organization applied for tax exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that it was organized exclusively for charitable, educational and professional,...
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The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current...
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Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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