Professional Advisor Resources
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Case of the Week
Lead to Remainder Double Charitable Trust
October 25, 2024
George Green was a man of humble beginnings. He was born in Nebraska and lived with his parents on their...
Lucky Lucy Lindstrom's Long Shot Unitrust
October 18, 2024
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle...
Lucky Lucy Lindstrom's Unitrust
October 11, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...
Washington News
Hurricane Milton Relief - IRS Warning About Disaster Scams
October 18, 2024
The Internal Revenue Service (IRS) announced recently that there will be tax relief for 51 counties in Florida. Many of...
IRA Required Minimum Distributions By December 31
October 11, 2024
Each year the Internal Revenue Service (IRS) reminds taxpayers over age 73 that they should take a required minimum distribution...
30 Million Potential 2025 Direct File Users
October 4, 2024
The Internal Revenue Service (IRS) announced that there are 24 states participating in the Direct File program for the 2025...
