Professional Advisor Resources
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Case of the Week
Exit Strategies for Real Estate Investors, Part 2
June 13, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Exit Strategies for Real Estate Investors, Part 1
June 6, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Dying to Deduct, Part 3
May 30, 2025
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf...
Washington News
Guard Against Phishing Emails
June 13, 2025
As part of its ongoing awareness campaign, the Internal Revenue Service (IRS) Security Summit warns taxpayers and professional advisors to...
Protect Yourself from Summer Scams
June 6, 2025
During the summer season, the Internal Revenue Service (IRS) reminds consumers to protect themselves from potential identity thieves...
IRS Collects $5.1 Trillion in 2024
May 30, 2025
On May 29, 2025, the Internal Revenue Service (IRS) issued the Data Book for fiscal 2024. The Data Book is...
Article of the Month
Generational Charitable Giving, Part 2
June 1, 2025
Charitable giving is a powerful tool for individuals of all ages and income levels who want to make a philanthropic...
Generational Charitable Giving, Part 1
May 1, 2025
A common misconception about charitable giving is that it is only for retired or wealthy donors. But charitable giving is...
Charitable Gifts of Vehicles
April 1, 2025
Donating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while...
