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Washington News
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass tax extenders. Lewis, Chair of the American...
Case of the Week
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...
Private Letter Ruling
A private foundation (Foundation) requested advance approval from the Service for a scholarship program (the Program). The Program is intended to allow individuals the...
Article of the Month
The American Taxpayer Relief Act of 2012 made permanent a $5 million estate tax exemption (indexed for inflation) and portability of the applicable exclusion amount between...
Byron Liles
Gift Planning Associate
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