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  • Posted in: All member Forum

    The trustee for a perpetual charitable trust has been asked to pledge for multiple years, maybe up to 10 years, contributions for new construction. The charity's representative further commented that some trusts are not permitted to donate in this manner. ...

  • Posted in: All member Forum

    Let's start with the first issue--her reporting in 2014 was correct, at least assuming she didn't qualify for Section 108 exclusion.  Revenue Procedure 2013-16 Section 3 actually explains this (note--the procedure was issued because this wasn't being ...

  • Posted in: All member Forum

    Hello, I have a new client that was deemed to be totally and permanently disabled in 2014 (physician's certification) and her student loan debt was discharged. She received a 1099-C for the loan forgiveness and incorrectly included that income ...

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