For Advisors
Monday June 22, 2026
Supporting Union through Planned Giving Webinar
Vincent "Vin" Mattone '06 CFP® recently presented a webinar for the Union College community to discuss trends in wealth management and estate planning, as well as specific vehicles of giving. An interdisciplinary economics and political science major at Union, Vin is a senior wealth advisor at Advisors Capital Management. Committed to giving back to Union, he recently served as president of the Union College Alumni Council and alumni trustee on the College's Board of Trustees.More |
Washington News
The Internal Revenue Service (IRS) currently has over 1,000 conservation easement deduction cases. Many of these are proceeding to Tax Court. As a result, the IRS issued what it claims is the final offer for settlement.
In evaluating the options for settlement, taxpayers should consider the potential risks of proceeding to Tax Court. The IRS has specific strategies that have been successful. Advisors should recognize that these strategies apply to charitable deductions for conservation easements but will generally be used for other types of disputes over deductions for gifts of appreciated property.
Technical Errors – In early conservation easement cases, the IRS was able to persuade the Tax Court of...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
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...View Presentation |
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Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. Karl’s passion was real estate and he was very successful in his...More |
Private Letter Ruling
Foundation requested advanced approval of its scholarships procedures under Sec. 4945(g)(1). Foundation will provide scholarship grants to individuals to support formal educational programs. Grant...More |
Article of the Month
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...More |
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