This newsletter contains the latest charitable tax news to assist you and your clients. The information is relevant to both personal and estate planning. Please contact us to learn more about charitable gift plans that can help your clients reach their personal, financial and philanthropic goals.
Enewsletter Header
Tuesday, June 9, 2026
Greetings! We are pleased to share with you the latest news from Washington, tax law updates, PLRs, case studies and timely articles. We provide this weekly newsletter and website to our professional advisor friends. Please contact us if we can run a proposal or be of assistance to you.
Washington News
Free File Still Available for Non-Filers
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program.
Read More »
Private Letter Rulings
Exempt Status Denied for Hunting Retriever Club
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed as a recreational hunting retriever club. Organization’s activities consist of training days that are held approximately five times per year and hunting...
Read More »
Case Of The Week
Exit Strategies for Real Estate Investors, Part 15
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his investments.   Karl continued to buy and sell real...
Read More »
Article Of The Month
Testamentary Gift Annuities, Part 1
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 cash or appreciated assets to a charity and in return...
Read More »
Thank you for your interest in planned giving. To access any of our resources, please go to our website.


John Subers
Development Officer
AdventHealth Palm Coast Foundation, 60 Memorial Medical Parkway, Palm Coast, FL 32164
Adjust My Settings/Unsubscribe From This Email | Privacy Policy
© 2026 Crescendo Interactive, Inc.