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Research Sources and Sites

Listed below are links to various research sites related to estate and gift planning. Click on the highlighted area to access them.

CALIFORNIA CODE – Searchable database covering all 29 codes in the state. Reflects laws currently in effect. http://www.leginfo.ca.gov

CALIFORNIA FRANCHISE TAX BOARD – Tax forms and publications for the State of California. http://www.ftb.ca.gov/

CHRONICLE OF PHILANTHROPY – Website of the monthly newspaper reporting what’s new in the world of fundraising and charitable giving. http://philanthropy.com/

FREE EDGAR – Online resource for researching SEC filings of publicly traded companies. http://www.freeedgar.com/

FINANCIAL TREND FORECASTER – Specializes in tracking long and short term trends and cycles. Includes a Percent Inflation Calculator which tells you the amount of inflation between any 2-month period from 1913-Present as well as the Moore Inflation Predictor which predicts future inflation rates. http://www.fintrend.com

FIRSTGOV – The Presidentially mandated government Internet portal. It is an opening search page to all government World Wide Web sites and government information. http://www.firstgov.gov/

GIFTLAW – from Crescendo Interactive: The Center for Estate and Gift Planning is a portal to this highly informative website for professionals in the estate and gift planning fields. Contents include News Updates, Articles of the Month, Case of the Week, Pending Bills in Congress, Code Forms & Regulations, Tax Cases, Private Letter Rulings, and a Weekly Summary of Tax Events in Washington. GIFTLAW

IRS FORMS & PUBLICATIONS – Search for and download tax forms. http://www.irs.gov/formspubs/

LAW.COM – Compete daily briefing for California lawyers and their clients including the latest legal opinion updates. http://www.law.com/

LEGAL INFORMATION INSTITUTE – A virtual law library at your fingertips courtesy of Cornell Law School, which maintains a collection of Supreme Court decisions, the American Legal Ethics Library, and a collection of core statutes, codes, and treaties. http://www.law.cornell.edu/

MONEY-RATES.COM – Offers investment rates on CD’s, money markets, savings, and other FDIC-insured products. http://www.money-rates.com/

SELECT INTEREST RATES – Report H.15 – Federal Reserve Statistical Release: Daily web update of interest rates. These rates are the basis for many variable rate instruments. http://federalreserve.gov/releases/h15/update/

THOMAS – Search engine for current Congressional legislation, the Congressional Record, and committee reports. http://thomas.loc.gov/