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These seven documents make up our Public Library and provide the basis for understanding the CHIRA® program and how it works to benefit Charities and non-profit, (501-C-3), groups. An entire Library of over 50 specific, technical planning documents is made available to professionals who register and join the CHIRA® team. To learn more from our Twitter page or by e-mail click below:
The 10.18.11 written statement to the Senate Finance Committee during their Hearing on Tax Reform. The 40-page pdf file will download to your hard drive when you click the title.
This two-page document answers 11 most Frequently Asked Questions
This Flow Chart shows an overview of the CHIRA® plan at work.
This Executive Summary presents an overview in talking points.
These four Press Announcements have supplied the media and public with information and updated initiatives.
The statements, opinions and examples set forth herein are subject to the disclaimer pertaining to IRS Circular 230. This should not be construed as individual tax advice. Unless expressly stated otherwise, (1) nothing contained herein was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended; (2) any written statement contained herein relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter; and (3) any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this publication. No one, without our express written permission, may use any part of this material in promoting, marketing or recommending an arrangement relating to any federal tax matter. Donors should consult their legal, financial and/or tax advisor. Charities are advised to seek independent legal counsel to determine whether federal or state securities registration is required for the loan. Donor should maintain oversight that insurance premiums are being paid and the policy remains in force. A lapse in the life policy coverage would likely result in the failure to repay the loan. This information does not constitute an offer to sell or a request to buy any investment. Any charitable investment contemplated by the donor should be considered carefully regarding any possible risks before investing.