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300 Hot Springs Rd
Montecito, CA, 93108
United States

(805) 969-8011

Casa Dorinda offers independence without worry, healthcare without hassle, and a lifestyle tailored to you.  From fine dining to private medical services, our all-inclusive approach to retirement living will leave you thinking: Life is good, but retirement is even better.

About

About Casa Dorinda

For Advisors


Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

GiftLaw Pro

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.

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.

Case of the Week

Stock Unitrust Payouts to Donors

Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust with an arts charity. The charity is...

Private Letter Ruling

Corporation Treated as Component Part of Foundation

Foundation was established as a trust. Foundation is a Sec. 501(c)(3) and is the sole member of Corporation. Foundation requested approval from the Service to be treated as a single entity with...

Washington News

Making Correct Quarterly Estimated Tax Payments

In IR-2019-152, the Service reminded certain taxpayers the third quarter estimated tax payment is due on September 16, 2019. The fourth quarter's estimated tax payment for tax year 2019 will be due on...

Article of the Month

Substantiation Requirements for Charitable Contributions, Part V

The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Some donors may not understand the specific...

 
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