Planning

Bulk operations
Rated
Richard Fox takes a close look at the efficacy of several states' attempted end run around the SALT limitations.
0
0
Finding new and creative ways for donors to keep giving comes with the new legislation. Here's one....
 
5
Planning for end of life matters is a difficult but necessary process. It is an opportunity to discuss gifting as well as other important life decisions....
0
New code section 199A is confusing and complex and offers many planning opportunities once it is understood. Dennis Walsh helps...
3.333335
One little discussed change in the new tax law are the broad changes to code section 1031. The provision that allows like kind exchanges for similar types of...
3
Russell James provides perspective and insights into how the new tax law will impact giving.
4.09091
With the new tax law in place, planning for intangible personal property, especially charitable planning will become increasingly important. With no...
3.142855
Among the sweeping reforms passed in the new tax law are dramatic changes to the reporting of Unrelated Business Taxable Income (UBTI). Dennis Walsh...
4.125
There has been endless speculation about how the new tax law will impact charitable giving. Take heart, here's a first look about what it begins to mean for...
3.333335
A sample letter to donors.

Now's a good time to tell your clients how to substantiate their charitable gifts on their 2017 federal income tax returns, due April 17, 2018.

2.833335
At the time of year when we're all looking at New Year's resolutions, here's some sage advice for millennials to consider.
0
David Wheeler Newman offers a particular and strategic insight into the new tax legislation. Especially if you're a college football fan.
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4 Dec 2017 | Donor Advised Fund | National Publication, EzCharitable | Article | 2 comments

The donor advised fund is one of the most economically efficient ways to give. Especially at the end of the year. Download the EzCharitable Excel DAF Illustrator to show your clients why.

2.5
Compelling and thought provoking information from Bruce that puts Thanksgiving in true perspective.
3.88889

The end (of the year) is near. It's giving time for most of America.

3
No matter where I go and speak in the country, when I ask the audience of advisors or charities "who's looking at Pooled Income Funds?", no hands go up. Crazy? I think so. Read on...
3
Often, life changing events change one's giving perspective. We explore the opportunities in both victory and in loss.
3.5
Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
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When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service.

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Recent activity

White Paper: Everything Charities Need to Know About Life Insurance Gifts

Settlor Not Claiming Charitable Deduction Allows Charitable Remainder Trust to Escape Private Foundation Excise Tax Rules

New Section 199A - Planners, Sharpen Your Pencil

The Charitable Firetruck

The Art of Donating Art: The Charitable Contribution of Art, Antiques and Collectibles

The 5 Things You Need To Know About The New 2016-42 CRAT

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Set a new table, create a "safe zone" for effective family philanthropy

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