Planning

Bulk operations
Rated
Gifts of Non-Cash assets (and all other assets, as well) are governed and regulated by various, specific sections of the tax code....
0
Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.
0
We continue through Charitable Gifts of Noncash Assets with the definitions of basic terminology which many of us take for granted. Clarity and understanding of language is vital to understand.
0
The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
5
Gifts of noncash assets are different. They require a specific process to evaluate and understand. This explores the necessary steps and terminology to begin the exploration of accepting a noncash gift.
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Clients with excess cash flow and unnecessary income taxes present an intriguing opportunity for philanthropic planners. Identifying the sources of the excess income and reallocating those assets to a charitable gift might be a great solution to consider...
5
Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
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Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.
5
It is more important to identify passion, than assets. This process is explored with probing questions.
5
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This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
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We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
0
This chapter, authored by Jay Steenhuysen begins the discussion of identifying gifts of appreciated assets by asking the right questions. It lays the groundwork for the discovery that will ultimately lead to the powerful added value to the donor.
3.5
Richard Fox lends us a cautionary tale about the need for proper administration of Charitable Trusts. A recent Private Letter Ruling demonstrates the dire consequences of retaining the wrong person for administration.
5

We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

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As we explore gifts of hard to value assets, we send you to You Tube for a series of helpful videos.
3
David Wheeler Newman provides his analysis of the recent PLR that has planners re-thinking how they use CRTs in their planning.
3
We continue our journey of recognizing giving opportunities by exploring the tax return.
0
As we dive into the noncash asset analysis, we first must define the various categories and requirements for assessing them. These charts provide the fundamental guidance.
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Richard Fox analyzes and clarifies a recent PLR involving a CRT. There are interesting opportunities to explore subsequent to this ruling.
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