National Publication

National Publication Features

    posted on 26 Jun 2017 | Article
    Bruce DeBoskey looks at the shifting landscape of philanthropy: Millennials and Baby Boomers have different habits and drivers in their giving and women differ greatly from men in their philanthropic...
    posted on 26 Jun 2017 | Article
    This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic intentions. 
    posted on 26 Jun 2017 | News story
    For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for...
    posted on 23 Jun 2017 | News story
    Lots of diverse news around the web...interesting stuff.
    posted on 22 Jun 2017 | Article
    We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.

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7520 Rates: July 2.2% June 2.4% May 2.4%

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