National Publication

National Publication Features

    posted on 20 Oct 2017 | Article
    In advance of National Estate Planning Awareness Month in October, The Financial Awareness Foundation has teamed with HB Publishing & Marketing Company, LLC and other financial associations to...
    posted on 5 Oct 2017 | Article
    Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
    posted on 5 Oct 2017 | News story
    A broad array of interesting tidbits found in reading around the web.  
    posted on 5 Oct 2017 | Article
    This view of how to spot opportunity probes understanding your client's values and beliefs in such a way that you understand their "need" to give based on their belief system.  
    posted on 5 Oct 2017 | Article
    David Wheeler Newman summarizes the recent White house tax bill which proposes, among other things, to repeal the estate tax.

Other news from National Publication

    posted on 22 Sep 2017 | Article
    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...
    posted on 21 Sep 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 21 Sep 2017 | News story
    More interesting news from around the web.
    posted on 20 Sep 2017 | Article
    Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell.
    posted on 20 Sep 2017 | Article
    Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation.
7520 Rates: October 2.2% September 2.4% August 2.4%

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