If clients have the stomach to stick it out, this is an opportunity to take short-term lemons and make them into long-term gifting lemonade.
An application process designed to move along applications for tax exempt status has turned into a free-for-all.
Three questions to ask clients considering “upstream” or “horizontal” wealth transfers.
A couple's charitable deduction was derailed due to assignment of income and minor paperwork errors.
Check that documents received from a charity acknowledging a donation include key information.