They didn’t meet documentation requirements, and their appraisals contained valuation misstatements.
This demographic views charitable giving as a top priority.
Valuable artworks require specialized attention to ensure that they're safely transferred to the next generation.
Defining the rules may lead to changes with charitable giving of digital assets.
Philanthropy expert Jonathan Tidd addresses some key questions for advisors.
The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.
Also, Zoe Financial selects BridgeFT WealthTech API, and Daffy announces its open API for developers.
Christopher P. Woehrle describes how abusive charitable remainder annuity trusts continue to be sold.
There are dozens of other variables.
