Billionaire Patagonia Founder Gives Company Away to Fight Climate Change Sep 15, 2022 Yvon Chouinard and his family are transferring ownership of the apparel company to a trust and nonprofit instead of pursuing a sale. Taxpayer Didn’t Report His Liechtenstein PF as a Foreign Trust Sep 14, 2022 If a structure isn’t reported properly from the beginning, the resulting tax liability can undermine all other substantive goals. MacKenzie Scott Donates $55M Mansions to Charity Sep 14, 2022 Gifts of real estate can have some unique complications. Discretion Not Advised for CRUT Sep 07, 2022 No tax deduction when trustee can choose between distributing income to charity or surviving spouse. Newman's Own Estate Fight Aug 29, 2022 Paul Newman’s daughters sue the Newman's Own Foundation, alleging contributions to their designated charities were improperly reduced. Pledge Agreements and Bequest Intentions Aug 29, 2022 Christopher P. Woehrle discusses two recent cases that illustrate the need for carefully documented pledge agreements and bequest intentions. How Inflation Is Affecting Charitable Giving Aug 24, 2022 Giving USA’s 2022 report provides some insights. Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
Taxpayer Didn’t Report His Liechtenstein PF as a Foreign Trust Sep 14, 2022 If a structure isn’t reported properly from the beginning, the resulting tax liability can undermine all other substantive goals. MacKenzie Scott Donates $55M Mansions to Charity Sep 14, 2022 Gifts of real estate can have some unique complications. Discretion Not Advised for CRUT Sep 07, 2022 No tax deduction when trustee can choose between distributing income to charity or surviving spouse. Newman's Own Estate Fight Aug 29, 2022 Paul Newman’s daughters sue the Newman's Own Foundation, alleging contributions to their designated charities were improperly reduced. Pledge Agreements and Bequest Intentions Aug 29, 2022 Christopher P. Woehrle discusses two recent cases that illustrate the need for carefully documented pledge agreements and bequest intentions. How Inflation Is Affecting Charitable Giving Aug 24, 2022 Giving USA’s 2022 report provides some insights. Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
MacKenzie Scott Donates $55M Mansions to Charity Sep 14, 2022 Gifts of real estate can have some unique complications. Discretion Not Advised for CRUT Sep 07, 2022 No tax deduction when trustee can choose between distributing income to charity or surviving spouse. Newman's Own Estate Fight Aug 29, 2022 Paul Newman’s daughters sue the Newman's Own Foundation, alleging contributions to their designated charities were improperly reduced. Pledge Agreements and Bequest Intentions Aug 29, 2022 Christopher P. Woehrle discusses two recent cases that illustrate the need for carefully documented pledge agreements and bequest intentions. How Inflation Is Affecting Charitable Giving Aug 24, 2022 Giving USA’s 2022 report provides some insights. Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
Discretion Not Advised for CRUT Sep 07, 2022 No tax deduction when trustee can choose between distributing income to charity or surviving spouse. Newman's Own Estate Fight Aug 29, 2022 Paul Newman’s daughters sue the Newman's Own Foundation, alleging contributions to their designated charities were improperly reduced. Pledge Agreements and Bequest Intentions Aug 29, 2022 Christopher P. Woehrle discusses two recent cases that illustrate the need for carefully documented pledge agreements and bequest intentions. How Inflation Is Affecting Charitable Giving Aug 24, 2022 Giving USA’s 2022 report provides some insights. Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
Newman's Own Estate Fight Aug 29, 2022 Paul Newman’s daughters sue the Newman's Own Foundation, alleging contributions to their designated charities were improperly reduced. Pledge Agreements and Bequest Intentions Aug 29, 2022 Christopher P. Woehrle discusses two recent cases that illustrate the need for carefully documented pledge agreements and bequest intentions. How Inflation Is Affecting Charitable Giving Aug 24, 2022 Giving USA’s 2022 report provides some insights. Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
Pledge Agreements and Bequest Intentions Aug 29, 2022 Christopher P. Woehrle discusses two recent cases that illustrate the need for carefully documented pledge agreements and bequest intentions. How Inflation Is Affecting Charitable Giving Aug 24, 2022 Giving USA’s 2022 report provides some insights. Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
How Inflation Is Affecting Charitable Giving Aug 24, 2022 Giving USA’s 2022 report provides some insights. Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset Aug 22, 2022 A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor. Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
Eight Year-End Charitable Giving Strategies Aug 19, 2022 Help clients give more while saving on 2022 taxes; deadlines always come faster than expected. Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More
Progress on Digital Asset Rules and Regulations Lagging Aug 10, 2022 With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again. Load More first previous … 9 10 11 12 13 14 15 16 17 next last Load More