In my last column, “Beginning With The End in Mind: Clearing Barriers to a Successful Business Succession Plan,” which appeared in the April 2016 issue (p. 9), I examined the planning challenges of gifting S corporation stock to...
Help clients create a long-lasting legacy.
A donor may be able to give more than thought possible.
When advising clients who are considering the best ways to make significant charitable gifts, it can be helpful to begin with...
Is tax-exempt status justified?
A generational wealth case study
A new IRC Section disguised as a “clarification”
Here are some steps your clients should take for substantial donations.
When it comes to philanthropy, advisors want donors to act.
