Ray Dalio and the Koch family have pioneered philanthropy through the 501(c)(4). More than just a charity, it can avoid punishing taxes, retain business control and even influence politics.
DAFs and crypto have caught the attention of Capitol Hill.
Christopher P. Woehrle discusses the recent U.S. Court of Appeals for the Ninth Circuit’s decision in Pinkert v. Schwab Charitable Fund.
Congress needs to address unintended consequences.
Policymaking on digital assets could affect donations to charities.
The philanthropy hands out a fortune each year. It also sits on a lot more.
A review of the topics of interest to estate planners.
Tools to use when portfolios have taken a hit.
The taxpayer, who was an art expert, didn’t meet substantiation requirements.
