Donor-Advised Funds in the Crosshairs in DC Feb 21, 2024 The comment period on proposed regulations just closed. Adding a Tax Reimbursement Clause with Beneficiaries’ Consent Jan 31, 2024 The Internal Revenue Service issues new guidance on whether it’s a taxable gift. A New Home for Past Contributions Jan 29, 2024 What if your client wants to reclaim a gift to his alma mater because he does not like the ideological drift of the school? Data Shows Advisors Don’t Get Philanthropy Jan 24, 2024 It’s time to get educated before it’s too late. Revenue Procedure Provides New Options for Tax-Exempt Organization Registration Jan 24, 2024 IRS will issue EO determination letters for switching IRC Section 501(c)(3) category. Live from Heckerling: 2023 Estate and Tax Planning Developments Jan 08, 2024 What were the significant tax and non-tax issues of last year? Hermes Billionaire’s Charity Fights Plan to Cut Inheritance Dec 19, 2023 Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune. Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
Adding a Tax Reimbursement Clause with Beneficiaries’ Consent Jan 31, 2024 The Internal Revenue Service issues new guidance on whether it’s a taxable gift. A New Home for Past Contributions Jan 29, 2024 What if your client wants to reclaim a gift to his alma mater because he does not like the ideological drift of the school? Data Shows Advisors Don’t Get Philanthropy Jan 24, 2024 It’s time to get educated before it’s too late. Revenue Procedure Provides New Options for Tax-Exempt Organization Registration Jan 24, 2024 IRS will issue EO determination letters for switching IRC Section 501(c)(3) category. Live from Heckerling: 2023 Estate and Tax Planning Developments Jan 08, 2024 What were the significant tax and non-tax issues of last year? Hermes Billionaire’s Charity Fights Plan to Cut Inheritance Dec 19, 2023 Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune. Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
A New Home for Past Contributions Jan 29, 2024 What if your client wants to reclaim a gift to his alma mater because he does not like the ideological drift of the school? Data Shows Advisors Don’t Get Philanthropy Jan 24, 2024 It’s time to get educated before it’s too late. Revenue Procedure Provides New Options for Tax-Exempt Organization Registration Jan 24, 2024 IRS will issue EO determination letters for switching IRC Section 501(c)(3) category. Live from Heckerling: 2023 Estate and Tax Planning Developments Jan 08, 2024 What were the significant tax and non-tax issues of last year? Hermes Billionaire’s Charity Fights Plan to Cut Inheritance Dec 19, 2023 Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune. Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
Data Shows Advisors Don’t Get Philanthropy Jan 24, 2024 It’s time to get educated before it’s too late. Revenue Procedure Provides New Options for Tax-Exempt Organization Registration Jan 24, 2024 IRS will issue EO determination letters for switching IRC Section 501(c)(3) category. Live from Heckerling: 2023 Estate and Tax Planning Developments Jan 08, 2024 What were the significant tax and non-tax issues of last year? Hermes Billionaire’s Charity Fights Plan to Cut Inheritance Dec 19, 2023 Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune. Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
Revenue Procedure Provides New Options for Tax-Exempt Organization Registration Jan 24, 2024 IRS will issue EO determination letters for switching IRC Section 501(c)(3) category. Live from Heckerling: 2023 Estate and Tax Planning Developments Jan 08, 2024 What were the significant tax and non-tax issues of last year? Hermes Billionaire’s Charity Fights Plan to Cut Inheritance Dec 19, 2023 Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune. Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
Live from Heckerling: 2023 Estate and Tax Planning Developments Jan 08, 2024 What were the significant tax and non-tax issues of last year? Hermes Billionaire’s Charity Fights Plan to Cut Inheritance Dec 19, 2023 Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune. Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
Hermes Billionaire’s Charity Fights Plan to Cut Inheritance Dec 19, 2023 Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune. Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More
Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Load More first previous 1 2 3 next last Load More