Private Foundation Giving Sees Continued Growth Nov 07, 2022 A new report highlights emerging trends in private philanthropy. The Importance of Professional Asset Management in DAF Accounts Nov 07, 2022 Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts. Guaranteeing Results Is a Risky Business Nov 01, 2022 Failed charitable planning technique results in a malpractice claim. Endowments, Foundations Present Business Opportunities for RIAs Oct 31, 2022 Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors. Granddaughter of Radio Pioneer Sues Charity’s Trustee for Mismanagement Oct 26, 2022 The trustee hired his personal trainer to make critical spending decisions. Tax Court Allows $151M Charitable Deduction for Easement Oct 26, 2022 Earlier decision vacated based on 11th Circuit decision. An Heiress Who Advocates for Paying Taxes? Oct 26, 2022 Could this approach turn the estate-planning industry upside down? How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
The Importance of Professional Asset Management in DAF Accounts Nov 07, 2022 Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts. Guaranteeing Results Is a Risky Business Nov 01, 2022 Failed charitable planning technique results in a malpractice claim. Endowments, Foundations Present Business Opportunities for RIAs Oct 31, 2022 Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors. Granddaughter of Radio Pioneer Sues Charity’s Trustee for Mismanagement Oct 26, 2022 The trustee hired his personal trainer to make critical spending decisions. Tax Court Allows $151M Charitable Deduction for Easement Oct 26, 2022 Earlier decision vacated based on 11th Circuit decision. An Heiress Who Advocates for Paying Taxes? Oct 26, 2022 Could this approach turn the estate-planning industry upside down? How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Guaranteeing Results Is a Risky Business Nov 01, 2022 Failed charitable planning technique results in a malpractice claim. Endowments, Foundations Present Business Opportunities for RIAs Oct 31, 2022 Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors. Granddaughter of Radio Pioneer Sues Charity’s Trustee for Mismanagement Oct 26, 2022 The trustee hired his personal trainer to make critical spending decisions. Tax Court Allows $151M Charitable Deduction for Easement Oct 26, 2022 Earlier decision vacated based on 11th Circuit decision. An Heiress Who Advocates for Paying Taxes? Oct 26, 2022 Could this approach turn the estate-planning industry upside down? How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Endowments, Foundations Present Business Opportunities for RIAs Oct 31, 2022 Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors. Granddaughter of Radio Pioneer Sues Charity’s Trustee for Mismanagement Oct 26, 2022 The trustee hired his personal trainer to make critical spending decisions. Tax Court Allows $151M Charitable Deduction for Easement Oct 26, 2022 Earlier decision vacated based on 11th Circuit decision. An Heiress Who Advocates for Paying Taxes? Oct 26, 2022 Could this approach turn the estate-planning industry upside down? How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Granddaughter of Radio Pioneer Sues Charity’s Trustee for Mismanagement Oct 26, 2022 The trustee hired his personal trainer to make critical spending decisions. Tax Court Allows $151M Charitable Deduction for Easement Oct 26, 2022 Earlier decision vacated based on 11th Circuit decision. An Heiress Who Advocates for Paying Taxes? Oct 26, 2022 Could this approach turn the estate-planning industry upside down? How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Tax Court Allows $151M Charitable Deduction for Easement Oct 26, 2022 Earlier decision vacated based on 11th Circuit decision. An Heiress Who Advocates for Paying Taxes? Oct 26, 2022 Could this approach turn the estate-planning industry upside down? How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
An Heiress Who Advocates for Paying Taxes? Oct 26, 2022 Could this approach turn the estate-planning industry upside down? How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
How to Avoid Losing a $600,000 Charitable Deduction Oct 24, 2022 When claiming a deduction for a non-cash contribution of property, ensure that Form 8283 is filled out properly. Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Three Key Financial Planning Trends That Will Impact Charitable Giving Oct 19, 2022 Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency. Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Planning Considerations When Gifting Real Estate to Charity Oct 19, 2022 How to avoid common pitfalls Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More