If clients have the stomach to stick it out, this is an opportunity to take short-term lemons and make them into long-term gifting lemonade.
An application process designed to move along applications for tax exempt status has turned into a free-for-all.
Three questions to ask clients considering “upstream” or “horizontal” wealth transfers.
A couple's charitable deduction was derailed due to assignment of income and minor paperwork errors.
Check that documents received from a charity acknowledging a donation include key information.
The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall.
Even modest interest rate increases can have significant tax consequences.
