Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Year-End Federal Policy for Donors And Advisors to Watch Sep 18, 2023 Issues on the radar include disaster relief, DAFs and crypto philanthropy. What Donors’ Advisors Should Know About Charitable Gift Annuities Sep 18, 2023 Adhere to state and federal laws when operating a CGA program. Charitable Deduction Allowed for Distributions of IRA Through Trust Aug 30, 2023 But was it worth the cost of getting a the private letter ruling? Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. The Evolving Environment Of NIL-Based Fundraising Aug 21, 2023 Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges. Top Senate Taxwriters Seek Input on Digital Asset Tax Rules Aug 16, 2023 The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
Year-End Federal Policy for Donors And Advisors to Watch Sep 18, 2023 Issues on the radar include disaster relief, DAFs and crypto philanthropy. What Donors’ Advisors Should Know About Charitable Gift Annuities Sep 18, 2023 Adhere to state and federal laws when operating a CGA program. Charitable Deduction Allowed for Distributions of IRA Through Trust Aug 30, 2023 But was it worth the cost of getting a the private letter ruling? Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. The Evolving Environment Of NIL-Based Fundraising Aug 21, 2023 Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges. Top Senate Taxwriters Seek Input on Digital Asset Tax Rules Aug 16, 2023 The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
What Donors’ Advisors Should Know About Charitable Gift Annuities Sep 18, 2023 Adhere to state and federal laws when operating a CGA program. Charitable Deduction Allowed for Distributions of IRA Through Trust Aug 30, 2023 But was it worth the cost of getting a the private letter ruling? Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. The Evolving Environment Of NIL-Based Fundraising Aug 21, 2023 Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges. Top Senate Taxwriters Seek Input on Digital Asset Tax Rules Aug 16, 2023 The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
Charitable Deduction Allowed for Distributions of IRA Through Trust Aug 30, 2023 But was it worth the cost of getting a the private letter ruling? Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. The Evolving Environment Of NIL-Based Fundraising Aug 21, 2023 Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges. Top Senate Taxwriters Seek Input on Digital Asset Tax Rules Aug 16, 2023 The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. The Evolving Environment Of NIL-Based Fundraising Aug 21, 2023 Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges. Top Senate Taxwriters Seek Input on Digital Asset Tax Rules Aug 16, 2023 The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
The Evolving Environment Of NIL-Based Fundraising Aug 21, 2023 Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges. Top Senate Taxwriters Seek Input on Digital Asset Tax Rules Aug 16, 2023 The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
Top Senate Taxwriters Seek Input on Digital Asset Tax Rules Aug 16, 2023 The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations Aug 09, 2023 Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
Family Limited Partnerships: Not Just for the Ultrawealthy Aug 09, 2023 Thirteen tips for structuring an FLP. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Load More first previous 1 2 3 4 next last Load More
