Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Mark Casady Joins Foundation Source Board Mar 05, 2024 Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source. A Lesson in Understated Generosity Mar 01, 2024 Ruth Gottesman's landmark donation receives praise for her no frills approach to giving. Reporting 2023 Charitable Contributions for Income Taxes Feb 26, 2024 As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions. 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. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Mark Casady Joins Foundation Source Board Mar 05, 2024 Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source. A Lesson in Understated Generosity Mar 01, 2024 Ruth Gottesman's landmark donation receives praise for her no frills approach to giving. Reporting 2023 Charitable Contributions for Income Taxes Feb 26, 2024 As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions. 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. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Mark Casady Joins Foundation Source Board Mar 05, 2024 Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source. A Lesson in Understated Generosity Mar 01, 2024 Ruth Gottesman's landmark donation receives praise for her no frills approach to giving. Reporting 2023 Charitable Contributions for Income Taxes Feb 26, 2024 As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions. 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. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Mark Casady Joins Foundation Source Board Mar 05, 2024 Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source. A Lesson in Understated Generosity Mar 01, 2024 Ruth Gottesman's landmark donation receives praise for her no frills approach to giving. Reporting 2023 Charitable Contributions for Income Taxes Feb 26, 2024 As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions. 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. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
A Lesson in Understated Generosity Mar 01, 2024 Ruth Gottesman's landmark donation receives praise for her no frills approach to giving. Reporting 2023 Charitable Contributions for Income Taxes Feb 26, 2024 As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions. 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. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Reporting 2023 Charitable Contributions for Income Taxes Feb 26, 2024 As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions. 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. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
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. Load More first previous 1 2 3 4 5 6 7 8 9 … 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. Load More first previous 1 2 3 4 5 6 7 8 9 … 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. Load More first previous 1 2 3 4 5 6 7 8 9 … 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. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More