IRS Sees Increase in Number of Estate Tax Returns Filed, Amount of Taxes Paid Nov 30, 2022 Data reflects effects of the COVID-19 pandemic and recent tax law changes. A Powerful New Tool Transforms How Billionaires Give Fortunes Away Nov 29, 2022 Ray Dalio and the Koch family have pioneered philanthropy through the 501(c)(4). More than just a charity, it can avoid punishing taxes, retain business control and even influence politics. Charitable Giving Updates from Washington DC Nov 29, 2022 DAFs and crypto have caught the attention of Capitol Hill. The Door to the Courthouse Finally Closed Shut for DAF Donors? Nov 23, 2022 Christopher P. Woehrle discusses the recent U.S. Court of Appeals for the Ninth Circuit’s decision in Pinkert v. Schwab Charitable Fund. Without a Fix, New Crypto Broker Rules Could Impact Charitable Giving Nov 22, 2022 Congress needs to address unintended consequences. Midterms Recap: How Lawmakers Interested in Crypto Fared Nov 21, 2022 Policymaking on digital assets could affect donations to charities. How Fidelity Investments Built America’s Biggest Charity Nov 21, 2022 The philanthropy hands out a fortune each year. It also sits on a lot more. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
A Powerful New Tool Transforms How Billionaires Give Fortunes Away Nov 29, 2022 Ray Dalio and the Koch family have pioneered philanthropy through the 501(c)(4). More than just a charity, it can avoid punishing taxes, retain business control and even influence politics. Charitable Giving Updates from Washington DC Nov 29, 2022 DAFs and crypto have caught the attention of Capitol Hill. The Door to the Courthouse Finally Closed Shut for DAF Donors? Nov 23, 2022 Christopher P. Woehrle discusses the recent U.S. Court of Appeals for the Ninth Circuit’s decision in Pinkert v. Schwab Charitable Fund. Without a Fix, New Crypto Broker Rules Could Impact Charitable Giving Nov 22, 2022 Congress needs to address unintended consequences. Midterms Recap: How Lawmakers Interested in Crypto Fared Nov 21, 2022 Policymaking on digital assets could affect donations to charities. How Fidelity Investments Built America’s Biggest Charity Nov 21, 2022 The philanthropy hands out a fortune each year. It also sits on a lot more. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Charitable Giving Updates from Washington DC Nov 29, 2022 DAFs and crypto have caught the attention of Capitol Hill. The Door to the Courthouse Finally Closed Shut for DAF Donors? Nov 23, 2022 Christopher P. Woehrle discusses the recent U.S. Court of Appeals for the Ninth Circuit’s decision in Pinkert v. Schwab Charitable Fund. Without a Fix, New Crypto Broker Rules Could Impact Charitable Giving Nov 22, 2022 Congress needs to address unintended consequences. Midterms Recap: How Lawmakers Interested in Crypto Fared Nov 21, 2022 Policymaking on digital assets could affect donations to charities. How Fidelity Investments Built America’s Biggest Charity Nov 21, 2022 The philanthropy hands out a fortune each year. It also sits on a lot more. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
The Door to the Courthouse Finally Closed Shut for DAF Donors? Nov 23, 2022 Christopher P. Woehrle discusses the recent U.S. Court of Appeals for the Ninth Circuit’s decision in Pinkert v. Schwab Charitable Fund. Without a Fix, New Crypto Broker Rules Could Impact Charitable Giving Nov 22, 2022 Congress needs to address unintended consequences. Midterms Recap: How Lawmakers Interested in Crypto Fared Nov 21, 2022 Policymaking on digital assets could affect donations to charities. How Fidelity Investments Built America’s Biggest Charity Nov 21, 2022 The philanthropy hands out a fortune each year. It also sits on a lot more. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Without a Fix, New Crypto Broker Rules Could Impact Charitable Giving Nov 22, 2022 Congress needs to address unintended consequences. Midterms Recap: How Lawmakers Interested in Crypto Fared Nov 21, 2022 Policymaking on digital assets could affect donations to charities. How Fidelity Investments Built America’s Biggest Charity Nov 21, 2022 The philanthropy hands out a fortune each year. It also sits on a lot more. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Midterms Recap: How Lawmakers Interested in Crypto Fared Nov 21, 2022 Policymaking on digital assets could affect donations to charities. How Fidelity Investments Built America’s Biggest Charity Nov 21, 2022 The philanthropy hands out a fortune each year. It also sits on a lot more. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
How Fidelity Investments Built America’s Biggest Charity Nov 21, 2022 The philanthropy hands out a fortune each year. It also sits on a lot more. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More