Planning

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Author Bruce illustrates ways to make our giving cohesive and in alignment with ourselves, our values and our family system.

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Spotlighting an overlooked tool of personal philanthropy

Private operating foundations are a little understood and under utilized planning tool. Dennis Walsh provides great insight and useful...

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19 Jul 2018 | Income Tax | National Publication, Dennis Walsh, CPA | Article | 4 comments

IRA charitable rollovers are now a permanent part of the tax law. There is at least one little known caveat that you must be...

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Author Paul Schervish helps understand the distinction between "generosity" and "charitable giving" and cautions us to avoid the trap of equating the two....
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Richard Fox takes a close look at the efficacy of several states' attempted end run around the SALT limitations.
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Finding new and creative ways for donors to keep giving comes with the new legislation. Here's one....
 
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Planning for end of life matters is a difficult but necessary process. It is an opportunity to discuss gifting as well as other important life decisions....
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New code section 199A is confusing and complex and offers many planning opportunities once it is understood. Dennis Walsh helps...
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One little discussed change in the new tax law are the broad changes to code section 1031. The provision that allows like kind exchanges for similar types of...
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Russell James provides perspective and insights into how the new tax law will impact giving.
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With the new tax law in place, planning for intangible personal property, especially charitable planning will become increasingly important. With no...
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Among the sweeping reforms passed in the new tax law are dramatic changes to the reporting of Unrelated Business Taxable Income (UBTI). Dennis Walsh...
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There has been endless speculation about how the new tax law will impact charitable giving. Take heart, here's a first look about what it begins to mean for...
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A sample letter to donors.

Now's a good time to tell your clients how to substantiate their charitable gifts on their 2017 federal income tax returns, due April 17, 2018.

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At the time of year when we're all looking at New Year's resolutions, here's some sage advice for millennials to consider.
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David Wheeler Newman offers a particular and strategic insight into the new tax legislation. Especially if you're a college football fan.
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4 Dec 2017 | Donor Advised Fund | National Publication, EzCharitable | Article | 2 comments

The donor advised fund is one of the most economically efficient ways to give. Especially at the end of the year. Download the EzCharitable Excel DAF Illustrator to show your clients why.

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Compelling and thought provoking information from Bruce that puts Thanksgiving in true perspective.
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The end (of the year) is near. It's giving time for most of America.

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