Philanthropy Tax E-Letter http://wealthmanagement.com/blog/147661/feed Conrad Teitell offers his unique take on current issues in the fascinating worlds of philanthropy, tax and estate planning en Gift of Undivided Interest in Crut - Favorable Ruling http://wealthmanagement.com/blog/gift-undivided-interest-crut-favorable-ruling <div class="field-image-promo"> <a href="/blog/gift-undivided-interest-crut-favorable-ruling" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2013/04/155322840.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell discusses a recent ruling that's good new for those looking to make a gift of undivided interest in a CRUT. <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/gift-undivided-interest-crut-favorable-ruling" target="_blank">read more</a></p> http://wealthmanagement.com/blog/gift-undivided-interest-crut-favorable-ruling#comments Philanthropy Public Philanthropy Tax E-Letter Mon, 29 Apr 2013 12:11:00 +0000 278182 at http://wealthmanagement.com Artworks - Valuation of Fractional Interests http://wealthmanagement.com/blog/artworks-valuation-fractional-interests <div class="field-image-promo"> <a href="/blog/artworks-valuation-fractional-interests" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2013/03/art-divided.png" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell discusses the valuation of fractional interests in art and tackles the question of whether the IRS is bound by its own pronouncements. <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/artworks-valuation-fractional-interests" target="_blank">read more</a></p> http://wealthmanagement.com/blog/artworks-valuation-fractional-interests#comments Philanthropy Public Philanthropy Tax E-Letter Mon, 25 Mar 2013 13:36:00 +0000 264891 at http://wealthmanagement.com IRA/Charitable Rollovers - How to Report the "Election" http://wealthmanagement.com/blog/iracharitable-rollovers-how-report-election <div class="field-image-promo"> <a href="/blog/iracharitable-rollovers-how-report-election" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2013/02/money-gift-box-595x335.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell lays out the proper steps for reporting your IRA/charitable rollover election. <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/iracharitable-rollovers-how-report-election" target="_blank">read more</a></p> http://wealthmanagement.com/blog/iracharitable-rollovers-how-report-election#comments Philanthropy Public Philanthropy Tax E-Letter Fri, 22 Feb 2013 15:38:00 +0000 254821 at http://wealthmanagement.com Charitable/IRA Tax-Free Distributions Redux ... American Taxpayer Relief Act of 2012 http://wealthmanagement.com/blog/charitableira-tax-free-distributions-redux-american-taxpayer-relief-act-2012 <div class="field-image-promo"> <a href="/blog/charitableira-tax-free-distributions-redux-american-taxpayer-relief-act-2012" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2013/01/142314713.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell has some important, time-sensitive advice for those interested in making qualified charitable or IRA distributions in 2013. <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/charitableira-tax-free-distributions-redux-american-taxpayer-relief-act-2012" target="_blank">read more</a></p> http://wealthmanagement.com/blog/charitableira-tax-free-distributions-redux-american-taxpayer-relief-act-2012#comments Philanthropy Public Philanthropy Tax E-Letter Fri, 11 Jan 2013 14:58:00 +0000 241421 at http://wealthmanagement.com CRTs, PIFS, CLTs & CGAs—Proposed Regulations on 3.8 Percent Medicare Tax http://wealthmanagement.com/blog/crts-pifs-clts-cgas-proposed-regulations-38-percent-medicare-tax-0 <div class="field-image-promo"> <a href="/blog/crts-pifs-clts-cgas-proposed-regulations-38-percent-medicare-tax-0" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2012/12/121277693.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell explores the proposed regulations regarding the 3.8 percent medicare tax and discusses how they may impact philanthropic vehicles. <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/crts-pifs-clts-cgas-proposed-regulations-38-percent-medicare-tax-0" target="_blank">read more</a></p> http://wealthmanagement.com/blog/crts-pifs-clts-cgas-proposed-regulations-38-percent-medicare-tax-0#comments Philanthropy Public Philanthropy Tax E-Letter Thu, 27 Dec 2012 19:35:00 +0000 237821 at http://wealthmanagement.com Substantiating Charitable Gifts - Specimen Letter to Donor-Clients http://wealthmanagement.com/blog/substantiating-charitable-gifts-specimen-letter-donor-clients-0 <div class="field-image-promo"> <a href="/blog/substantiating-charitable-gifts-specimen-letter-donor-clients-0" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2012/11/signature-document.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell offers some advice and a sample letter for donor-clients looking to substantiate their charitable gifts. <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/substantiating-charitable-gifts-specimen-letter-donor-clients-0" target="_blank">read more</a></p> http://wealthmanagement.com/blog/substantiating-charitable-gifts-specimen-letter-donor-clients-0#comments Philanthropy Public Philanthropy Tax E-Letter Mon, 26 Nov 2012 17:06:00 +0000 226671 at http://wealthmanagement.com Charitable Gifts: Date of Delivery Rules http://wealthmanagement.com/blog/charitable-gifts-date-delivery-rules <div class="field-image-promo"> <a href="/blog/charitable-gifts-date-delivery-rules" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2012/10/131394585.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell sheds some light on the potentially confusing date of delivery rules for charitable gifts. <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/charitable-gifts-date-delivery-rules" target="_blank">read more</a></p> http://wealthmanagement.com/blog/charitable-gifts-date-delivery-rules#comments Philanthropy Public Philanthropy Tax E-Letter Tue, 30 Oct 2012 14:00:00 +0000 221231 at http://wealthmanagement.com Charitable Contributions - Gift Tax Reporting Essentials II http://wealthmanagement.com/blog/charitable-contributions-gift-tax-reporting-essentials-ii <div class="field-image-promo"> <a href="/blog/charitable-contributions-gift-tax-reporting-essentials-ii" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2012/09/100591586.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell continues his primer on gift tax essentials <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/charitable-contributions-gift-tax-reporting-essentials-ii" target="_blank">read more</a></p> http://wealthmanagement.com/blog/charitable-contributions-gift-tax-reporting-essentials-ii#comments Estate Planning Philanthropy Philanthropy Tax E-Letter Fri, 21 Sep 2012 12:38:00 +0000 217521 at http://wealthmanagement.com Charitable Contributions - Gift Tax Reporting Essentials http://wealthmanagement.com/blog/charitable-contributions-gift-tax-reporting-essentials <div class="field-image-promo"> <a href="/blog/charitable-contributions-gift-tax-reporting-essentials" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2012/08/94018449.gif" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell gives you an outline of the gift-tax implications of charitable gifts <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/charitable-contributions-gift-tax-reporting-essentials" target="_blank">read more</a></p> http://wealthmanagement.com/blog/charitable-contributions-gift-tax-reporting-essentials#comments Estate Planning Philanthropy Philanthropy Tax E-Letter Fri, 24 Aug 2012 14:18:00 +0000 215261 at http://wealthmanagement.com Volunteer's Expenses http://wealthmanagement.com/blog/volunteers-expenses <div class="field-image-promo"> <a href="/blog/volunteers-expenses" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/uploads/2012/07/volunteer-soccer-coach-kids-595x335.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> Conrad Teitell discusses the vagaries of the IRS' treatment of volunteer's unreimbursed expenses <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/volunteers-expenses" target="_blank">read more</a></p> http://wealthmanagement.com/blog/volunteers-expenses#comments Philanthropy Philanthropy Tax E-Letter Fri, 27 Jul 2012 13:33:00 +0000 212331 at http://wealthmanagement.com