Philanthropy Tax E-Letter | WealthManagement.com

Most Recent Blog Posts

by Conrad Teitell Apr. 29, 2013

Gift of Undivided Interest in Crut - Favorable Ruling

Conrad Teitell discusses a recent ruling that's good new for those looking to make a gift of undivided interest in a CRUT....More

by Conrad Teitell Mar. 25, 2013

Artworks - Valuation of Fractional Interests

Conrad Teitell discusses the valuation of fractional interests in art and tackles the question of whether the IRS is bound by its own pronouncements....More

by Conrad Teitell Feb. 22, 2013

IRA/Charitable Rollovers - How to Report the "Election"

Conrad Teitell lays out the proper steps for reporting your IRA/charitable rollover election....More

by Conrad Teitell Jan. 11, 2013

Charitable/IRA Tax-Free Distributions Redux ... American Taxpayer Relief Act of 2012

Conrad Teitell has some important, time-sensitive advice for those interested in making qualified charitable or IRA distributions in 2013....More

by Conrad Teitell Dec. 27, 2012

CRTs, PIFS, CLTs & CGAs—Proposed Regulations on 3.8 Percent Medicare Tax

Conrad Teitell explores the proposed regulations regarding the 3.8 percent medicare tax and discusses how they may impact philanthropic vehicles....More

by Conrad Teitell Nov. 26, 2012

Substantiating Charitable Gifts - Specimen Letter to Donor-Clients

Conrad Teitell offers some advice and a sample letter for donor-clients looking to substantiate their charitable gifts....More

by Conrad Teitell Oct. 30, 2012

Charitable Gifts: Date of Delivery Rules

Conrad Teitell sheds some light on the potentially confusing date of delivery rules for charitable gifts....More

by Conrad Teitell Sep. 21, 2012

Charitable Contributions - Gift Tax Reporting Essentials II

Conrad Teitell continues his primer on gift tax essentials....More

by Conrad Teitell Aug. 24, 2012

Charitable Contributions - Gift Tax Reporting Essentials

Conrad Teitell gives you an outline of the gift-tax implications of charitable gifts....More

by Conrad Teitell Jul. 27, 2012

Volunteer's Expenses

Conrad Teitell discusses the vagaries of the IRS' treatment of volunteer's unreimbursed expenses....More

by Conrad Teitell Jun. 21, 2012

Estate Planning Ain't Just Tax Planning

With all of the uncertainty swirling around the future tax environment, Conrad Teitell urges planners to concentrate on the estate planning essentials....More

by Conrad Teitell Jun. 5, 2012

Charitable Lead Trusts: Jackie O, Recent Final Regulations and an Interesting Letter Ruling

Jackie O left it all to charity... Or did she? Conrad Teitell fills you in....More

by Conrad Teitell Apr. 30, 2012

Conservation Easements, General Patton and the IRS

Conrad Teitell provides an insider's view of conservation easements....More

by Conrad Teitell Mar. 26, 2012

Washington Legislative Climate for Charitable and Estate Planning

Conrad Teitell has his finger on the pulse in Washington. Now you can too....More

by Conrad Teitell Feb. 26, 2012

Making Charitable Gifts By Saying “No”

Conrad Teitell shows you when "No" can really mean "yes"....More