More in Philanthropy

  • Mar 20, 2015
    The Daily Brief

    ETFs Still a Mystery

    Bloomberg has rounded up over 35 executives to play in its March Madness tournament, including business heavyweights like AOL’s Tim Armstrong and Google’s Eric Schmidt and finance buffs such as Pershing Square’s Bill Ackerman and Goldman Sachs president Gary Cohn....More
  • Mar 12, 2015
    The Daily Brief

    The Mythical Millionaire

    One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made small business owner who, by frugality and savings, joins the ranks of millionaires - is increasingly a mythical creature....More
  • Feb 23, 2015
    Best Practices

    IRS Won’t Rule List — Updated

    Conrad Teitell highlights the updates to this year's IRS "Won't Rule" list...More
  • Jan 26, 2015
    Article

    Multiple Items Contributed—Deduction Limited To Basis

    Conrad Teitell discusses the rules for gifts of long-term appreciated tangible personal property to public charities....More
  • Dec 29, 2014
    blog

    Substantiating Charitable Gifts—Specimen Letter To Client-Donors 1

    Now is a good time to tell your clients how to substantiate their charitable gifts on their 2014 federal income tax returns—due by April 15, 2015. Conrad Teitell provides a helpful sample letter...More
  • Dec 23, 2014
    blog

    The Daily Brief: Charitable Giving Guidelines

    A report on charitable giving found that 17.5 percent of donations are made in December, more than twice what is given in other months....More
  • Dec 5, 2014
    blog

    The Daily Brief: Merrill Compensation Cuts?

    Those Merrill Lynch compensation cuts for 2015 are real, and advisors, as expected, are not happy about them....More
  • Nov 24, 2014
    Article

    Charitable Gifts: Date of Delivery Rules

    A charitable gift is considered made on the "date of delivery." Conrad Teitell explains that term, which is more complicated than it seems....More

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