House Passes Legislation to Terminate Tax-Exempt Status of Terrorism-Linked Charities Apr 17, 2024 The bill was expedited after Iran attacked Israel over the weekend. Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund. Benefits of Gifting Privately Held Business Interests Apr 03, 2024 A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes. Innovative Philanthropy: Beyond Traditional Grantmaking Mar 28, 2024 The limitations of traditional grantmaking are increasingly apparent. IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy Mar 27, 2024 Certain charitable remainder annuity trusts deemed “listed transaction.” Planning for Family Foundation Transitions Mar 19, 2024 As families grow and evolve, so too do the needs and goals of family foundations. Court Questions Appraiser’s Valuation Of Syndicated Conservation Easement Mar 15, 2024 Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a... Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund. Benefits of Gifting Privately Held Business Interests Apr 03, 2024 A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes. Innovative Philanthropy: Beyond Traditional Grantmaking Mar 28, 2024 The limitations of traditional grantmaking are increasingly apparent. IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy Mar 27, 2024 Certain charitable remainder annuity trusts deemed “listed transaction.” Planning for Family Foundation Transitions Mar 19, 2024 As families grow and evolve, so too do the needs and goals of family foundations. Court Questions Appraiser’s Valuation Of Syndicated Conservation Easement Mar 15, 2024 Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a... Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
Benefits of Gifting Privately Held Business Interests Apr 03, 2024 A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes. Innovative Philanthropy: Beyond Traditional Grantmaking Mar 28, 2024 The limitations of traditional grantmaking are increasingly apparent. IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy Mar 27, 2024 Certain charitable remainder annuity trusts deemed “listed transaction.” Planning for Family Foundation Transitions Mar 19, 2024 As families grow and evolve, so too do the needs and goals of family foundations. Court Questions Appraiser’s Valuation Of Syndicated Conservation Easement Mar 15, 2024 Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a... Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
Innovative Philanthropy: Beyond Traditional Grantmaking Mar 28, 2024 The limitations of traditional grantmaking are increasingly apparent. IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy Mar 27, 2024 Certain charitable remainder annuity trusts deemed “listed transaction.” Planning for Family Foundation Transitions Mar 19, 2024 As families grow and evolve, so too do the needs and goals of family foundations. Court Questions Appraiser’s Valuation Of Syndicated Conservation Easement Mar 15, 2024 Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a... Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy Mar 27, 2024 Certain charitable remainder annuity trusts deemed “listed transaction.” Planning for Family Foundation Transitions Mar 19, 2024 As families grow and evolve, so too do the needs and goals of family foundations. Court Questions Appraiser’s Valuation Of Syndicated Conservation Easement Mar 15, 2024 Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a... Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
Planning for Family Foundation Transitions Mar 19, 2024 As families grow and evolve, so too do the needs and goals of family foundations. Court Questions Appraiser’s Valuation Of Syndicated Conservation Easement Mar 15, 2024 Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a... Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
Court Questions Appraiser’s Valuation Of Syndicated Conservation Easement Mar 15, 2024 Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a...
Perfect Storm of Estate Planning Challenges Mar 13, 2024 Will you be there to help? Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
Two Reasons Why It's a Critical Time to Discuss Charitable Planning Mar 13, 2024 And the four client types that stand to benefit most. Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
Estate of Hilton Heir Challenges $1.2B Tax Bill Mar 06, 2024 Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled. Load More 1 2 3 next last Load More
