Strategies, tools and tips for more effective philanthropy.

VIDEO: Industry Insights with Carol Kroch

  • Mar 31, 2014

    The IRS "Won’t Rule" List—Updated

    Every year, the Internal Revenue Service updates the list of topics on which it will: (1) not issue rulings, (2) ordinarily not issue rulings, and (3) not issue rulings because the issue is under extensive study....More
  • Feb 24, 2014

    Charitable Remainder Trust Early Termination Capital-Gain-Avoidance Plan Quashed

    Conrad Teitell discusses the implications of the new proposed regulations...More
  • Jan 27, 2014

    Final Regulations on 3.8 Percent Medicare Tax CRTs, CGAs, PIFs and CLTs

    Explained here are the provisions dealing—directly or indirectly—with charitable remainder trusts, charitable gift annuities, pooled income funds and charitable lead trusts. Warning: Rough going!...More
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