Cara Howe Santoro

They didn’t meet documentation requirements, and their appraisals contained valuation misstatements.

A couple's charitable deduction was derailed due to assignment of income and minor paperwork errors.

Options for terminating a private foundation when it’s run its course.

Strategies for fat and skinny cat clients.

Walking-around knowledge on the basics and the new stuff.

Private letter ruling should provide comfort to fiduciaries interacting with private foundations.

Charities may need to 'return to sender.'

Help clients choose their philanthropic paths through a private foundation or donor-advised fund.