Donations of privately held company stock and DAFs.

IRS Notice 2018-61: Deductibility of Section 67(e) expenses confirmed.

IRS rules that such a modification won't jeopardize GST tax-exempt status.

New York’s Department of Taxation and Finance will go to great lengths to keep wealthy residents on their tax lists.

“I don’t want to spend the rest of my life chasing the S&P 500," Cooperman wrote in a letter to clients.

Nearly 30 percent of HNWIs have a high degree of interest in cryptocurrencies, according to the Capgemini report.

The act of philanthropy can take on a spiritual dimension, opening up the opportunity to engage your clients in more meaningful conversations.

Clients that aren’t aware of their options can’t make informed decisions.

Advisors who know about and can discuss philanthropy may be strengthening their own business.

Establish safeguards to diminish prospect of a challenge after the testator’s death.