Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. The Impact of Rising Interest Rates on Estate Planning Jul 05, 2022 Even modest interest rate increases can have significant tax consequences. IRS to Crack Down on CRAT Abuse Jun 29, 2022 A strategy to eliminate capital gains violates IRC Section 664. Billionaire Sheryl Sandberg Expands Foundation Ahead of Meta Departure Jun 21, 2022 The longtime Facebook COO has sought to hire a chief of staff and at least 12 others as she pushes to increase her philanthropy. Fiduciary Trust Hires New Philanthropic Director Jun 17, 2022 In the new role, Abby Axelrod-Wunderman will lead Fiduciary Trust’s philanthropic strategy, planning and administrative support. Now Is the Time to Use a Charitable Remainder Trust Jun 17, 2022 What to do when client investments have large unrealized capital gains but they need liquidity now? Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. The Impact of Rising Interest Rates on Estate Planning Jul 05, 2022 Even modest interest rate increases can have significant tax consequences. IRS to Crack Down on CRAT Abuse Jun 29, 2022 A strategy to eliminate capital gains violates IRC Section 664. Billionaire Sheryl Sandberg Expands Foundation Ahead of Meta Departure Jun 21, 2022 The longtime Facebook COO has sought to hire a chief of staff and at least 12 others as she pushes to increase her philanthropy. Fiduciary Trust Hires New Philanthropic Director Jun 17, 2022 In the new role, Abby Axelrod-Wunderman will lead Fiduciary Trust’s philanthropic strategy, planning and administrative support. Now Is the Time to Use a Charitable Remainder Trust Jun 17, 2022 What to do when client investments have large unrealized capital gains but they need liquidity now? Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
The Impact of Rising Interest Rates on Estate Planning Jul 05, 2022 Even modest interest rate increases can have significant tax consequences. IRS to Crack Down on CRAT Abuse Jun 29, 2022 A strategy to eliminate capital gains violates IRC Section 664. Billionaire Sheryl Sandberg Expands Foundation Ahead of Meta Departure Jun 21, 2022 The longtime Facebook COO has sought to hire a chief of staff and at least 12 others as she pushes to increase her philanthropy. Fiduciary Trust Hires New Philanthropic Director Jun 17, 2022 In the new role, Abby Axelrod-Wunderman will lead Fiduciary Trust’s philanthropic strategy, planning and administrative support. Now Is the Time to Use a Charitable Remainder Trust Jun 17, 2022 What to do when client investments have large unrealized capital gains but they need liquidity now? Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
IRS to Crack Down on CRAT Abuse Jun 29, 2022 A strategy to eliminate capital gains violates IRC Section 664. Billionaire Sheryl Sandberg Expands Foundation Ahead of Meta Departure Jun 21, 2022 The longtime Facebook COO has sought to hire a chief of staff and at least 12 others as she pushes to increase her philanthropy. Fiduciary Trust Hires New Philanthropic Director Jun 17, 2022 In the new role, Abby Axelrod-Wunderman will lead Fiduciary Trust’s philanthropic strategy, planning and administrative support. Now Is the Time to Use a Charitable Remainder Trust Jun 17, 2022 What to do when client investments have large unrealized capital gains but they need liquidity now? Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Billionaire Sheryl Sandberg Expands Foundation Ahead of Meta Departure Jun 21, 2022 The longtime Facebook COO has sought to hire a chief of staff and at least 12 others as she pushes to increase her philanthropy. Fiduciary Trust Hires New Philanthropic Director Jun 17, 2022 In the new role, Abby Axelrod-Wunderman will lead Fiduciary Trust’s philanthropic strategy, planning and administrative support. Now Is the Time to Use a Charitable Remainder Trust Jun 17, 2022 What to do when client investments have large unrealized capital gains but they need liquidity now? Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Fiduciary Trust Hires New Philanthropic Director Jun 17, 2022 In the new role, Abby Axelrod-Wunderman will lead Fiduciary Trust’s philanthropic strategy, planning and administrative support. Now Is the Time to Use a Charitable Remainder Trust Jun 17, 2022 What to do when client investments have large unrealized capital gains but they need liquidity now? Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Now Is the Time to Use a Charitable Remainder Trust Jun 17, 2022 What to do when client investments have large unrealized capital gains but they need liquidity now? Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Charitable Planning Conversations with Clients in Down Markets Jun 16, 2022 Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later. Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Let’s Get Real About Charitable Intentions Jun 13, 2022 It’s all about reducing taxes and taking care of family. How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
How the Legislative Long Game Could Affect Your Clients' Giving Jun 08, 2022 Potential implications of Biden’s budget proposal. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
