The Tip of the Iceberg: Estate Planning and Stolen Art Jun 05, 2023 The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan. WealthStack Roundup: Nitrogen Survey Notes Attributes of High-Growth Firms May 26, 2023 Also, Zoe Financial selects BridgeFT WealthTech API, and Daffy announces its open API for developers. Beware of Tax Schemes Involving CRATs May 22, 2023 Christopher P. Woehrle describes how abusive charitable remainder annuity trusts continue to be sold. Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
WealthStack Roundup: Nitrogen Survey Notes Attributes of High-Growth Firms May 26, 2023 Also, Zoe Financial selects BridgeFT WealthTech API, and Daffy announces its open API for developers. Beware of Tax Schemes Involving CRATs May 22, 2023 Christopher P. Woehrle describes how abusive charitable remainder annuity trusts continue to be sold. Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
Beware of Tax Schemes Involving CRATs May 22, 2023 Christopher P. Woehrle describes how abusive charitable remainder annuity trusts continue to be sold. Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. Load More first previous … 5 6 7 8 9 10 11 12 13 next last Load More
