How To Help Foundations From Being Madoffed
May 01, 2009
Follow the complex maze of federal and state laws to (relative) safety
Cleaning Up the Mess Madoff Made of IRAs
May 01, 2009
There are some measures taxpayers can take to soften the toll frauds have taken on their retirement plans
What Form Should Your Private Foundation Take?
May 01, 2009
A quick guide to choosing between two possible entities: non-profit corporation and charitable trust
The Appeal Of Christiansen
May 01, 2009
The Internal Revenue Service has appealed Christiansen an important legal victory for taxpayers trying to do charitable lid planning. Just-filed briefs give a glimpse of both sides' arguments. Christiansen v. Commissioner, 2009 WL 789131, case...
The Pomeroy Bill Sledgehammer
May 01, 2009
Congress is considering a law that would kill the family limited partnership as an estate-planning strategy. But there are less draconian ways to eliminate perceived abuses
QPRT Exit Strategy
May 01, 2009
Okay you've sold your clients on the potential estate tax benefit to be achieved with a qualified personal residence trust (QPRT)
Van Pearcy
Van Pearcy
May 01, 2009
As co-captain of the track team and starting wide receiver for the football team, Van Pearcy lived the proverbial young athlete's dream when he went to college at the University of Notre Dame, where he majored in economics
Andrew Koerner
Andrew Koerner
May 01, 2009
Like many recent college graduates, in his early 20s, Andrew Koerner threw a backpack over his shoulder and explored the world for six and a half months. His wife of 20 years, who is from the Dominican Republic, made a similar trip
Fay Debellis
Fay Debellis
May 01, 2009
Fay and Robert DeBellis decided when they were married in 1996 that they wanted charitable giving to be a component of their joint financial plan
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