Research Center

Bulk operations
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20 Oct 2017 | General | National Publication | Article
In advance of National Estate Planning Awareness Month in October, The Financial Awareness Foundation has teamed with HB Publishing & Marketing Company, LLC and other financial associations to gauge the sentiment of independent...
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Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
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5 Oct 2017 | General | National Publication | News story
A broad array of interesting tidbits found in reading around the web.
 
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This view of how to spot opportunity probes understanding your client's values and beliefs in such a way that you understand their "...
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David Wheeler Newman summarizes the recent White house tax bill which proposes, among other things, to repeal the estate tax.
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When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service.

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21 Sep 2017 | Revenue Rulings | National Publication | News story

For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for October 2017 is 2.2%; down from September.

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21 Sep 2017 | General | National Publication | News story

More interesting news from around the web.

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Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell.
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Planned gifts come from those passionate about a cause. Find out where your clients volunteer and what boards they serve on to help propel the planned giving conversation.
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Clontz and Raffin present alternative methods for charities to participate in gifts of real estate as well as describe alternative types of real estate gifts.
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19 Sep 2017 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

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Charitable Remainder Annuity Trusts are sometimes perfect for older clients with a low risk tolerance because of the level payments regardless of the trust's value. Here is a FREE presentation you can use to explain the CRAT. Read...

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13 Sep 2017 | General | National Publication | News story

Good, thought provoking thinking found in my regular web searches.

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12 Sep 2017 | General | National Publication | Article
Further in the Philanthropy Almanac, we're made aware of philanthropy's impact on our national parks, nature preserves, zoos and other benefits that we tend to take for granted.
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We explore opportunities for identifying charitable gifts for those families that have special needs.
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Clontz and Raffin dig more deeply into gifts of real estate assets.
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Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
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Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
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In our continued exploration of recognizing opportunities for giving, this article examines the effect of sudden life changes as a...
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7520 Rates: October 2.2% September 2.4% August 2.4%

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Recent activity

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