Research Center

Bulk operations
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...
Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
5 Oct 2017 | General | National Publication | News story
A broad array of interesting tidbits found in reading around the web.
This view of how to spot opportunity probes understanding your client's values and beliefs in such a way that you understand their "...
David Wheeler Newman summarizes the recent White house tax bill which proposes, among other things, to repeal the estate tax.

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.

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.

21 Sep 2017 | General | National Publication | News story

More interesting news from around the web.

Bruce DeBoskey presents a compelling analysis regarding gifts to higher education based on a controversial podcast by Malcolm Gladwell.
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.
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.
19 Sep 2017 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.


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...

13 Sep 2017 | General | National Publication | News story

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

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.
We explore opportunities for identifying charitable gifts for those families that have special needs.
Clontz and Raffin dig more deeply into gifts of real estate assets.
Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
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

Tax Reform PAC

Set a new table, create a "safe zone" for effective family philanthropy

Almanac: Prominent U.S. Living Donors

Explaining the CRUT to Your Client

Settlor Not Claiming Charitable Deduction Allows Charitable Remainder Trust to Escape Private Foundation Excise Tax Rules

Can Charitable Remainder Trusts Avoid The Self-Dealing Rules?