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Attorney Ed Morrow has discovered an interesting anomaly in the tax proposals that could do serious damage to Charitable Remainder Trusts by causing taxable gifts to occur even when the donor is the sole income beneficiary. While it seems unlikely to pass without...

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23 Feb 2017 | General | National Publication | News story
Curious news from the IRS tops interesting news from the web this week.
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The use of an organization's tax filing, in this case the 990, as a resource for donors is a helpful observation. Passion for the cause should always come first, of course. But making sure the organization can sustain itself is a good next step.

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25 Jan 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 February 2017 is 2.6%; up from January.

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25 Jan 2017 | General | National Publication | News story
From millenials to philanthropic children, the web provides interesting peeks at philanthropic change and growth.
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Great insight into the reporting responsibilities of charities as well as the advisor's role in analyzing the potential viability of a donor's gift.

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Bruce DeBoskey spots seven important trends that will help shape the future of giving.
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5 Jan 2017 | General | National Publication | News story
We start the new year with compelling revelations from around the web.
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David Wheeler Newman presents a cogent summary of the effects of UPMIFA regulations on managing Endowment funds.
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29 Dec 2016 | General , | Practice | National Publication | Article | 2 comments

I provide a rebuttal for my earlier article and remove my tongue from my cheek.

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21 Dec 2016 | 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 January 2017 is 2.4%; up from December.

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Bruce DeBoskey ends the year by reminding us of the importance of Democracy as a fundamental cornerstone.

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This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.
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Richard Fox explores some of the complex issues of naming rights, including cautions when things go bad.
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1 Dec 2016 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

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30 Nov 2016 | General | National Publication | News story
Interesting tips and tidbits from around the web including all of the rules about end of year donations.
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Part two of the interview with Claire Costello provides further insights into the needs of the affluent donor and provides advisors with a clear path to follow to improve the philanthropic aspect of their planning process.
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Watching charities is a necessary government function because, while rare, there's an occasional bad charity, and any number of charities whose activities may deserve occasional scrutiny. The first step in this process is requiring the charities to register with the...

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23 Nov 2016 | General | National Publication | News story
An olio of findings from around the web as Thanksgivng rolls in.
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7520 Rates: February 2.6% January 2.4% December 1.8%

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