Research Center

Bulk operations
Rated
We begin professor Russell James's explanation of the taxation of gift annuities.
0

The new PATH amendment finally makes permanent, very favorable rules on Conservation Easements. Time to get the word out.

5
3 Feb 2016 | General | National Publication | News story
Truly interesting reports and findings from our continual scouring of the web.
0
26 Jan 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 February 2016 is 2.2%; same as January.

0

Finally the IRS has provided definitive guidance on the early termination of CRTs that removes the valuation guesswork.

0

Author Bruce DeBoskey looks ahead and gives predictions of six dynamic trends that will shape the future of giving.

5

Dennis Walsh brings us up to date on the status of proposed reporting and accounting requirements for non profits. A must read for all and a call to action to help shape the future of the sector.

0

Russell James concludes his section on Charitable Gift Annuities.

5
19 Jan 2016 | General | National Publication | News story

Good news for men who give, read on....

0
Richard Fox explains the recent IRS retreat from the contemporaneous filing requirement of donations in excess of $250.00 and we're all relieved.
5
Dennis Walsh analyzes a recent report and findings on the 1023 EZ, and it isn't good news.
0
12 Jan 2016 | General | National Publication | News story
We bridge from 2015 year end summary to 2016 predictions with a few other items in between.
0

Russell James continues with part two of Charitable Gift Annuities.

5
4 Jan 2016 | Compliance | National Publication, Richard L. Fox, Esq. | Article | 4 comments

Richard Fox explores a recent case, Green vs. US, which opens up some interesting planning opportunities

0

Author Bruce DeBoskey highlights the surge in corporate giving.

0

Part one of charitable gift annuities from Russell James.

0
28 Dec 2015 | 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 2016 is 2.2%; up from December.

0
28 Dec 2015 | General | National Publication | News story
Ending the year with the Charitable IRA rollover made permanent and more good news.
0

Russell James concludes his chapter on Bargain Sales.

0
I interview Kimm Dodaro of the Walter Joseph Group, LLC on the gifting of real estate assets.
0
Syndicate content
7520 Rates: February 2.2% January 2.2% December 2.0%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry