Research Center

Bulk operations
Rated
14 Sep 2016 | General | National Publication | News story

Interesting news from around the web.

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The complex and arcane tax rules of private family foundations are the subject of this exploration.
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Randy Fox interviews author Mark Trewitt, exploring the basic principles of his book, "Integrated Generosity".

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Dr. James begins the exploration of Donor Advised Funds and Private Foundations, two donor-centric giving vehicles.
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24 Aug 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 September 2016 is 1.4%; same as August.

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Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.
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More on gifts of retirement accounts; this exploration around testamentary gifts.
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9 Aug 2016 | General | National Publication | News story
Heady news from around the web as the service proposes sweeping changes to intra family discounting.
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Dr. James visits some of the complexities of utilizing retirement plan assets as charitable gifts.
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Lou Diamond concludes his analysis of the use of charitable planning combined with  ESOPs.
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27 Jul 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 August 2016 is 1.4%; down from July.

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Attorney Lou Diamond explains Employee Stock Ownership Plans (ESOP)s and how they may integrate with several charitable solutions.
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27 Jul 2016 | General | National Publication | News story

A varied assortment from around the web this week.

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Dr. James moves his discussion on charitable gifts of life insurance to the rules on creating a new policy specifically to benefit charity.
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Life insurance gifts to charity are often overlooked or forgotten. Dr. James provides clear understanding of how such gifts work.
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Six nuggets of wisdom derived from experience and wonderfully voiced.

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Dr. James continues revealing uses of life insurance in charitable planning, now focusing on irrevocable life insurance trusts.
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A recent court case holds in favor of a non-profit's rights to keep the names of donors private under the First Amendment.
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We begin the exploration of gifts of life insurance with Russell James.

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7520 Rates: September 1.4% August 1.4% July 1.8%

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