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1 Jun 2017 | General | National Publication | Article
A smattering of diverse items from around the web as chatter about proposed tax changes gains momentum.
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David Wheeler Newman provides his analysis of the recent PLR that has planners re-thinking how they use CRTs in their planning.
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We continue our journey of recognizing giving opportunities by exploring the tax return.
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30 May 2017 | General | National Publication | Article
I was fortunate enough to recently learn about the Philanthropic Roundtable's "Almanac of American Philanthropy," a compendium on the history of giving in this country. We will be reproducing sections of this publication for the foreseeable future as it...
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As we dive into the noncash asset analysis, we first must define the various categories and requirements for assessing them. These charts provide the fundamental guidance.
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9 May 2017 | General | National Publication | News story

Interesting news from around the web.

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Richard Fox analyzes and clarifies a recent PLR involving a CRT. There are interesting opportunities to explore subsequent to this ruling.
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This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return...
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26 Apr 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 May 2017 is 2.4%; down from April.

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As we get into the substance of the book we begin to explore the bread thanks to the potential of non cash assets in all forms.

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As we dig further in to Bryan Clontz's book, we explore the scope of the opportiunity of non cash assets. So much wealth is concentrated there it makes perfect sense to understand them and how to monetize them effectively.
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19 Apr 2017 | General | National Publication | News story
A pair of interesting private letter rulings highlight this edition of web based news.
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19 Apr 2017 | National Publication | Article
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Examining the risks in making a gift is a relatively silent topic. Bruce DeBoskey explores the subject by analyzing a new study. Interesting and thought provoking territory.
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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 April 2017 is 2.6%; up from March.

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We conclude Mike Stuart's insight into storytelling as a tool for empowering generosity with a real life story of a professional colleague of mine.

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21 Mar 2017 | General | National Publication | News story
How to make children into philanthropists tops news from around the web this week.
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We continue to write about the re-emergence of the Pooled Income fund. Anybody paying attention?
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7520 Rates: October 2.2% September 2.4% August 2.4%

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