Research Center

Bulk operations
Rated
10 Feb 2016 | Values-Based | National Publication | Article | 1 comments
Josh Patrick advocates for passing on more than the familys financial assets. Profound thinking and advice.
5
Author Bryan Clontz analyzes the technicalities of the interface between charitable givers and receivers. Part one of his two part series focuses on the estate planning process and some helpful pointers on how to smooth the gift transition after the death of a...
4
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 | 6 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
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7520 Rates: February 2.2% January 2.2% December 2.0%

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