Research Center

Bulk operations
30 Sep 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 October 2015 is 2.0%; down from September.

On-Boarding the Trustee
Dan Felix wraps up his series on Successful Trust Administration. Part 3 brings us useful waypoints for onboarding the trustee.
David Wheeler Newman provides a complete and thorough treatise on gifts of real property.
29 Sep 2015 | General | National Publication | News story
Some interesting findings from around the web, including some surprising donor research.

Charles Rounds takes a new direction, exploring the Hungarian Fiduciary Asset Management Trust. Charles' breadth of knowledge never ceases to amaze.

Foundation in Family Dynamics
Dan Felix bring us part 2 of his series on Successful Trust Administration. Dan always raises interesting questions about things most of us have never considered.
22 Sep 2015 | General | National Publication | News story
Interesting tax news this week. And, of course, more.
17 Sep 2015 | General | National Publication | News story
Plenty of interesting news in philanthropy including a coalition urging the president to extend charitable benefits.
What is Successful Administration? and Legal Considerations
Contributing author Dan Felix begins a new three part series on successful trust administration. Part I sets the stage by reviewing the various components that contribute to the successful operation of a trust.
We continue through "Visual Planned Giving" with Professor Russell James, by exploring proper gift documentation.
8 Sep 2015 | General | National Publication | News story
All the things we thought about giving are being proven: read these insights from around the web.

Author Richard Fox explores the implications of a recent Tax Court Case, Estate of Schaefer, on the calculation of the 10% Remainder Interest qualification necessary when establishing Charitable Remainder Trusts.


Attorney Jane Peebles continues her examination of Lead Trusts.

We continue through Russell James'  "Visual Planned Giving," now exploring the proper documentation of gifts.
2 Sep 2015 | General | National Publication | News story
A collection of interesting patterns from around the world of philanthropy.
31 Aug 2015 | General | National Publication | News story

Tax Filing Deadlines Take Major Shifts Under New Surface Transportation Law

President Obama signed the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, ...


PGDC is pleased to welcome Jane Peebles, J.D. as a contributing author.

New contributing author Jane Peebles brings us the first of three articles on Charitable Lead Trusts.

Author Bruce DeBoskey brings evidence that family philanthropy is a key to inter-generational continuity.

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7520 Rates: October 2.0% September 2.2% August 2.2%

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