Research Center

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We conclude the exploration of Charitable Lead Trusts by reviewing Grantor Lead Trusts.
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28 Jun 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 July 2016 is 1.8%; same as June.

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An interesting and perplexing case emerges from U. S. Tax Court and author Richard Fox provides cogent analysis.
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We dive deeper into Charitable Lead Trusts with part 2 of Russell James' exploration and analysis.
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Planning for high net worth clients should include professional collaboration; adding philanthropic planning makes collaboration a necessity. Understanding what true collaboration is and how it works is not well understood. This series of conversations is meant to...
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16 Jun 2016 | General | National Publication | News story
Lots of newsworthy items on the web including new stats on increased giving and more IRS transparency.
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We begin our examination of Charitable Lead Trusts with Part 1 of 3 with Russell James.
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 Bruce DeBoskey, examines the recent IRS Notice that allows foundations more latitude in mission related investing.

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Sometimes, combining planned gifts can have tremendous benefits, especially when the donor really doesn't give up much at all.

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9 Jun 2016 | General | National Publication | News story
No, this isn't the Enquirer, but Hollywood estate plans sure are in the news.
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We conclude the deep dive into charitable remainder trusts by exploring the variations available and their applications.
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7 Jun 2016 | General | National Publication | News story

A look at the ethical roots of the donated dollar highlights this weeks news from around the internet.

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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 June 2016 is 1.8%; same as May.

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1 Jun 2016 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.

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Russell James continues part three on charitable remainder trusts.

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This interview with Johnne Syverson explores the current state of the gift annuity marketplace and the surprisingly small number of charities that currently offer them. Is there a better solution for charities?
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23 May 2016 | General | National Publication | News story
Summer is unofficially here and the news is brighter than a summer's day.
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We continue our deep dive into Charitable Remainder Trusts with Russell James.
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In this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the possibility for true family transformation exists with the right...

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Russell begins his deep dive into one of our most important tools, the charitable remainder trust.

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7520 Rates: July 1.8% June 1.8% May 1.8%

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