National Publication

National Publication Features

    posted on 9 Sep 2014 | Article
    In Part 4 of his series, Steve Meyers explains the concept of "umbrella" gift agreements and virtual endowments and demonstrates the applicability to various age groups.
    posted on 9 Sep 2014 | Article
    Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable planning scenarios.
    posted on 9 Sep 2014 | News story
    Donor Advised Funds in the News: Good or Bad? Here's both sides.
    posted on 9 Sep 2014 | News story
    In this PLR the IRS offers clarification on a number of private foundation issues: excess business holdings; UBTI; and self-dealing. Interesting facts and circumstances lead to a very favorable...
    posted on 5 Sep 2014 | Article
    The Charitable IRA has been a popular, albeit elusive planning tool. Nothing has changed currently. The option has still not been renewed by the IRS and uncertainty remains as to whether it will be....

Other news from National Publication

    posted on 3 Sep 2014 | Article | 1 comments
    PGDC is pleased to welcome Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP as a contributing author.
    posted on 3 Sep 2014 | Article
    Some trusts demand the service of a professional -- like blended families. On the other hand, some trusts can be excellent opportunities for family members to serve. But how to determine whether a...
    posted on 3 Sep 2014 | Article
    In Part 3 of his series, Steven Meyers examines the idea of identifying the perfect gift in the context of each of the four donor identities.
    posted on 3 Sep 2014 | Article | 2 comments
    In Part One of a two part series, annuity expert Bryan Clontz gives a brief education on commercial annuities and charitable gift annuities and provides a comparison of the income tax, cash flow and...
    posted on 28 Aug 2014 | News story
    Donor Advised Funds make it to Forbes while we conclude the series on Storytelling.
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