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National Publication Features
posted on 23 Jun 2016 | ArticleWe dive deeper into Charitable Lead Trusts with part 2 of Russell James' exploration and analysis.
posted on 23 Jun 2016 | ArticlePlanning 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...
posted on 16 Jun 2016 | News storyLots of newsworthy items on the web including new stats on increased giving and more IRS transparency.
posted on 16 Jun 2016 | ArticleWe begin our examination of Charitable Lead Trusts with Part 1 of 3 with Russell James.
posted on 16 Jun 2016 | ArticleBruce DeBoskey, examines the recent IRS Notice that allows foundations more latitude in mission related investing.
Other news from National Publication
posted on 9 Jun 2016 | Case studySometimes, combining planned gifts can have tremendous benefits, especially when the donor really doesn't give up much at all.
posted on 9 Jun 2016 | News storyNo, this isn't the Enquirer, but Hollywood estate plans sure are in the news.
posted on 9 Jun 2016 | ArticleWe conclude the deep dive into charitable remainder trusts by exploring the variations available and their applications.
posted on 7 Jun 2016 | News storyA look at the ethical roots of the donated dollar highlights this weeks news from around the internet.
posted on 2 Jun 2016 | News storyFor 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...