Articles

Bulk operations
Rated
The complex and arcane tax rules of private family foundations are the subject of this exploration.
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Randy Fox interviews author Mark Trewitt, exploring the basic principles of his book, "Integrated Generosity".

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Dr. James begins the exploration of Donor Advised Funds and Private Foundations, two donor-centric giving vehicles.
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Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.
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More on gifts of retirement accounts; this exploration around testamentary gifts.
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Dr. James visits some of the complexities of utilizing retirement plan assets as charitable gifts.
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Lou Diamond concludes his analysis of the use of charitable planning combined with  ESOPs.
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Attorney Lou Diamond explains Employee Stock Ownership Plans (ESOP)s and how they may integrate with several charitable solutions.
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Dr. James moves his discussion on charitable gifts of life insurance to the rules on creating a new policy specifically to benefit charity.
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Life insurance gifts to charity are often overlooked or forgotten. Dr. James provides clear understanding of how such gifts work.
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Six nuggets of wisdom derived from experience and wonderfully voiced.

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Dr. James continues revealing uses of life insurance in charitable planning, now focusing on irrevocable life insurance trusts.
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A recent court case holds in favor of a non-profit's rights to keep the names of donors private under the First Amendment.
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We begin the exploration of gifts of life insurance with Russell James.

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An interview on gifts of tangible personal property with art expert Laurence Zale.

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We conclude the exploration of Charitable Lead Trusts by reviewing Grantor Lead Trusts.
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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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Recent activity

15. Donating Retirement Assets, Part 2 of 2

13. Charitable Lead Trusts, Part 3 of 3

Dieringer v. Commissioner: Estate Tax Charitable Deduction for Bequest of Stock to Private Foundation Limited to Post-Death Redemption Proceeds - A Flawed Result?

Plan well to avoid random acts of giving

12. Charitable Remainder Trusts, Part 1 of 4

Charitable Gifts of Real Property

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4. HOW TO DOCUMENT CHARITABLE GIFTS, Part 2 of 2

Simple Gifts and Planned Gifts

Creating a "safe zone" with family philanthropy