Articles

Bulk operations
Rated
Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.
0
Mark Trewitt and I plunge more deeply into some of the interesting estate planning stories contained in his book, "Intergrated Genrosity". Some represent great success, others, not.
0
EzCharitable member, Bill Walsh, writes a compelling article about pairing a Roth IRA conversion with a new Pooled Income Fund.
4.5
Bruce DeBoskey brings the Giving Pledge to the rest of us mere mortals.
0
Why is there new interest in these vehicles?
In case you haven't noticed, Pooled Income Funds are making their presence felt once again. Why is this happening?
0
Mark Trewitt interview number two continues our exploration of his book and his thoughts on a higher plane of thinking about philanthropy.
2

There is now more than one way to skin a CRAT - A look at the mathematics of Rev. Proc. 2016-42

4
An interesting case teaches us important lessons about gifts with restrictions.
0
We wrap up Private Foundations and Donor Advised funds and we wrap up Russell James's book  at the same time.
0
Author Bruce DeBoskey asks us to take another look at the 23 year old Donor Bill of Rights.
5
27 Sep 2016 | General | National Publication | Article

October is the 8th Anniversary of National Estate Planning Awareness Week/Month (October 17-23)

0
The complex and arcane tax rules of private family foundations are the subject of this exploration.
4.5
5

Randy Fox interviews author Mark Trewitt, exploring the basic principles of his book, "Integrated Generosity".

0
Dr. James begins the exploration of Donor Advised Funds and Private Foundations, two donor-centric giving vehicles.
5
Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.
4.5
More on gifts of retirement accounts; this exploration around testamentary gifts.
2.5
Dr. James visits some of the complexities of utilizing retirement plan assets as charitable gifts.
4
Lou Diamond concludes his analysis of the use of charitable planning combined with  ESOPs.
0
Attorney Lou Diamond explains Employee Stock Ownership Plans (ESOP)s and how they may integrate with several charitable solutions.
5
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