Bulk operations
Richard Fox explains the recent IRS retreat from the contemporaneous filing requirement of donations in excess of $250.00 and we're all relieved.
Dennis Walsh analyzes a recent report and findings on the 1023 EZ, and it isn't good news.

Russell James continues with part two of Charitable Gift Annuities.

4 Jan 2016 | Compliance | National Publication, Richard L. Fox, Esq. | Article | 6 comments

Richard Fox explores a recent case, Green vs. US, which opens up some interesting planning opportunities


Author Bruce DeBoskey highlights the surge in corporate giving.


Part one of charitable gift annuities from Russell James.


Russell James concludes his chapter on Bargain Sales.

I interview Kimm Dodaro of the Walter Joseph Group, LLC on the gifting of real estate assets.

Dr. Russell James continues with Part 1 of Bargain Sales, a cornerstone of many planned gifts.

Charles Rounds takes us deep into a case which appears to change the way we need to look at IRA accounts.
An unusual and effective look at the tried and true life estate agreement.
Russell James completes his chapter on income tax limitations for charitable deductions.
The big tribute to good fortune offers a chance to reflect on the growing divide between the haves and have-nots

Bruce DeBoskey provokes our thinking about Thanksgiving, challenging us to quiet introspection about ourselves and those less fortunate.

11 Nov 2015 | Compliance | National Publication, Richard L. Fox, Esq. | Article | 3 comments
What happens to your gift when the charity goes bust? That's the question that Richard Fox examines based on several recent cases.
Russell James continues on with his explanation on the income tax deduction limitations of charitable gifts.
Family discussions, both systematic and spontaneous, can help achieve clarity and competence in carrying out the wishes in a trust.

Talking can lead to clarity -- clarity about what we want, what we expect, and what's happening. And it can shed light for gaining consensus as well as the necessary competence.

In Dan Felix's...

We continue with Russell James and the first section of his chapter on deduction limitations.

Richard Fox examines a recent IRS notice which favorably impacts the ability of Private Foundations to make mission related investments.

Josh Patrick and Randy Fox discuss exit planning for business owners utilizing charitable strategies. Their discussion also delves into philanthropy in the family of the business owner.
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