Articles

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Richard Fox explains the recent IRS retreat from the contemporaneous filing requirement of donations in excess of $250.00 and we're all relieved.
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Dennis Walsh analyzes a recent report and findings on the 1023 EZ, and it isn't good news.
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Russell James continues with part two of Charitable Gift Annuities.

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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

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Author Bruce DeBoskey highlights the surge in corporate giving.

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Part one of charitable gift annuities from Russell James.

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Russell James concludes his chapter on Bargain Sales.

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I interview Kimm Dodaro of the Walter Joseph Group, LLC on the gifting of real estate assets.
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Dr. Russell James continues with Part 1 of Bargain Sales, a cornerstone of many planned gifts.

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Charles Rounds takes us deep into a case which appears to change the way we need to look at IRA accounts.
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An unusual and effective look at the tried and true life estate agreement.
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Russell James completes his chapter on income tax limitations for charitable deductions.
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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.

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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.
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Russell James continues on with his explanation on the income tax deduction limitations of charitable gifts.
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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...

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We continue with Russell James and the first section of his chapter on deduction limitations.
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Richard Fox examines a recent IRS notice which favorably impacts the ability of Private Foundations to make mission related investments.

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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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