Heard on the Web: Doing Well by Giving It Away

Heard on the Web: Doing Well by Giving It Away

News story posted in Income Tax on 15 July 2013| comments
audience: National Publication | last updated: 15 July 2013


From 2000 to 2012, at least one attorney helped terminate more charitable remainder trusts than he helped create. Times have changed and CRTs are heating up again, as the new 3.8% medicare surtax on capital gains has caught many investors unaware and looking for creative strategies to defer their gains.  This, according to an article by Kelly Greene, writing for The Wall Street Journal.

Link to Article: Doing Well by Giving It Away

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