Monthly Gift Planning Tips
Valuable Resources for You and Your Clients
Appraisal Rules Obsolete?
Reg. §1.170A-13(c)(3)(i)-(ii) sets out the rules donors must meet when obtaining an appraisal for non-cash gifts to charity . . . more
Charitable Bequests: Taxes Aren’t the Only Reason
Long gone are the days when average Americans considered charitable techniques when trying to reduce or avoid estate taxes . . . more
Forget the Marital Deduction
There is no marital deduction for a charitable remainder trust that pays to children at the death of the spouse . . . more
Want to Keep All the Income? There’s a Way
Although pooled income funds are nearly as rare as unicorns, there is a reason new funds may be attractive . . . more
Content courtesy of R&R Newkirk.