Save The Date
Annual Professional Advisor Seminar
Morning of June 2, 2016
We are pleased to announce our upcoming Annual Professional Advisor Seminar, which will be held at the Muhammad Ali Center in Louisville, Kentucky, on the morning of June 2, 2016.
As in prior years, we will be partnering with the Community Foundation of Louisville to offer this free seminar, and we anticipate offering 2.75 – 3.0 hours of continuing education credits for attorneys, CFPs and CPAs. Stay tuned for details on program topics, speakers and registration information.
Please mark your calendars now and join us for this informative and unique seminar, which promises to provide new insights in estate planning and charitable giving.
Monthly Gift Planning Tips
Valuable Resources for You and Your Clients
Cash (Saving) Crops
For some farmers wishing to make significant gifts to charity, their most valuable asset might be their crops . . . more
Life Expectancies and Actuarial Values
IRS actuarial factors are based on average life expectancies and may not be used to value interests where the measuring life is terminally ill [Reg. §§1.7520-3(b), 20.7520-3(b), 25.7520-3(b); Rev. Rul. 96-3] . . . more
Controlling IRA Distributions from Beyond the Grave
Naming a child or grandchild as the designated beneficiary of an IRA allows the distribution of the funds – and the taxes – to be spread over many years, possibly many decades . . . more
Charitable Solution to Excess Earnings
C corporations with more than $250,000 in accumulated earnings and profits ($150,000 for personal service corporations) may be subject to tax at a rate of 20%, in addition to the regular corporate income tax (Code §531) . . . more
Content courtesy of R&R Newkirk.
Have a question?
The Community Foundation’s website offers a range of resources to help you serve your clients including access to PG Calc, the Charitable Giving Tax Service, and the Advisor Toolkit from R&R Newkirk.
The Community Foundation of Southern Indiana is honored to be your partner in philanthropy. If you or your client would like to learn more about our giving options and how they can benefit from a fund at CFSI, please contact me at (812) 948-4662 or firstname.lastname@example.org and I’d be happy to help.
President and CEO