Planning

Bulk operations
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The end (of the year) is near. It's giving time for most of America.

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No matter where I go and speak in the country, when I ask the audience of advisors or charities "who's looking at Pooled Income Funds?", no hands go up. Crazy? I think so. Read on...
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Often, life changing events change one's giving perspective. We explore the opportunities in both victory and in loss.
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Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
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When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service.

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Charitable Remainder Annuity Trusts are sometimes perfect for older clients with a low risk tolerance because of the level payments regardless of the trust's value. Here is a FREE presentation you can use to explain the CRAT. Read...

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We explore opportunities for identifying charitable gifts for those families that have special needs.
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Clontz and Raffin dig more deeply into gifts of real estate assets.
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Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
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Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
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A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
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As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
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Gifts of Non-Cash assets (and all other assets, as well) are governed and regulated by various, specific sections of the tax code....
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Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.
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We continue through Charitable Gifts of Noncash Assets with the definitions of basic terminology which many of us take for granted. Clarity and understanding of language is vital to understand.
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The marriage of retirement planning and philanthropy is the subject of this "Opportunity Recognition" excerpt.
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Gifts of noncash assets are different. They require a specific process to evaluate and understand. This explores the necessary steps and terminology to begin the exploration of accepting a noncash gift.
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Clients with excess cash flow and unnecessary income taxes present an intriguing opportunity for philanthropic planners. Identifying the sources of the excess income and reallocating those assets to a charitable gift might be a great solution to consider...
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Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
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Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.
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7520 Rates: November 2.4% October 2.2% September 2.4%

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