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Non Profits at risk? A new study summarized by Bruce DeBoskey offers sobering insights.

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14 Mar 2018 | General | National Publication | News story
The new tax law starting to sink in and we're starting to figure it out.
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9 Mar 2018 | General | National Publication | Article
Philanthropy has a long and interesting history in the U. S. The timeline presented takes us back to the beginning and moves us progressively through our...
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An Expert's view of the gifting of pass through entities follows.
 
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6 Mar 2018 | General | National Publication | News story
Even billionaires need philanthropic advice, and more interesting tidbits...
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2 Mar 2018 | General | National Publication | News story

Two great conferences to pay attention to....and more.

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A deeper dive into pass through entities: LLCs, LPs LLPs. The beat goes on.
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Next up: Gifts of LLC, LP and other pass through entities.
 
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Continuing with S Corp stock, we move to the advanced planning aspects.
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14 Feb 2018 | General | National Publication | Article
A very timely section of the Almanac begins the discussion of why charitable tools are tax favored, and it's not what you think.
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8 Feb 2018 | General | National Publication | Article
This section of the Almanac explores "who" gives in America. The profile of the American giver will surprise you. Or maybe not.
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We continue our deep look at the challenge of gifts S Corporations.
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7 Feb 2018 | General | National Publication | News story
This week from around the web we find out more about the tax law but also learn that giving "makes you more attractive". Forget "Match" be generous.
...
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We begin a deep dive into charitable gifts of S Corporations, a complex but important asset and subject.
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24 Jan 2018 | General | National Publication | Article
This piece of the Almanac presents the results of one of the most definitive polls on American philanthropy.
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23 Jan 2018 | General | National Publication | Article
We offer you insights into managing your self so that you are better able to be fully engaged when you meet with clients and donors.
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Bryan Clontz continues the exploration of gifts of S Corp stock, probing a little deeper into the nuances and challenges of such gifts.
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12 Jan 2018 | General | National Publication | Article
The "Almanac" provides their bibliography of important books in our field.
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8 Jan 2018 | General | National Publication | News story
Around the web we find controversy along with important data. It's all out there.
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29 Dec 2017 | General | National Publication | Article

Which gift is on everyone's list, never goes out of style, and gives equally to both giver and receiver? If you guessed the gift of giving, then you are 100 percent correct.

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Recent activity

11. Retained Life Estates and Remainder Interests in Homes and Farmlands, Part 2 of 2

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