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Giving a Business to Charity: Start the Conversation Now
Giving a Business to Charity: Start the Conversation Now
Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated with well-known businesses has maintained its place in the limelight, even amid recent market volatility and tenacious...
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3 Reasons to Talk With Your Clients About Charitable Giving
3 Reasons to Talk With Your Clients About Charitable Giving
No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years ago. Charitable giving has always been an important subject of client discussions for attorneys, accountants and financial...
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In case you missed it: Three tax tips worth smiling about
In case you missed it: Three tax tips worth smiling about
Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new tax incentives are proposed in Congress, primarily (and logically) because these organizations don't pay tax. Fortunately,...
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Why charitable gift annuities are rising in popularity
Why charitable gift annuities are rising in popularity
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an upfront tax deduction, a steady lifetime income stream, and a remainder gift to charity....
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Inherited IRAs: Big Headache or Big Opportunity?
Inherited IRAs: Big Headache or Big Opportunity?
Don't be surprised if your clients are walking into your office in a state of bewilderment over something they've read recently about the IRS's distribution rules for inherited IRAs.  What's the back story? Until the law changed a few years ago, a client...
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