Investor

07/23/10 - Making Charitable Gifts from Your Retirement Plan

Many investors have accumulated significant sums in their qualified retirement plans like IRAs, 401(k)s, and 403(b)s.  If you are in that camp,...read more

06/18/10 - Charitable Lead Trusts - A bargain in a low interest rate environment

Do you want to help your favorite charity now when it needs you most? Are you concerned the estate tax will come back with a vengeance?...read more

05/21/10 - Private Foundations

Private foundations are a staple of our country’s philanthropic history and its future.  For years, they have provided a mechanism for...read more

05/03/10 - Charitable Remainder Trusts - Have your cake and eat it too

Would you give more money to a charity if : You could get a deduction for simply pledging assets to your favorite charity after you die?...read more

04/01/10 - Uncle Milty a charity case? Probably not for the IRS!

Paying Uncle Milty’s rent for the last 3 months buys you lots of points in the family, but you don’t get any recognition or benefit from the...read more

01/19/10 - Donor Advised Funds

There are a number of reasons to give money away.  I’m sure you’ve thought about them all, but have you thought about all the different ways...read more

01/19/10 - Why Give to Charity?

Americans are a generous lot.  Official figures for charitable contributions to 501(c)(3) organizations tally just above $300 billion annually. ...read more

11/06/07 - Qualified Charitable Distributions - Time is running out

Exactly one year ago, a colleague of mine, wrote an article for this newsletter regarding important legal updates to IRAs (click here for...read more

03/27/06 - Charitable Gifting Part II

In the first part of our series, we addressed Charitable Remainder Trusts, Pooled Income Funds and Charitable Gift Annuities. Let's continue our...read more

02/17/06 - Charitable Gifting Part I

Whatever your reasons for gifting to charitable organizations, it is better to give and receive the most in charitable deductions. This is the...read more

12/08/05 - A Primer On Charitable Donations

Americans have long responded generously to people in need. Witness the torrent of checks to the victims of recent hurricanes and earthquakes. But...read more

10/17/05 - Tax Efficient Methods of Gifting

Have you ever found yourself in a situation where you wanted to help a family member or dear friend fulfill a dream?  A dream that required...read more

02/15/05 - The Gift of all Gifts & Charitable Deduction

Each year, millions of taxpayers are digging deep into their pockets to pass a donation to their favorite charity or organization.  Not only is...read more

12/05/03 - Charitable Trusts You Should Know

They come with the funny abbreviations so common in estate planning--CRTs, CRUTs, CRATs, NIMCRUTs, CLTs, CLATs, CLUTs--but if you have significant...read more

11/04/03 - Charitable Gifting Strategies II: Split Interest Trusts

Our first installment on charitable gifting strategies covered the easiest, most basic method of gifting -- outright lifetime gifts. This article...read more

10/21/03 - Charitable Gifting Strategies I: Outright Gifts During Life

It feels good to give. It feels even better when that giving helps your wallet too. As the end of the tax year approaches, it may be time to start...read more