Planning

Bulk operations
Rated
With the new tax law in place, planning for intangible personal property, especially charitable planning will become increasingly important. With no...
0
Among the sweeping reforms passed in the new tax law are dramatic changes to the reporting of Unrelated Business Taxable Income (UBTI). Dennis Walsh...
4
There has been endless speculation about how the new tax law will impact charitable giving. Take heart, here's a first look about what it begins to mean for...
5
A sample letter to donors.

Now's a good time to tell your clients how to substantiate their charitable gifts on their 2017 federal income tax returns, due April 17, 2018.

2.833335
At the time of year when we're all looking at New Year's resolutions, here's some sage advice for millennials to consider.
0
David Wheeler Newman offers a particular and strategic insight into the new tax legislation. Especially if you're a college football fan.
0
4 Dec 2017 | Donor Advised Fund | National Publication, EzCharitable | Article | 1 comments

The donor advised fund is one of the most economically efficient ways to give. Especially at the end of the year. Download the EzCharitable Excel DAF Illustrator to show your clients why.

2.5
Compelling and thought provoking information from Bruce that puts Thanksgiving in true perspective.
3.88889

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

3
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...
3
Often, life changing events change one's giving perspective. We explore the opportunities in both victory and in loss.
3.5
Charitable Gifts of Non Cash Assets continues with a review of closely held C Corporation stock donations.
0

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.

0

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...

5
We explore opportunities for identifying charitable gifts for those families that have special needs.
5
Clontz and Raffin dig more deeply into gifts of real estate assets.
0
Author Chuck McLucas provides a brief history of S Corps, UBTI and is pursuing Congress to change the rules on CRTs owning S Corp...
0
Gifts of non cash assets continues with a deeper and more advanced look at gifts of real estate.
0
A continued exploration of gifts of real estate: fundamental solutions and major issues are explored.
0
As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
0
Syndicate content
7520 Rates: January 2.6% December 2.6% November 2.4%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry

 

Recent activity

The Charitable Firetruck

The 5 Things You Need To Know About The New 2016-42 CRAT

Explaining the CRUT to Your Client

Set a new table, create a "safe zone" for effective family philanthropy

Settlor Not Claiming Charitable Deduction Allows Charitable Remainder Trust to Escape Private Foundation Excise Tax Rules

Can Charitable Remainder Trusts Avoid The Self-Dealing Rules?

Recently Issued PLRs Offer Cautionary Tale to Trustees Failing to Administer Charitable Remainder Trusts in Accordance with Governing Instrument

Charitable Planning CSI Style - Dissecting A Tax Return