Three Advanced CGA Applications The Now-N-Later Impact CGA, Testamentary Stretch IRA CGA and Crypto CGA Gift annuities are the oldest, simplest and most popular life…
Most of us are aware that IRS will disallow a claimed deduction for a noncash contribution in excess of $5k, other than marketable securities, unless…
One year ago, many of you probably didn’t know there was even such a thing as a Zoom consultant. And you probably had also never…
What It Is, What It Isn’t, When It Works and When It Doesn’t With so much economic volatility over the last 15 years, charities are…
The most recent donor data comes from 2018 where individual taxpayers reported noncash contributions totaling $83.5 billion, more than a third of all income tax charitable…
Happy New Year Everyone! I first have to say that I am glad we all survived 2020 (especially December!). In 2020, we set records across all…
Cryptocurrency has been in the news recently for a couple of reasons, and we thought it might be helpful to share our perspective on this interesting asset for charitable giving purposes.
Giving real estate is an impactful way to support a charity and provide tax benefits to donors. But it’s rarely a simple transaction. Often it…
As we enter the final months of this unusual year, we have seen strong support for charitable work across the country, and we still have…
The CARES Act, passed earlier this year for COVID-19 relief, includes incentives for charitable giving. For the 2020 tax year only, there are additional tax…
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