Oh, yes, there are a few. For now, this story seems to have flown under...
Interested in seeing what has been happening in planned giving? Check out this short (15...
What if a donor took an IRA withdrawal in December (which he would like to...
One of the stranger parts of the standard IRA giving rules, to me at least,...
With so many questions about the Fiscal Cliff law and the IRA Rollover, we are...
Thank you readers who brought to my attention something new about the Fiscal Cliff version...
The IRA charitable giving provision made it into the Fiscal Cliff bill! Retroactive for 2012....
At this point – with only 3 business days left in the year and the...
Big time correction in order from my previous post – the same day I posted...
Let's help you!
Phone: 908-300-5082
We are happy to hear whatever situation you are dealing with.
Where is planned giving heading in 2013 and beyond?