We’re getting closer to having an IRA giving option again. The House Ways and Means Committee actually voted yesterday to permanently extend the IRA Rollover! (click here to read more about this as well as some other cool potential legislation they passed – no reason to comment yet on the rest as the likelihood of actual...
By Tracy Mlakar, Bob Carter Companies (Guest post to the Planned Giving Blog – see my comments at the bottom) To answer that question, ask yourself this: If Aunt Sally gave you a rare family heirloom for your birthday, would you send her a thank you note? If you didn’t, do you think Aunt Sally would send...
I couldn’t resist using this cartoon again but this time (to see previous post on commercial annuities – click here), I have a crazy scenario that just played out with a professional advisor who tried to foist a commercial annuity into a CGA on behalf of an unsuspecting intended charity. See that previous post for...
The tax extender-go-round is slowly churning again but the results this time are not guaranteed – particularly regarding the IRA rollover. To get you up-to-speed quickly, the IRA giving provision has been stuck since its enactment in 2006 in the annual or bi-annual tax extender legislation. The extender package refers to a series of tax...
Huguette Clark Planned Giving Nightmare Finally Winds Down