Biden. New Tax Laws. Charitable Giving. The election is over, and the Democrats are in charge. What does this mean for charitable giving? Of course, we have to see what unfolds, but now is a good time to prepare. There are upsides and downsides with every administration. Discover them in this webinar. Review recent changes....
Have you ever gotten nervous over a weather prediction – storm or otherwise – you see right there on your computer that the “devastation” is coming down but you look at the window and it’s a clear day!! Who are you going to believe – the prediction from the experts or your own two eyes?...
If you missed yesterday’s webinar “Is the Great Wealth Transfer Finally Here?”, you still have a chance to see the presentation and receive the full PowerPoint (over 50 data charts to use as you wish – nothing locked!). CLICK HERE TO PURCHASE THE PRESENTATION RECORDING AND POWERPOINT HANDOUT! This is my annual review of key...
This is my first video blog! I finally found the answer to the question of whether a donor of a life estate interest can elect to take a “cost basis” deduction (instead of a fair market value deduction) so that he/she can take a higher AGI ceiling limit. The answer is not what I expected. ...
As I was preparing for last week’s “Post Election Rundown”, I had a Deja Vu event – of a previous Deja Vu event no less! That’s Deja Vu All Over Again – right? Was I imagining that I was bothered by two backdoor taxes on charitable giving years ago? During the previous administration? And, then...