I am feeling a bit like the grinch. I totally missed this issue of New Jersey taxing IRA charitable rollover gifts for 4 years. Then I hear a top attorney mention it in passing, put it on my blog, a conversation with a nice WSJ reporter (thanks for the quote!)…. My guess is that there...
When I read an article or opt ed piece and I agree with every word, it deserves a post: http://www.nytimes.com/2009/12/28/opinion/28mon1.html This one is right on point about the impending estate tax repeal in 2010 and the political process. Nothing further needs to be said.
I better start reading the New York Times because I am almost missed this one by about two months. The link is below but here is my introduction: It’s about the National Heritage Foundation (NHF) bankruptcy situation. The article starts out bemoaning the fact that NHF had to take $25 million of its Donor Advised...
This post is one that I’ve been itching to write since last week. Please read it carefully and think it over (even if you are not a New York fundraiser – these discussions are always relevant and they at least give you something to ask counsel in your own state) I mentioned in the previous...
Last week I attended the annual planned giving quiz given by one of my favorite planned giving lawyers/gurus in the field of planned giving (He doesn’t use the internet so I’ll leave his name out but it should be pretty easy to figure out). I learned two ideas – really important ones. 1. New Jersey...