Research Center

Bulk operations

An even more in-depth look into the gifting opportunities of pass-through entities.


Non Profits at risk? A new study summarized by Bruce DeBoskey offers sobering insights.

Easy Steps To Begin Your Program
Starting a planned giving program? Here are a few basics.
14 Mar 2018 | General | National Publication | News story
The new tax law starting to sink in and we're starting to figure it out.
9 Mar 2018 | General | National Publication | Article
Philanthropy has a long and interesting history in the U. S. The timeline presented takes us back to the beginning and moves us progressively through our...
An Expert's view of the gifting of pass through entities follows.
6 Mar 2018 | General | National Publication | News story
Even billionaires need philanthropic advice, and more interesting tidbits...
2 Mar 2018 | General | National Publication | News story

Two great conferences to pay attention to....and more.

A deeper dive into pass through entities: LLCs, LPs LLPs. The beat goes on.
Planning for end of life matters is a difficult but necessary process. It is an opportunity to discuss gifting as well as other important life decisions....
22 Feb 2018 | Revenue Rulings | National Publication | News story

For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for March 2018 is 3.0%; up from February.

Next up: Gifts of LLC, LP and other pass through entities.

Bruce DeBoskey highlights the role of Businesses and Business leaders in future philanthropy.

Continuing with S Corp stock, we move to the advanced planning aspects.
14 Feb 2018 | General | National Publication | Article
A very timely section of the Almanac begins the discussion of why charitable tools are tax favored, and it's not what you think.
New code section 199A is confusing and complex and offers many planning opportunities once it is understood. Dennis Walsh helps...
8 Feb 2018 | General | National Publication | Article
This section of the Almanac explores "who" gives in America. The profile of the American giver will surprise you. Or maybe not.
We continue our deep look at the challenge of gifts S Corporations.
7 Feb 2018 | General | National Publication | News story
This week from around the web we find out more about the tax law but also learn that giving "makes you more attractive". Forget "Match" be generous.
We begin a deep dive into charitable gifts of S Corporations, a complex but important asset and subject.
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7520 Rates: March 3.0% February 2.8% January 2.6%

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