https://mnpartners.pgdc.com/pgdc/feed en 7520 Rate for September Stable at 3.4% https://mnpartners.pgdc.com/pgdc/7520-rate-september-stable-34 <!--paging_filter--><p>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 September 2018 is 3.4%; same as August. <span class="read-more"><a href="/pgdc/7520-rate-september-stable-34" title="Read the rest of 7520 Rate for September Stable at 3.4%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> https://mnpartners.pgdc.com/pgdc/7520-rate-september-stable-34#comments Revenue Rulings Wed, 19 Sep 2018 11:22:20 +0000 melody.griffin 1019047 at https://mnpartners.pgdc.com CGNA: Chapter 6 - Life Insurance, Advanced - Part 3 of 3 https://mnpartners.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-3-3 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">We finish the chapter on Gifts of Life Insurance with more advanced concepts.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/cgna-chapter-6-life-insurance-advanced-part-3-3" title="Read the rest of CGNA: Chapter 6 - Life Insurance, Advanced - Part 3 of 3." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://mnpartners.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-3-3#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Tue, 21 Aug 2018 14:53:32 +0000 randy a. fox 1018856 at https://mnpartners.pgdc.com Coherent Philanthropy: Six lessons for families https://mnpartners.pgdc.com/pgdc/coherent-philanthropy-six-lessons-families <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">Author Bruce illustrates ways to make our giving cohesive and in alignment with ourselves, our values and our family system.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/coherent-philanthropy-six-lessons-families" title="Read the rest of Coherent Philanthropy: Six lessons for families." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bruce-deboskey">Bruce DeBoskey, Philanthropic Strategist</a></li> </ul></div> https://mnpartners.pgdc.com/pgdc/coherent-philanthropy-six-lessons-families#comments Values-Based Bruce DeBoskey, Philanthropic Strategist Tue, 21 Aug 2018 14:22:17 +0000 randy a. fox 1018855 at https://mnpartners.pgdc.com Demystifying the Private Operating Foundation https://mnpartners.pgdc.com/pgdc/demystifying-private-operating-foundation <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">Private operating foundations are a little understood and under utilized planning tool. Dennis Walsh provides great insight and useful information.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/demystifying-private-operating-foundation" title="Read the rest of Demystifying the Private Operating Foundation." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Spotlighting an overlooked tool of personal philanthropy </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/dennis-walsh-cpa">Dennis Walsh, CPA</a></li> </ul></div> https://mnpartners.pgdc.com/pgdc/demystifying-private-operating-foundation#comments Foundations Dennis Walsh, CPA Tue, 21 Aug 2018 13:42:48 +0000 randy a. fox 1018851 at https://mnpartners.pgdc.com IRS and Other News from Around the Web https://mnpartners.pgdc.com/pgdc/irs-and-other-news-around-web-92 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">The web is alive with news about philanthropy. Especially regarding women.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/irs-and-other-news-around-web-92" title="Read the rest of IRS and Other News from Around the Web." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"></div> https://mnpartners.pgdc.com/pgdc/irs-and-other-news-around-web-92#comments General Tue, 21 Aug 2018 13:35:38 +0000 randy a. fox 1018850 at https://mnpartners.pgdc.com IRA Charitable Rollover - A Gold Mine with a Trap https://mnpartners.pgdc.com/pgdc/ira-charitable-rollover-gold-mine-trap <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">IRA charitable rollovers are now a permanent part of the tax law. There is at least one little known caveat that you must be aware of in order to protect your clients and donors from adverse consequences.</span></p> <div style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;"> <div class="m_1764926257004086499gmail_signature" data-smartmail="gmail_signature" dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/ira-charitable-rollover-gold-mine-trap" title="Read the rest of IRA Charitable Rollover - A Gold Mine with a Trap." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/dennis-walsh-cpa">Dennis Walsh, CPA</a></li> </ul></div> https://mnpartners.pgdc.com/pgdc/ira-charitable-rollover-gold-mine-trap#comments Income Tax Dennis Walsh, CPA Thu, 19 Jul 2018 10:22:52 +0000 randy a. fox 1018585 at https://mnpartners.pgdc.com CGNA: Chapter 6 - Life Insurance, Advanced - Part 2 of 3 https://mnpartners.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-2-3 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">We continue with advanced uses of life insurance in making charitable gifts.</span> <span class="read-more"><a href="/pgdc/cgna-chapter-6-life-insurance-advanced-part-2-3" title="Read the rest of CGNA: Chapter 6 - Life Insurance, Advanced - Part 2 of 3." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://mnpartners.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-2-3#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Tue, 17 Jul 2018 11:13:37 +0000 randy a. fox 1018550 at https://mnpartners.pgdc.com Community Foundations are key partners in achieving U.N. goals https://mnpartners.pgdc.com/pgdc/community-foundations-are-key-partners-achieving-un-goals <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">How Community Foundations help fill the UN's global agenda for improvement.</span></p> <div style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;"> <div class="m_3688382875931700240gmail_signature" data-smartmail="gmail_signature" dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr"> <div dir="ltr">&nbsp;</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/community-foundations-are-key-partners-achieving-un-goals" title="Read the rest of Community Foundations are key partners in achieving U.N. goals ." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"></div> https://mnpartners.pgdc.com/pgdc/community-foundations-are-key-partners-achieving-un-goals#comments General Tue, 17 Jul 2018 10:44:05 +0000 randy a. fox 1018549 at https://mnpartners.pgdc.com 7520 Rate for July Stable at 3.4% https://mnpartners.pgdc.com/pgdc/7520-rate-july-stable-34 <!--paging_filter--><p>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 July 2018 is 3.4%; same as June. <span class="read-more"><a href="/pgdc/7520-rate-july-stable-34" title="Read the rest of 7520 Rate for July Stable at 3.4%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> https://mnpartners.pgdc.com/pgdc/7520-rate-july-stable-34#comments Revenue Rulings Wed, 27 Jun 2018 13:39:04 +0000 melody.griffin 1018416 at https://mnpartners.pgdc.com CGNA: Chapter 6 - Life Insurance, Advanced - Part 1 of 3 https://mnpartners.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-1-3 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">We conclude our series on gifts of life insurance with more advanced ideas and explanations.</span> <span class="read-more"><a href="/pgdc/cgna-chapter-6-life-insurance-advanced-part-1-3" title="Read the rest of CGNA: Chapter 6 - Life Insurance, Advanced - Part 1 of 3." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://mnpartners.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-1-3#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 27 Jun 2018 13:33:23 +0000 randy a. fox 1018415 at https://mnpartners.pgdc.com