General

Bulk operations
Rated
We continue with gifts of agricultural assets at a higher degree of difficulty and more than a grain of truth.
5
12 Apr 2018 | General | National Publication | Article
Help make a BIG difference while you increase your business
It's national financial literacy month and we are a proud supporter of the cause.
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We begin exploration of gifts of agricultural assets. There is a "grain of truth in all of this...."
5
3 Apr 2018 | General | National Publication | News story
News around the web points to many subtle shifts in why and how we give.
0
We come to the end of our advanced undertaking of gifts of pass-through entities.
0
21 Mar 2018 | General | National Publication | News story
Talking about philanthropy from around the web. The story changes and stays the same.
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An even more in-depth look into the gifting opportunities of pass-through entities.

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

5
14 Mar 2018 | General | National Publication | News story
The new tax law starting to sink in and we're starting to figure it out.
0
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...
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An Expert's view of the gifting of pass through entities follows.
 
0
6 Mar 2018 | General | National Publication | News story
Even billionaires need philanthropic advice, and more interesting tidbits...
0
2 Mar 2018 | General | National Publication | News story

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

0
A deeper dive into pass through entities: LLCs, LPs LLPs. The beat goes on.
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Next up: Gifts of LLC, LP and other pass through entities.
 
0
Continuing with S Corp stock, we move to the advanced planning aspects.
3
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.
3.166665
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.
3
We continue our deep look at the challenge of gifts S Corporations.
3
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.
...
3
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