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Commercial Investment Real Estate Sep/Oct 2013 Mark Lee Levine |
Deduction Denied Good intentions do not replace a qualified appraisal. Recently the U.S. Tax Court determined that a taxpayer and his spouse, after making almost $20 million worth of charitable real estate gifts to qualified charitable recipients, could not take the $18.5 million tax deduction for the gifts. |
AFP eWire August 11, 2008 |
IRS Shares New Proposed Rules for Charitable Gift Deductions The IRS proposed new guidelines on Thursday, Aug. 7, that define its requirements for documenting the value of cash and noncash gifts submitted as tax deductible. |
AFP eWire September 8, 2009 |
Ten Tips for Taxpayers Making Charitable Donations Here are the top ten things the IRS wants every taxpayer to know before deducting charitable donations. |
AFP eWire November 21, 2005 |
U.S. Senate Passes Tax Reconciliation Bill Containing Giving Incentives and New Taxes on Certain Contributions In general, the Senate bill appears to be a mixed bag for the sector, containing a number of provisions that appear likely to boost charitable giving. |
OCC Bulletin December 26, 2000 |
Statement on Appraisal Standards for Federally Related Transactions An institution's internal controls must promote compliance with the OCC's appraisal regulation, the guidelines, and industry appraisal standards and ensure that the institution engages competent and ethical appraisers... |
AFP eWire September 6, 2005 |
Charity Reform: Overview of Finance Committee Giving Reform Proposals This month, the Senate Finance Committee is expected to finally introduce legislation that will dramatically affect numerous tax incentives for charitable giving. |
Bank Systems & Technology April 26, 2010 Matt Gunn |
Fraud Study Shows Importance of Competence, Ethics A new study indicating reports of mortgage fraud in the United States increased 7 percent from 2008 to 2009 shows why lenders need to hire competent, ethical appraisers. |
AFP eWire February 14, 2005 |
Congressional Committee Proposes New Limits on Charitable Deductions A new report by the Joint Committee on Taxation in Congress includes proposals to limit or eliminate certain types of deductions for charitable giving. |
Financial Planning September 1, 2008 Donald Jay Korn |
The Art of Appraisals A smart advisor will fill in an appraiser about the purpose of the evaluation at the time of the engagement. There's nothing wrong with indicating how the appraisal will be used. |
The Motley Fool August 18, 2006 Roy Lewis |
The Latest in Tax Laws Find out what new legislation means for your tax bill. Saver's credit made permanent... Non-spouse beneficiaries... etc. |
Investment Advisor October 2006 Susan Hartman |
Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc. |
The Motley Fool December 1, 2006 Roy Lewis |
Looking Back, Looking Forward Here are just a few of the many tax provisions recently signed into law. You still have time to take maximum advantage of those provisions put in place for 2006, and more than enough time to plan your taxes for 2007. |
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? |
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood |
Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests. |
Commercial Investment Real Estate May/Jun 2012 Rich Rosfelder |
The Valuation Trap Can appraisers avoid the pitfalls of today's market? |
Financial Advisor October 2004 Michael E. Kitces |
New IRS Guidance On Car Donations When IRS Publication 4303 is followed correctly, you (or the client you advise) can be confident in your tax deduction---and mistakes will virtually ensure that an IRS audit will be an even more unpleasant experience than it already is. |
AFP eWire May 6, 2004 |
Grassley Continues Investigation of In-Kind Donations The Senate Finance Committee is planning to conduct hearings over the summer regarding charitable donations of in-kind gifts, due to donors significantly over-inflating values in order to claim larger tax deductions. |
The Motley Fool December 22, 2006 Roy Lewis |
Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions. |
The Motley Fool December 31, 2004 Roy Lewis |
Ring In the Tax Changes! Here are just a few of the changes taking place for the 2004 and future tax years. Make sure that you know about all of them before even attempting to prepare your 2004 tax return. |
AFP eWire May 21, 2004 |
Gifts of Patents, Intellectual Property Under Congressional Microscope A provision in the JOBS (Jumpstart our Business Strength) Act, recently passed by the Senate, would limit a donor's deduction for gifts of intellectual property. |
The Motley Fool October 11, 2005 Dayana Yochim |
What's Your Stuff Worth? How do families who lost everything in disasters go about the process of getting their possessions appraised? Even if your valuables aren't in foreseeable harm's way, consider documenting the important items in your life that you would want to try to replace if they were to be destroyed. |
Financial Advisor May 2007 Ken Ziesenheim |
Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig. |
AFP eWire March 27, 2006 |
New Non-itemizer Deduction Penalizes Donors Who Itemize The non-itemizer deduction in the Senate-passed tax reconciliation bill contains an unprecedented floor for charitable contributions that effectively taxes donors who itemize their gifts. |
Inc. January 2006 Alison Stein Wellner |
Get the Number You Want The balance sheet doesn't tell the whole story. A successful valuation takes into account lots of intangibles - and they can add up. Here are five ways to boost the final figure. |
The Motley Fool October 31, 2006 Buz Livingston |
A Foolish Treat: Charitable IRA Rollovers No trick here -- treat yourself to tax savings when you donate from an IRA. |
The Motley Fool August 11, 2006 Dan Caplinger |
Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives. |
AFP eWire October 17, 2005 |
President Signs Katrina Giving Measures The president has signed into law new charitable giving provisions as part of a Hurricane Katrina tax package designed to encourage giving both to relief organizations and charities overall. |
The Motley Fool March 4, 2005 Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
AFP eWire February 28, 2014 |
Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code. |
AFP eWire April 22, 2015 |
AFP Submits Comments to Senate on Tax Reform, Charitable Incentives Comments were offered to the Individual Income Tax and Business Income Tax Working Groups of the Senate Finance Committee, calling on the Senate to keep the charitable deduction in its current form. |
The Motley Fool December 10, 2004 Roy Lewis |
Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works. |
AFP eWire May 7, 2013 |
Taxation Committee Releases List of Reform Proposals for Charities, Philanthropy The IRA Rollover, the non-itemizer deduction and the conversion of the charitable deduction into a tax credit are just some of the proposals included in the Joint Committee on Taxation's report on the House Ways and Means Committee's Tax Reform Working Groups. |
AFP eWire March 28, 2005 |
U.S. Congress Introduces Legislation to Allow Deductions for Artistic Donations Reps. Benjamin L. Cardin (D-Md.) and Jim Ramstad (R-Minn.) have introduced the Artists Contribution to American Heritage Act of 2005 (H.R. 1120) that would allow donors to deduct the fair market value for charitable contributions of any literary, musical, artistic or scholarly composition. |
The Motley Fool January 13, 2006 Roy Lewis |
Tax Changes for 2005 Save yourself tax-time hassles -- note these changes before you file: Charitable contributions... Definition of "child"... Clean-fuel vehicles... Standard mileage rates... Clean-fuel vehicles... Standard mileage rates... etc. |
The Motley Fool February 27, 2004 Roy Lewis |
Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance. |
The Motley Fool November 17, 2006 Roy Lewis |
Charitable Contributions, Beware! Be aware of the changes ahead regarding charitable contributions. Giving to charity is the right thing to do, and it benefits society as a whole. Don't stop donating just because Congress has ratcheted up the reporting requirements. |
On Wall Street November 1, 2009 Darwell & Landres |
Donating an Art Collection Can Be a Challenge Although charitable donations of artwork may give rise to substantial tax benefits, collectors and advisors should be cognizant that the IRS does not treat all donations equally for tax purposes. |
The Motley Fool March 3, 2006 Roy Lewis |
Save Tax Dollars Now! There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Here's how to spot the deductions and credits most taxpayers miss. |
The Motley Fool December 15, 2006 Roy Lewis |
A Holiday Gift for Taxpayers Congress has some seasonal tax goodies for you. Here are the highlights. |
Financial Advisor May 2012 Thomas M. Kostigen |
Art Is For The Living Leaving art to charity helps avoid big tax payments to the the IRS. |
AFP eWire October 18, 2011 |
Take Action Today to Oppose Any Tax Reforms That Would Harm Charitable Giving! The Senate Finance Committee held a hearing regarding the charitable deduction and discussed alternatives to the current itemized deduction. |
BusinessWeek June 14, 2004 |
What's Your House Really Worth? (extended) Here are some Web sites that can help you figure out the value of your home |
AFP eWire July 8, 2015 |
Senate Working Groups Highlight Charitable Giving Incentives in Tax Reform "Exploration" Charitable giving incentives, including the IRA Rollover Provision, were featured prominently in the reports of the Senate Finance Committee working groups that identified key areas for future consideration during the tax reform debate. |
AFP eWire December 19, 2005 |
House Passes Tax Reconciliation Bill Without Charitable Giving Incentives or Reforms The House approved H.R. 4297, the Tax Relief Extension Reconciliation Act of 2005, by a vote of 234 -- 197 without any of the charitable giving incentives found in the Senate approved companion legislation. However, there does appear to be some negotiating room for the future. |
The Motley Fool October 21, 2005 Roy Lewis |
Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works. |
The Motley Fool October 31, 2007 Dan Caplinger |
It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving. |
The Motley Fool April 27, 2007 Dan Caplinger |
Appraisal Nightmares on Main Street If a low appraisal jeopardizes your real estate deal, don't panic. See if your lender will obtain a second appraisal. |
Commercial Investment Real Estate Jan/Feb 2004 William C. Harvey II |
Is the Price Right? Learning how appraisers value unique properties helps brokers better advise their clients. |
AFP eWire November 8, 2011 |
Take Action-- Write to Your Member of Congress Take action today to urge your Members of Congress to oppose any tax reforms that would harm charitable giving. |
The Motley Fool July 19, 2006 Dayana Yochim |
Are You Stashing Cash in the Attic? Whether you're looking to insure your belongings or sell them on an episode of "Cash in the Attic," you first have to determine the worth of your beloved object. |