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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. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Daniels, Leibell & Prince
Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
September 1, 2009
Martin Shenkman
Ingenious Ways to Keep Giving When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. But today, you need to show clients that with a little ingenuity, they can still give generously. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2009
Martin M. Shenkman
Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances. mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2011
Chase V. Magnuson
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
June 4, 2007
Lynn O'Shaughnessy
Keeping Your Collection Off eBay A little planning can make a big difference for your heirs and your treasures. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 4, 2006
Giving Stock to Charity In addition to doing good, your donation can also nab you some tax benefits. mark for My Articles similar articles
The Motley Fool
December 15, 2006
Mary Dalrymple
Give Widely, Give Wisely Some new rules to keep in mind while donating your money and goods. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Tracy Byrnes
The Hard Conversation Charitable giving can be a great tool for managing a client's taxable income, when used effectively. But before anything good can happen, advisors need to solve the communication problems. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2010
Matthew F. Erskine
The Collector's Dilemma Planners and advisors need to learn how to recognize when their clients have reached the tipping point between investor and collector. mark for My Articles similar articles
The Motley Fool
June 24, 2005
Roy Lewis
Stricter Rules for Vehicle Donations For those of you considering donating a car, boat, or airplane to charity, you might want to make sure that you're aware of the new rules regarding such donations. mark for My Articles similar articles
AFP eWire
April 28, 2008
Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts. mark for My Articles similar articles
On Wall Street
December 1, 2010
Matthew F. Erskine
Be Mindful Of Your Clients' Tax Wishes This Season Accountants, financial planners, attorneys and investment managers, are busying themselves with the changes (or lack thereof) to the income, estate and gift tax codes beginning January 1, 2011. mark for My Articles similar articles
Registered Rep.
December 21, 2011
Charles Paikert
How HNW Charitable Giving Is Changing The giving season is here, but what's being given, at least by philanthropic-minded high-net-worth clients, is changing. mark for My Articles similar articles
AFP eWire
March 10, 2008
Study Shows Half of Art Donations Overvalued Half of all art donations audited over the last 20 years by the Internal Revenue Service have been appraised at nearly double their actual value. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 21, 2005
Roy Lewis
Keep an Eye on Your Taxes Here are a few short items of general interest to many taxpayers. mark for My Articles similar articles
The Motley Fool
February 23, 2007
Roy Lewis
The Electronic IRS The IRS has made great strides in recent years in updating its website to make paying taxes easier. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Janet Arrowood
The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Kevin McKinley
Gimme A Break Tax breaks for charitable giving. mark for My Articles similar articles
The Motley Fool
September 28, 2006
Dan Caplinger
Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve. mark for My Articles similar articles
Investment Advisor
May 2007
Les Witmer
For Tax Exempts, Big Tax Changes As filing season winds down this month, tax practitioners (and financial advisors who work with practitioners on behalf of their clients) can breathe easier, but only for a moment. The Pension Protection Act prompts new IRS filing requirements. mark for My Articles similar articles
Registered Rep.
June 2, 2015
Carol Kroch
Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications. mark for My Articles similar articles
The Motley Fool
March 19, 2007
Mary Dalrymple
Cut Your Taxes With Good Deeds Know the tax rules for how to cash in when you give away your stuff. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2013
Mary Stark Hood
Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2014
Mary Stark Hood
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 4, 2004
Roy Lewis
Sell or Donate That Clunker? Is your old car worth more to you as a tax deduction? mark for My Articles similar articles
Entrepreneur
December 2009
Rosalind Resnick
What a Little Giving Can Get You In the spirit of the season, our gift to you: 4 ways to give a little - and get a little back. mark for My Articles similar articles
The Motley Fool
September 28, 2006
Dan Caplinger
How to Form a Non-Profit Organization Take care of the legal technicalities involved in setting up your own charity. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2007
Mark L. Levine
Appraisal Update New requirements for charitable deductions put appraisers at risk. mark for My Articles similar articles
The Motley Fool
February 1, 2007
Dan Caplinger
IRS Attacks "Charitable" Cheats A few bad apples can spoil everyone's good tax benefits. That said, some taxpayers' tendency to squeeze every dime they can from available deductions is unfortunate. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. mark for My Articles similar articles
Financial Advisor
September 2005
Raymond Fazzi
The Art Of Financial Planning And Investing Planning And Investing Rather than manipulate art as an investment, observers say advisors could better serve their clients by establishing what they have in terms of collections, the value of the items and, if possible, the cost basis. mark for My Articles similar articles
The Motley Fool
July 25, 2006
Be a Smart Charitable Donor Make the most of your hard-earned dollars -- even when giving them away. mark for My Articles similar articles
Search Engine Watch
June 21, 2005
Chris Sherman
The Louvre's New Masterpiece The Louvre's web site has long been a treasure trove for art lovers, but the site's recent relaunch has moved the museum's online presence into a class of its own. mark for My Articles similar articles
The Motley Fool
December 7, 2006
Mary Dalrymple
Give It All Away Some alternative ways to bestow your riches on a deserving charity. mark for My Articles similar articles
The Motley Fool
November 12, 2004
Roy Lewis
Charitable Donation Rules Are Changing The new tax act adds some complications to contribution requirements. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2012
Mary Stark Hood
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations. mark for My Articles similar articles