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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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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 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. |
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. |
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. |
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. |
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. |
The Motley Fool December 4, 2006 |
Giving Stock to Charity In addition to doing good, your donation can also nab you some tax benefits. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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 21, 2005 Roy Lewis |
Keep an Eye on Your Taxes Here are a few short items of general interest to many taxpayers. |
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. |
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. |
Registered Rep. March 1, 2008 Kevin McKinley |
Gimme A Break Tax breaks for charitable giving. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
Commercial Investment Real Estate Jan/Feb 2007 Mark L. Levine |
Appraisal Update New requirements for charitable deductions put appraisers at risk. |
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. |
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. |
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. |
The Motley Fool July 25, 2006 |
Be a Smart Charitable Donor Make the most of your hard-earned dollars -- even when giving them away. |
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. |
The Motley Fool December 7, 2006 Mary Dalrymple |
Give It All Away Some alternative ways to bestow your riches on a deserving charity. |
The Motley Fool November 12, 2004 Roy Lewis |
Charitable Donation Rules Are Changing The new tax act adds some complications to contribution requirements. |
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. |