The California Department of Insurance has changed the way gift annuity reserves are calculated. The required reserve for gift annuities received afte...Read More
Application of the 3.8% Medicare Tax on Investment Income to Distributions from Charitable Remainder Trusts and Gift Annuities
The "Health Care and Education Reconciliation Act of 2010," which amended the "Affordable Care Act," created a 3.8% tax on net investment income recei...Read More
Conference Call: "Asset Allocation and Diversification: Investment Manager Research and Due Diligence"