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The Great Unwind

Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPhone supplanted the Blackberry as the mobile phone t...
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Manage Wealth

Yearend Charitable Giving Tax Planning

As we approach yearend, charitable gift planning becomes more crucial as the deadline for making a current year gift draws near. The year of the gift ...
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Institutions

California-Required Gift Annuity Reserves Change in Assumptions

The California Department of Insurance has changed the way gift annuity reserves are calculated. The required reserve for gift annuities received afte...
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Institutions

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...
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Manage Wealth

Year-end Charitable Giving Considerations

As we approach the end of 2014, there are several charitable deduction issues to consider, a few of which will be discussed in this article. First, as...
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Institutions

2013 Tax Rates and Charitable Giving

Beginning in 2013, changes in the tax code increased the tax benefits of charitable giving by raising the tax rates assessed "high-income" taxpayers.
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