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Long Day’s Journey into Night

Two features define the current economic and financial market backdrop. The first and most obvious is the significant increase in government involvement in both areas. Second, and as a direct result o...
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Institutions Manage Wealth

Goodbye to the Stretch-IRA and Hello to Testamentary Charitable Gift Annuities and Testamentary Charitable Remainder Trusts

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, an...
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Institutions Manage Wealth

Planned Giving Tools for Meeting Your Philanthropic Goals

"Planned giving" is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infre...
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Manage Wealth

Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017

We can only either spend or save the income we receive. And, since you can’t take it with you, income that is initially “saved” must eventually be “sp...
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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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