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Market Commentary
Reflections on a Changing Investment Environment
In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may be better served by stepping back, assessing risk...
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Different Ways to Give
Philanthropy is top-of-mind for many of our clients during the holiday season. In this theme, we are pleased to republish an article that Ken Dike, ou...
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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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