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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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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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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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Institutions
Philanthropy from the Donor’s Perspective
Many of our clients are either active philanthropists or seeking opportunities to positively impact their communities. If you are considering contribu...
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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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