Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques. (Recorded on 9/14/2016)

Will Donor Advised Funds be Limited in Future?

In late February 2014, Representative Dave Camp (R-Mich.) proposed tax reform legislation including a requirement that all donations to a Donor Advised Fund be paid out within five years of their contribution, or 20 percent a year. There are also efforts to cap all deductions.  Rep. Paul RYan,… Continue reading

Tax-Exempt Status for First Church of Cannabis

Really?  On the one hand, marijuana remains classified at a Schedule 1 Drug under the federal Controlled Substances Act. At the same time, the IRS has granted tax-exempt status to a church that embraces pot as its sacrament.



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