Charities

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

Published September 7, 2017

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)

Posted in Advanced Estate Planning, Charitable Planning, Charitable Trusts, Charities, Estate & Gift Tax Planning, Estate and Gift Tax, Estate Planning, Life Insurance Trusts, Tax Planning, Trusts

Will Donor Advised Funds be Limited in Future?

Published June 24, 2015

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 →

Posted in Charitable Planning, Charities, Donor Advised Funds, Estate and Gift Tax, Income Tax, Income Tax Planning, Tax Planning

Tax-Exempt Status for First Church of Cannabis

Published June 22, 2015

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.

Posted in Charitable Planning, Charities, Donor Advised Funds, Income Tax, Tax Planning

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

Will Donor Advised Funds be Limited in Future?

Tax-Exempt Status for First Church of Cannabis

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