Charitable Remainder Annuity Trusts (CRATs)
Nov 27, 2024
What is a Charitable Remainder Annuity Trust (CRAT)? A CRAT is a type of Charitable Remainder Trust (CRT), and is specifically designed to provide a steady income to one or…
Exploring the Three Types of Charitable Remainder Trusts (CRTs): SCRUTs,…
Nov 27, 2024
Key Differences among CRTs Charitable Remainder Trusts (CRTs) are powerful tools for charitable giving, philanthropy and financial planning, offering individuals a way to secure income, avoid capital gains taxes, and…
Alert! Beneficial Ownership Reporting for Foreign Companies Doing Business in…
Nov 24, 2024
As 2024 draws to a close, the beneficial ownership information reporting deadline is looming fast for existing reporting companies. This requirement was imposed by the Corporate Transparency Act (CTA) that…
Income Tax Limits on Charitable Deductions
Nov 18, 2024
Understanding Income Tax Limits on Charitable Deductions Income Tax Limits Table Recipient Organization Type of Gift Deduction Limit Valuation Public Charities, Donor-Advised Funds, Private Operating Foundations (50% Orgs) Cash 60%…
Operating vs Non-Operating Foundations
Nov 18, 2024
Private Operating Foundations vs. Non-Operating Foundations: Key Differences for Philanthropic Success In the world of charitable giving strategies, private foundations offer individuals and families a unique opportunity to create a…
Rules Regarding Public Charities
Nov 18, 2024
One of the main distinctions the IRS has established that distinguishes public charities from private foundations, is the broad base of support from the public that is required to establish…
Understanding California Private Retirement Plans
Nov 12, 2024
When someone has, through hard work and good fortune, built up substantial assets, the threat of losing a substantial chunk of it to creditors or as the result of a…
Asset Protection: Safeguarding Your Investments Against the Threat of Lawsuits
Oct 01, 2024
Diversification of investments is typically thought of as the best strategy to grow wealth and protect an individual’s holdings from the vagaries of the economy. Real estate in particular has…
International Estate Planning
Aug 13, 2024
In an interconnected world where professional and personal opportunities more and more often result in people having family, property, and interests all over the globe, the question of how to…
Are You Selling Your Business?
Jul 19, 2024
Whether you’re nearing retirement, ready to cash out, or seeking to exit a challenging situation, the process requires meticulous planning and execution. Selling a business is a multifaceted journey involving…
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