thought leadership archive

Gift of Appreciated Stock Results in Unexpected (and Onerous) Assignment of Income

More About Contributions of Commercial Annuity Contract

IRS Approves Gift Annuity With Elective Starting Date

IRS Relief For Charitable Donors

Back to the Basics

Building Flexibility Into Lead Trusts

Enforcement of Charitable Pledges

Enforcement of Charitable Pledges: The Sequel

California AMT Warning

Audits From Hell No Longer Hot

Donor Bill of Rights

Legislative Proposals Affecting Charitable Contributions