Category Archives: Charitable Giving
Holiday Greetings!
My very best wishes to you and your family for a Merry Christmas and a wonderful holiday season. I pray that your 2009 will be blessed and every day filled with love. Ronnie
Year-End Charitable Contribution Planning
The Internal Revenue Service recently offered tips for year-end charitable contributions. You may want to review these in order to get the expected tax benefit from your donations. An IRA owner, age 70-½ or over, can directly transfer tax-free up … Continue reading
Posted in Charitable Giving, Individual
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Additional Year-End Tax Planning Thoughts
As President-Elect Obama continues to name the members of his economic team, there seems to be a degree of optimism budding in the country that experienced leadership is coming to Washington. Our challenges are not over; these taxing times will … Continue reading
Posted in Business, Charitable Giving, Individual
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Gift Opportunity for Depressed Securities
With the meltdown and continued volatility in the financial markets comes a potentially favorable wealth transfer tax strategy. Lifetime gifts of stock and securities at depressed market values can transfer future appreciation out of your estate and to lower generations … Continue reading
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On the Presidential Candidates’ Tax Plans
I don’t get too concerned about proposed tax legislation until bills are introduced, debated, and actually get to a joint committee for resolution of differences. What we are hearing today is just rhetoric. Neither candidate will get all they are … Continue reading
