Allan* found professional success in real estate. He credited that success to many factors, but…
Peter LipsettAugust 19, 2016
In Part I of this series, I briefly described charitable remainder trusts (CRTs) and their…
Jeff ZysikJune 24, 2016
A charitable remainder trust (CRT) is an excellent charitable giving and income tax planning tool.…
Jeff ZysikMay 20, 2016
You’ve surely seen this trope play out on most any sit-com tv show you’ve watched.…
Peter LipsettApril 19, 2016
Do you ever wish you had your own private foundation? A private foundation can make…
Peter LipsettMarch 24, 2016
Occasionally, one of our clients will come to us concerned about the itemized deduction phase-out,…
Jeff ZysikMarch 3, 2016
Last week, Congress passed and the President signed a $622 billion “tax extenders” bill. One…
Jeff ZysikDecember 21, 2015
What if you could enjoy many of a private foundation’s benefits for how you manage…
DonorsTrustNovember 19, 2015
This morning’s Wealth Management section of the Wall Street Journal features a short-but-helpful look at…
Peter LipsettNovember 2, 2015
