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Especially over the last few years as social consciousness has increased, many of your clients have no doubt become more interested in how they can make a difference through their philanthropic activities, whether those activities include giving to favorite charities, volunteering, serving on boards of directors, purchasing products that support a cause, and respecting a sustainable environment.
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Unlike Babe Ruth, candidates running for office are typically vague when indicating their future plans. However, during the 2020 election campaign, Joe Biden boldly announced that if he won, he would enact tax policies that resulted in “the rich” paying more. Biden took office in January 2021 and, much like Ruth’s called shot, began to issue executive orders and introduce legislation to further his agenda. In direct opposition to President Trump’s tax cuts in 2017, the Biden Administration released details of the American Families Plan.
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We all know what a charitable organization is. But in this issue of Charitable Giving, Back to Basics: A Look at Charitable Organizations, we delve deeper into the differences between various types of charities—differences that impact the advisability and deductibility of gifts.
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Have you ever heard of a barndominium? This custom-home concept uses the space available in a barn framework to provide endless and unique modifications designed to fit very particular needs and wants.
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We all feel stress—traffic, deadlines, family obligations... Financial and estate planning presents a stressful challenge too, particularly for clients who wish to make a charitable gift, but are reluctant to relinquish control of their assets during life.
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