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Registered Rep.
March 18, 2014
Alan Lavine |
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction.   |
Fast Company
Alice Truong |
Airbnb Says It Will Pay Hotel Taxes In San Francisco Cooperating with local regulators, home rental website Airbnb has agreed to pay San Francisco's 14% hotel tax, a week after the company said it would begin collecting hotel taxes in Portland. |
Commercial Investment Real Estate
Mar/Apr 2014
Humphrey & Wynne |
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. |
Commercial Investment Real Estate
Mar/Apr 2014
Mary Stark Hood |
Cash Flow in Retirement: Reverse Mortgages or a Retained Life Estate This is the ninth article in a series on real estate gifting. Real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
AFP eWire
March 5, 2014 |
Limiting Charitable Deductions Is Not The Way to Position U.S. for the 21st Century A budget proposal that would cap all itemized deductions -- including the charitable deduction -- at 28 percent for certain taxpayers would hurt charities' ability to help our citizens prepare for the 21 st century. |
AFP eWire
February 28, 2014 |
Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code. |
Registered Rep.
January 23, 2014
Kevin McKinley |
Five Tax Strategies for the New Year Here are five tax strategies you should be talking about with your clients sooner rather than later. |
Commercial Investment Real Estate
Jan/Feb 2014
Mary Stark Hood |
Real Estate Gifting Realized: Donors, Charitable Organizations, Education, and Chapter Involvement Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Registered Rep.
November 8, 2013
Mark Miller |
Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients. |
AFP eWire
November 26, 2013 |
The Second Annual "Protect Giving Day" Invites You to Be the Charitable Deduction On Nov. 20, over 140 organizations participated in the Charitable Giving Coalition's Protect Giving - DC Day to continue the fight to preserve the full value of the charitable deduction |
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