Financial Strategies
A quarterly online publication for:
- attorneys,
- accountants,
- trust officers,
- insurance advisors,
- investment counselors, and
- financial planners.
It is designed to keep philanthropic planners up-to-date on
developments in estate planning as they relate to testamentary and lifetime plans of support of qualified charities.
| Summer 2008 |
- ACGA Board Recommends Reduction
in Maximum Gift Annuity Rates
- Impact of New Rates
- Proposed Regulations
Issued on Effect of UBTI
on CRTs
Read More  |
| Spring 2008 |
- Falling Interest Rates Impact Charitable Planning
- Falling Rates: The Domino Effect
- Rate Cut Winners
Read More  |
| Fall 2007 |
- Year-End Charitable-Planning Strategies
- Your Gain Doesn't Have to Be Your Loss
- Charitable Planning in a High-Income Year
- Last Chance for Tax-Free Rollover of IRA Funds
Read More  |
| Spring 2007 |
- IRS Approves Endowment-Related Investments by CRTs
- Lead Trust UBTI Ruling Frozen
- The Tax Relief Act of 2001-Impact on Estate and Gift Planning
- Bill Extends, Expands IRA Charitable Rollover
- IRS Announces 2007 "Dirty Dozen"
Read More  |
| Winter 2007 |
- Using IRA Funds to Fund Pecuniary Legacies: IRS Memorandum Raises New Questions
Read More  |
| Fall 2004 |
- IRS Says Charity Should Not Begin at Home for Organization's Founder and Family
Read More  |

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