Sharpe Blog

Archive for December, 2014

Posted December 19th, 2014

Pres. Signs 2014 Tax Increase Prevention Act

We have just received word (12/19/14, 5:45pm CT) that President Obama has signed H.R. 5771, the Tax Increase Prevention Act, extending the charitable IRA rollover for 2014. Click here for detailed info on this extension. Sharpe’s consultants have created language intended to communicate these changes to your donors. Click here for that language.    

Posted December 19th, 2014

December 19 IRA Rollover Update

H.R. 5771, the Tax Increase Prevention Act of 2014, which includes the retroactive extension of a variety of expired tax provisions, has been passed by Congress (see earlier blog post for info) and is currently awaiting the President’s signature as of 12/19/14, 5:20pm CT. While it is anticipated that President Obama will indeed sign the bill,… read more

Posted December 17th, 2014

December 17 IRA Rollover Update

On December 16 Congress passed  H.R. 5771, the Tax Increase Prevention Act of 2014, which includes the retroactive extension of a variety of expired tax provisions. This is expected to be signed by the President and enacted into law. Included is the IRA Rollover provision allowing individuals age 70½ and older to make direct transfers from traditional and… read more

Posted December 12th, 2014

2014 Charitable IRA Update

For those interested in the current status of IRA gift opportunities, this update is intended as a source of information and ideas for donors and advisors to consider as they make charitable gift plans for the remainder of this year. As of December 12, 2014 Congress had not as yet determined if individuals will be… read more

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