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Archive for July, 2001

Planning Matters

Posted July 1st, 2001

The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) made a number of significant changes in the way that estate and gift taxes are applied. Until the recent changes were enacted, federal tax law had, since 1976, approached gift and estate taxes on a ‘unified’ basis. This meant that the same rates of …Read More

What Gift Planners and Donors Are Saying About New Tax Law

Posted July 1st, 2001

With the Economic Growth and Tax Relief Reconciliation Act of 2001 now in effect, many are wondering just what impact this new tax law will have on charitable giving in America. Give & Take decided to ask a panel of experienced gift planners and board members/donors to share their thoughts on the tax law changes. …Read More

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