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Archive for January, 2006

Planning Matters

Posted January 1st, 2006

One of the major lessons learned from KETRA legislation last fall is the importance of the 30% and 50% limitations on charitable deductions for federal income tax purposes. Every year, hundreds of thousands of individual taxpayers reach these limits and report many billions of dollars in carry-forward deductions. For instance, IRS reports for the 2003 …Read More

Will Planned Giving Die with the Estate Tax?

Posted January 1st, 2006

On January 1, 2006, ongoing changes in federal estate tax laws will usher in a new era in charitable gift planning. Whether donors are considering a gift in the form of a bequest through a will, the remainder of a retirement plan, a gift of life insurance proceeds, or other means, estate tax considerations will …Read More

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