Sharpe Blog

Archive for January, 2019

Posted January 25th, 2019

Who is a “Qualified Appraiser”?

 A Qualified Appraiser is an individual who is qualified to prepare a qualified appraisal of a given asset that is donated. The starting point in thinking about all this is the asset. The appraiser needs to meet certain education and experience requirements with respect to the particular type of asset. Lots of time, there’s no… read more

Posted January 7th, 2019

A Gift Planning Problem… and its Solution

Dora, aged 80, wants to provide her disabled niece, Fredda, with a fixed life income, maybe an income that will increase by a certain amount if Fredda lives to a certain age. Fredda is aged 50 and has a shortened projected lifespan because of her disability. Nonetheless, Fredda’s doctor says Fredda could live to age… read more

Site Search

Archives

Cart

Sharpe Group Blog