March 2022 | Sharpe Group
Sharpe Blog

Archive for March, 2022

“If It Sounds Too Good To Be True … ”

You open up your iPhone and note an email from one of your supporters. He or she asks: “Is this advertisement legitimate?” The ad reads: Capital Gains Tax Eliminated CAPITAL GAINS tax legally eliminated on the Sale of Real Estate, Stocks, C-Corporations, S-Corporations, Livestock, Family Businesses and even if selling to family members without having …Read More

“I Thought This Would Be a Simple Way To Give”

Your organization has been named a payable on death beneficiary of an investment account valued at more than $1.2 million. Your supporter assures the chief development officer this arrangement will be a probate-free way to support the organization. What might possibly delay receipt of the gift? It turns out, a lot!! The recently decided case …Read More

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