Finance News
Classifying An Asset for Charitable Purposes
It’s not enough to show that it isn’t held as an investment or to produce income.
By NB
Sep 20, 2023
A Different Kind of Philanthropy
How IRC Section 501(c)(4) organizations can help clients meet their goals.
By NB
Sep 20, 2023
Payday Mayday–Compensation Rules for Private Foundations and Public Charities
Avoiding excise taxes before it’s too late.
By NB
Sep 20, 2023
Defining a Philanthropic Legacy Through Donor Intent
A critical step in the giving process.
By NB
Sep 20, 2023