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Case Study: Using a Deferred CGA to Increase Income
Thursday, March 6, 2014
By using a Deferred Charitable Gift Annuity, the Donor is able to defer capital gain taxes, diversify her portfolio, and increase her lifetime cash flow for retirement. The Donor also shifts investment risk to the charity while creating a legacy to support causes that are meaningful to her.
FY 2015 Presidential Budget Proposal Again Restricts the Charitable Deduction
Wednesday, March 5, 2014
The Obama Administration yesterday released its fiscal year 2015 budget proposal, again featuring a percentage cap on itemized deductions and thus a limit to the charitable income tax deduction.
Revocations and Rejections
Tuesday, March 4, 2014
Among this week's release of private letter rulings were two rejection letters, PLRs 201409012 and 201409013, and one revocation, PLR 201409014, previously issued as PLR 201351025.