Many of our clients bring to our attention 529 plans that they have set-up for the benefit of their children or grandchildren. The plans get their name from Section 529 of the Internal Revenue Code and are more commonly referred…
There are lots of ways to give to your favorite charity - you could send a check, change the beneficiary on a life insurance policy, sponsor an event, or donate some tangible personal property, just to name a few. However, one technique that has been around since 2006 that some people are unfamiliar with is an IRA Charitable Rollover.
To many, the words tax-exempt are synonymous with churches and synagogues. However, there is much more to these words than meets the eye. In fact, the structural variations of tax-exempt organizations are so numerous that the IRS had to come…