The Tools & Techniques of Charitable Planning, 3rd Edition
eBook - ePub
No longer available |Learn more

The Tools & Techniques of Charitable Planning, 3rd Edition

Stephan R. Leimberg , Jim Allen

Share book
  1. 400 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub
No longer available |Learn more

The Tools & Techniques of Charitable Planning, 3rd Edition

Stephan R. Leimberg , Jim Allen

Book details
Table of contents
Citations

About This Book

Tools & Techniques of Charitable Planning consists of the latest coverage on continued IRS scrutiny of tax-exempt organizations, continuing congressional reforms directed toward tax-exempt organizations, mounting number of restrictions directed toward charity owned life insurance (CHOLI), and prohibitions against tax-exempt organizations being involved in tax shelters—a knowledge base you will soon discover useful long after the first read. Features several new sample documents for Charitable Remainder Trusts to save you time and keep you in compliance. Life Insurance, PACE, and CFP® CE Filed. Broad coverage of charitable giving vehicles and techniques: •Income rules & limits in easy-to-understand language •Emphasis on critical valuation uses & potential ethical pitfalls •Charitable giving software & technology issues •Private versus community foundations •Charitable annuities, trusts, funds, & life insurance Important Legislation Covers: •Conservation/ Façade easements •Clothing/Household item donations •Auto-enrollment into 401(k) plans permitted •Increased exempt organization reporting •Overvaluation penalties •Recapture of unrelated use tangible personal property gifts •Gifts of fractional interests in tangible personal property •Appraisal forms •Charitable IRA rollovers •Private foundation reforms •S Corporation contributions •Donor-advised fund reforms •Excise Taxes •CRT reporting •Charitable Trust Distribution Final Regulations •Final Regulations defining "Trust Income" (CRUTs/pooled income funds) Chapters to feature: the top 12 •Charitable Remainder Unitrusts •Income Percentage Limits •Gifts of Property •Partial Interest Rules •Charitable Giving Using Life Insurance •Ethical Issues in Charitable Planning •Charitable Lead Trusts •Donor Advised Funds •Bargain Sale Transactions •Pooled Income Funds •Private Foundations •Testamentary Gifts

Frequently asked questions

How do I cancel my subscription?
Simply head over to the account section in settings and click on “Cancel Subscription” - it’s as simple as that. After you cancel, your membership will stay active for the remainder of the time you’ve paid for. Learn more here.
Can/how do I download books?
At the moment all of our mobile-responsive ePub books are available to download via the app. Most of our PDFs are also available to download and we're working on making the final remaining ones downloadable now. Learn more here.
What is the difference between the pricing plans?
Both plans give you full access to the library and all of Perlego’s features. The only differences are the price and subscription period: With the annual plan you’ll save around 30% compared to 12 months on the monthly plan.
What is Perlego?
We are an online textbook subscription service, where you can get access to an entire online library for less than the price of a single book per month. With over 1 million books across 1000+ topics, we’ve got you covered! Learn more here.
Do you support text-to-speech?
Look out for the read-aloud symbol on your next book to see if you can listen to it. The read-aloud tool reads text aloud for you, highlighting the text as it is being read. You can pause it, speed it up and slow it down. Learn more here.
Is The Tools & Techniques of Charitable Planning, 3rd Edition an online PDF/ePUB?
Yes, you can access The Tools & Techniques of Charitable Planning, 3rd Edition by Stephan R. Leimberg , Jim Allen in PDF and/or ePUB format, as well as other popular books in Betriebswirtschaft & Versicherung. We have over one million books available in our catalogue for you to explore.

Information

Publisher
The National Underwriter Company
Year
2014
ISBN
9781939829955
Topic
Betriebswirtschaft
Subtopic
Versicherung

Table of contents