by Robert Shafis | Oct 23, 2023 | Estate Giving, estate planning, Planned Giving, Tax Planning | Donor Conversation, Planned giving, Planning
A big change is scheduled for the United States estate tax code. It is set to begin in 2026. Now, you may be wondering why we’re even talking about this. After all, it’s only 2023. Surely you don’t need to think about a tax code change that won’t take effect for a...
by Richard Perry and Jeff Schreifels | Dec 8, 2014 | Bull Market, Capital Gains, IRA, Stocks, Tax Planning, Year-end Giving | Giving, Major Gifts, Uncategorized
When the market goes up, especially at the end of a calendar/tax year, MGOs need to move into action – reminding their donors that now is the time to make some decisions that affect the tax implications of their market gains. There is little doubt that many donors who...