


by Greg Bates | Mar 23, 2020 | Business Planning, Charitable Planning
Charitable planning in advance of the sale of a closely held business sounds like an effective way to minimize income taxes. The business owner donates stock to a charitable organization or to a charitable trust and receives a full fair market value (FMV) deduction...by Greg Bates | Oct 3, 2019 | Charitable Planning, Estate Planning
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. • Private letter ruling approves CLAT with term of years determined by formula—In PLR 201933007 (April 22, 2019), the Internal Revenue Service approved a...Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
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