Month: November 2023
New IRS Proposed Regs Target Donor-Advised Funds
They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.
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Thinking Ahead – A Wise Approach to Special Needs Trusts
Draft estate planning documents with flexibility to account for a future diagnosis.
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A Taxpayer Victory for Americans Living Abroad
Federal court finds foreign tax credit can offset net investment income tax.
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Wealth Advisors: Stop Asking ‘What?’ and Start Asking ‘Why?’
Money is personal. Wealth management should be as well.
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Is That Really the Bargain Price?
In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation.
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10 Midweek Must Reads for Real Estate Investors (Nov. 29, 2023)
Steven Schwarzman indicated Blackstone will be looking at real estate buying opportunities for data centers, warehouses and student housing across Europe, reported Bloomberg. CoStar warned that investors shouldn’t expect commercial real estate prices to bottom out in the near future.
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Tax-Wise Charitable Remainder Trust Planning
Getting it right; fixing up the other guy’s mistakes.
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