https://cicf.pgdc.com/pgdc/feed/146 en IRS and Other News from Around the Web https://cicf.pgdc.com/pgdc/irs-and-other-news-around-web-94 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: Arial, Helvetica, sans-serif; font-size: small; background-color: rgb(255, 255, 255);">Insights and opinions from this week's web.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/irs-and-other-news-around-web-94" title="Read the rest of IRS and Other News from Around the Web." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"></div> https://cicf.pgdc.com/pgdc/irs-and-other-news-around-web-94#comments General Thu, 01 Nov 2018 18:13:58 +0000 randy a. fox 1019330 at https://cicf.pgdc.com CGNA: Chapter 7 - Tangible Property, Advanced - Part 1 of 2 https://cicf.pgdc.com/pgdc/cgna-chapter-7-tangible-property-advanced-part-1-2 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: Arial, Helvetica, sans-serif; font-size: small; background-color: rgb(255, 255, 255);">Tangible property is complex from a gifting perspective. Here we present thorough analysis of the important rules.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/cgna-chapter-7-tangible-property-advanced-part-1-2" title="Read the rest of CGNA: Chapter 7 - Tangible Property, Advanced - Part 1 of 2." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://cicf.pgdc.com/pgdc/cgna-chapter-7-tangible-property-advanced-part-1-2#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 17 Oct 2018 15:21:41 +0000 randy a. fox 1019246 at https://cicf.pgdc.com 7520 Rate for October Stable at 3.4% https://cicf.pgdc.com/pgdc/7520-rate-october-stable-34 <!--paging_filter--><p>For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for October 2018 is 3.4%; same as September. <span class="read-more"><a href="/pgdc/7520-rate-october-stable-34" title="Read the rest of 7520 Rate for October Stable at 3.4%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> https://cicf.pgdc.com/pgdc/7520-rate-october-stable-34#comments Revenue Rulings Fri, 28 Sep 2018 12:24:33 +0000 melody.griffin 1019145 at https://cicf.pgdc.com CGNA: Chapter 7 - Tangible Property, Quick Take-Aways and Intermediate https://cicf.pgdc.com/pgdc/cgna-chapter-7-tangible-property-quick-take-aways-and-intermediate <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">We begin the exploration of gifts of tangible personal property. This is an exciting and challenging area of giving with many distinct rules but with many opportunities for creative planning as well.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/cgna-chapter-7-tangible-property-quick-take-aways-and-intermediate" title="Read the rest of CGNA: Chapter 7 - Tangible Property, Quick Take-Aways and Intermediate." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://cicf.pgdc.com/pgdc/cgna-chapter-7-tangible-property-quick-take-aways-and-intermediate#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 19 Sep 2018 12:57:15 +0000 randy a. fox 1019048 at https://cicf.pgdc.com Donor-advised funds - Powerful giving tool needs sharpening https://cicf.pgdc.com/pgdc/donor-advised-funds-powerful-giving-tool-needs-sharpening <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">The growing popularity of Donor Advised Funds has caused scrutiny and criticism of this simple tool. Bruce Deboskey takes a closer look at some of the critical elements.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/donor-advised-funds-powerful-giving-tool-needs-sharpening" title="Read the rest of Donor-advised funds - Powerful giving tool needs sharpening." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bruce-deboskey">Bruce DeBoskey, Philanthropic Strategist</a></li> </ul></div> https://cicf.pgdc.com/pgdc/donor-advised-funds-powerful-giving-tool-needs-sharpening#comments Donor Advised Fund Bruce DeBoskey, Philanthropic Strategist Wed, 19 Sep 2018 11:06:43 +0000 randy a. fox 1019046 at https://cicf.pgdc.com IRS and Other News from Around the Web https://cicf.pgdc.com/pgdc/irs-and-other-news-around-web-93 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">More and more, the web offers philanthropy's stories and insights.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/irs-and-other-news-around-web-93" title="Read the rest of IRS and Other News from Around the Web." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"></div> https://cicf.pgdc.com/pgdc/irs-and-other-news-around-web-93#comments General Wed, 19 Sep 2018 10:55:16 +0000 randy a. fox 1019045 at https://cicf.pgdc.com 7520 Rate for September Stable at 3.4% https://cicf.pgdc.com/pgdc/7520-rate-september-stable-34 <!--paging_filter--><p>For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for September 2018 is 3.4%; same as August. <span class="read-more"><a href="/pgdc/7520-rate-september-stable-34" title="Read the rest of 7520 Rate for September Stable at 3.4%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> https://cicf.pgdc.com/pgdc/7520-rate-september-stable-34#comments Revenue Rulings Sat, 01 Sep 2018 04:00:00 +0000 melody.griffin 1019047 at https://cicf.pgdc.com CGNA: Chapter 6 - Life Insurance, Advanced - Part 3 of 3 https://cicf.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-3-3 <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">We finish the chapter on Gifts of Life Insurance with more advanced concepts.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/cgna-chapter-6-life-insurance-advanced-part-3-3" title="Read the rest of CGNA: Chapter 6 - Life Insurance, Advanced - Part 3 of 3." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> https://cicf.pgdc.com/pgdc/cgna-chapter-6-life-insurance-advanced-part-3-3#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Tue, 21 Aug 2018 14:53:32 +0000 randy a. fox 1018856 at https://cicf.pgdc.com Coherent Philanthropy: Six lessons for families https://cicf.pgdc.com/pgdc/coherent-philanthropy-six-lessons-families <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">Author Bruce illustrates ways to make our giving cohesive and in alignment with ourselves, our values and our family system.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/coherent-philanthropy-six-lessons-families" title="Read the rest of Coherent Philanthropy: Six lessons for families." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bruce-deboskey">Bruce DeBoskey, Philanthropic Strategist</a></li> </ul></div> https://cicf.pgdc.com/pgdc/coherent-philanthropy-six-lessons-families#comments Values-Based Bruce DeBoskey, Philanthropic Strategist Tue, 21 Aug 2018 14:22:17 +0000 randy a. fox 1018855 at https://cicf.pgdc.com Demystifying the Private Operating Foundation https://cicf.pgdc.com/pgdc/demystifying-private-operating-foundation <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8px; background-color: rgb(255, 255, 255);">Private operating foundations are a little understood and under utilized planning tool. Dennis Walsh provides great insight and useful information.</span></p> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/demystifying-private-operating-foundation" title="Read the rest of Demystifying the Private Operating Foundation." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Spotlighting an overlooked tool of personal philanthropy </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/dennis-walsh-cpa">Dennis Walsh, CPA</a></li> </ul></div> https://cicf.pgdc.com/pgdc/demystifying-private-operating-foundation#comments Foundations Dennis Walsh, CPA Tue, 21 Aug 2018 13:42:48 +0000 randy a. fox 1018851 at https://cicf.pgdc.com