Assets

Bulk operations
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As we get into the substance of the book we begin to explore the bread thanks to the potential of non cash assets in all forms.

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As we dig further in to Bryan Clontz's book, we explore the scope of the opportiunity of non cash assets. So much wealth is concentrated there it makes perfect sense to understand them and how to monetize them effectively.
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We dig deeper into understanding how to make the best use of the rich material found in "Charitable Gifts of Non-Cash Assets".
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We are pleased to begin our series that will ultimately publish the entire content of Charitable Gifts of Noncash Assets. Noncash assets represent a tremendous opportunity for both advisors and charities but they are, by their very nature, complex. This...

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Lou Diamond concludes his analysis of the use of charitable planning combined with  ESOPs.
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Attorney Lou Diamond explains Employee Stock Ownership Plans (ESOP)s and how they may integrate with several charitable solutions.
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An interview on gifts of tangible personal property with art expert Laurence Zale.

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New author, Rick Pendykoski, examines the various gift opportunities with individual retirement accounts.

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I interview Kimm Dodaro of the Walter Joseph Group, LLC on the gifting of real estate assets.
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Charles Rounds takes us deep into a case which appears to change the way we need to look at IRA accounts.
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29 Sep 2015 | Real Property | National Publication, David Wheeler Newman | Article | 1 comments
David Wheeler Newman provides a complete and thorough treatise on gifts of real property.
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Richard Fox explores recent cases to clarify our understanding of the deductibility of the donation of various types of easements.
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In this final installment of the series, we'll build further on the case study in Part III by considering some important planning points regarding the donation of an...

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In the third part of his series, Dennis Walsh will walk through a case study to examine what the valuation and tax effect of the donation of an intellectual property asset can look like in practice.

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In the second installment on his review of the donation of Intellectual Property, Dennis Walsh digs more deeply into issues of valuation.

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A great summary of the IRA rollover rules and history provided by PGDC contributor David Wheeler Newman.

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Dennis Walsh examines the challenging subject of gifts of intellectual property.

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Contributing author Bryan Clontz explores the implications of gifts of  Bitcoin and other virtual currencies.

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The IRA charitable rollover provision expired last year but could be reinstated retroactively, raising uncertainity in planning for 2014 IRA distributions.

The Charitable IRA has been a popular, albeit elusive planning tool. Nothing has changed currently. The option has still not been renewed by the IRS and uncertainty remains as to whether it will be. This makes planning a real challenge. Richard Fox offers cautionary...

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Charitable auctions have stood the test of time as a great way to leverage our consumption oriented culture for the benefit of philanthropic activities.  While auctions have been traditionally held in connection with special events, in more recent years online...

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Recent activity

Donation of Intellectual Property: What Does It Look Like? - Part 4

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