Philanthropically-minded clients are often advised to consider establishing a charitable vehicle as apart of their overall estate or wealth-management plan. By default, many advisors recommend a donor advised fund (“DAF”)
Many tax-exempt organizations desire to construct clean energy initiatives on their property. What many tax-exempt organizations are not…
An ideal client for a dynasty trust is typically someone with substantial wealth and a desire to create a lasting financial legacy for their
The Corporate Transparency Act (“CTA”) is a new law that will require most of our clients to report information regarding their…
Giving Tuesday began in 2012 with a simple idea: a day dedicated to inspiring people to do good. Over the years, it has evolved into a…
Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations A “school of virtue” – that’s how…
California Assembly Bill 150 (“AB 150”) is the long awaited California “work around” to the federal income tax deduction limitation on…
Last Friday, February 5, in a 6-3 decision, the U.S. Supreme Court ordered the State of California not to enforce its ban on indoor worship
Imagine playing in a competitive game where you know your opponent’s basic strategies and operating procedures. That’s a nice advantage, and
Yesterday, the Internal Revenue Service (the “Service”) issued an EO Update bulletin, which addressed nine topics relevant to tax-exempt organizations. The first of those topics helped further clarify information contained
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