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Private Foundations vs Donor Advised Funds Chart
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”)
Inflation Reduction Act | How the Inflation Reduction Act can benefit tax-exempt organizations
Many tax-exempt organizations desire to construct clean energy initiatives on their property. What many tax-exempt organizations are not…
Preserving Your Client’s Legacy with a Dynasty Trust
An ideal client for a dynasty trust is typically someone with substantial wealth and a desire to create a lasting financial legacy for their
Corporate Transparency Act
The Corporate Transparency Act (“CTA”) is a new law that will require most of our clients to report information regarding their…
Giving Tuesday | A Catalyst for Good Since 2012
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…
Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations A “school of virtue” – that’s how…
AB 150 – What is it and what does it do?
California Assembly Bill 150 (“AB 150”) is the long awaited California “work around” to the federal income tax deduction limitation on…
Supreme Court Orders California to Permit Indoor Worship Services
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
IRS Audit Targets
Imagine playing in a competitive game where you know your opponent’s basic strategies and operating procedures. That’s a nice advantage, and
IRS Issues EO Update Bulletin Announcing COVID-19 Relief Extension to Form 990-Series Returns
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
