Charitable Remainder Trusts and Charitable Lead Trusts

CRTs and CLTs: Charitable Giving Combination Trusts

With charitable giving becoming popular as part of estate and/or retirement planning, here is an overview of the most popular charitable/retirement (Estate) combination Trusts. I think most of us want to know our retirement is appropriately funded before supporting a charitable cause. This requires solid CPA calculations based on numerous assumptions, including local . . . → Read More: Charitable Remainder Trusts and Charitable Lead Trusts

Accountant Advice on Schedule A, IRS Form 1040 Charitible Donations

Call Us for Help in Proactively Structuring Major Charitable Giving

In my opinion, many charitable institutions prey on the elderly through misleading mail solicitations. The barrage of high pressure requests can be overwhelming, confusing, and ultimately decreases the joy of giving.

Sometimes unrequested gifts like address labels, bracelets, pens, etc. are used to instill a sense of . . . → Read More: Accountant Advice on Schedule A, IRS Form 1040 Charitible Donations

Valuing Art for Charitable Giving or Estate Purposes: IRS Schedule A

A Wilmington NC CPA discusses art valuation for the IRS. If you'd like a free initial consult, please call us at (910) 399-2705.

The IRS states that in 2006, individual tax payers claimed itemized deductions (for charitable giving) on 147,896 items of art valued at $1.22 Billion. That’s a lot of art work and these stats . . . → Read More: Valuing Art for Charitable Giving or Estate Purposes: IRS Schedule A

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