IRS Rules on Gift Tax Issues Regarding Irrevocable Trust

Dawn S. Markowitz

The transfer of property wasn’t complete In a recent private letter ruling, the IRS addressed five issues related to an irrevocable trust, which a grantor created for his benefit and for the benefit of permissible beneficiaries.

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Improper Payments by Private Foundations

Patricia Beauregard

As Donald Trump learned the hard way, the consequences can be costly. Failing to comply with strict regulations is risky business and can land both the foundation and its managers in hot water.

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IRS Delays Deadline for Filing Basis Reporting Statements

Anna Sulkin

The disclosure requirement is proving to be problematic.

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Mitigating the Death of the Stretch IRA

James Lange

Here are two promising solutions using tax-free income that your clients can act on before the stretch goes away.

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Understanding Prohibited Investments of Charities and Charitable Trusts

Learn what every wealth management professional and charitable entity must understand about permissable, taxable, unwise and prohibited investments for charitable organizations and charitable trusts.

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