by Julia L. Cronin Many of our clients are first generation wealth builders with a passionate commitment to providing funds for the education of family members and pride in their ability to...
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2022 has once again provided such an opportunity. How long this...
In June 2021, Senators King (I-Maine) and Grassley (R-Iowa) introduced the bipartisan Accelerating Charitable Efforts (ACE) Act. If enacted, this proposed legislation would modify the charitable...
Must charities and non-profit organizations disclose the names and addresses of major donors? (A “major donor” is one who contributes more than $5,000 or 2% of the charity’s annual donations.)...