Tag: Charitable Gift Annuity

November 2019 Roundup for Professional Advisors

| by TSDF
elderly couple meeting with a professional advisor
In our roundup for professional advisors, we explore IRA and 401(k) contribution limits for 2020, reasons to update estate plans, and inheritance size. Read below to stay in-the-know on industry news.

October 2019 Roundup for Professional Advisors

| by TSDF
elderly couple meeting with a professional advisor
In our roundup for professional advisors, we explore charitable IRA and bequests, the different types of property and its impact on estate plans, as well as how to adjust your tax withholding. Read below to stay in-the-know on industry news.

June 2019 Roundup for Professional Advisors

| by TSDF
Your address can impact your taxes when it comes to real estate, asset distribution and more. (Chula Vista Bayfront Park)
In our roundup for professional advisors, we explore charitable gift annuity, scams to beware of during tax season, gifts of real estate and more. Read below to stay in-the-know on industry news.

April 2019 Roundup for Professional Advisors

| by TSDF
Woman in a car.
In our roundup for professional advisors, we explore charitable gift annuity, scams to beware of during tax season, gifts of real estate and more. Read below to stay in-the-know on industry news.

September 2017 Roundup for Professional Advisors

| by TSDF
Blended Gifts
In our roundup for professional advisors, we explore double charitable trust-unitrusts, joint tenancy with right of survivorship and “blended gifts” for donors. Stay in-the-know on industry news.