Donor-Advised Funds The Bunching Strategy for Charitable Giving Since the 2017 Trump tax cuts, you may have seen tax experts and financial advisors…Jeff ZysikMarch 17, 2022
Current Events The Good and the Bad – Build Back Better Act Individual Income and Estate & Gift Tax Provisions On November 3rd, the House of Representative’s Committee on Rules completed mark-up of the Build…Jeff ZysikNovember 4, 2021
Current Events Did We Dodge a (Tax) Bullet? The House Ways and Means committee has finally marked-up and released legislative text to amend…Jeff ZysikSeptember 15, 2021
Donor-Advised FundsPhilanthropyTax & Estate Planning Is This the Second Year You Pay No Federal Income Tax? For High-Income Taxpayers, Probably Not As we discussed in an article published on this site last year, the CARES Act…Jeff ZysikAugust 26, 2021
Current EventsStrategic GivingTax & Estate Planning Biden’s Tax Proposals: Countering Techniques and Vehicles for Givers While we have yet to see a written, formal, proposal, the Biden campaign floated a…Jeff ZysikMarch 4, 2021
Current EventsTax & Estate Planning No Income Tax Liability for 2020: Make Sure You Consider the Economics As discussed in my recent post, the CAREs Act included a provision allowing an individual…Jeff ZysikDecember 14, 2020
Strategic GivingTax & Estate Planning Charitable Lead Annuity Trusts for Income Tax Planning? If you are familiar with charitable remainder trusts, charitable lead annuity trusts, in many respects,…Jeff ZysikDecember 8, 2020
Current EventsTax & Estate Planning The CARES Act: Is This the Year You Pay No Federal Income Tax? COVID-19 has been a tragedy and a disaster. I can’t say any real good has…Jeff ZysikNovember 24, 2020
Donor-Advised FundsStrategic GivingTax & Estate Planning Consider Tax Savings with a Donor-Advised Account This Year Establishing a donor-advised account helps donors facilitate and simplify year-end giving. And, because DAF accounts…Jeff ZysikOctober 27, 2020
Donor-Advised FundsStrategic GivingTax & Estate Planning Private Foundation Rollovers: So You’re Sick of Your Foundation? You are excited about philanthropy. You have a charitable mission. You have plenty of charitable…Jeff ZysikJuly 20, 2020