Author Archives: Jeff Zysik

Jeff Zysik

About Jeff Zysik

Jeff Zysik is COO and CFO at DonorsTrust. He is an attorney and accountant with fifteen years of tax planning experience, focusing primarily on sophisticated estate and income tax concepts. Before joining DonorsTrust, he was managing-director and co-founder of Charitable Entity Administration, LLC (CEA).
Individual Retirement Accounts (IRAs) and Donor- Advised Funds

Individual Retirement Accounts (IRAs) and Donor- Advised Funds

Last week, Congress passed and the President signed a $622 billion “tax extenders” bill. One of this year’s biggest surprises was Congress’ willingness to permanently enact a number of tax breaks that, in previous years, were annually sunset for budgetary reasons.

Several now-permanent provisions relate to charitable giving. Perhaps the one receiving the most attention allows for qualified charitable distributions …

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Charitable Vehicles: Charitable Lead Trusts

Charitable Vehicles: Charitable Lead Trusts

Charitable lead trusts (CLTs) can be structured in a wide variety of ways.  As a result, they are one of the more complex estate planning tools available.  When well-structured to meet your individual estate plan, a CLT may significantly reduce your estate tax liability, while simultaneously benefiting a valued charity (or charities) for a number of years during your lifetime.  …

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