Year-end is at hand. With year-end comes year-end tax planning, including your last chance to…
Jeff ZysikDecember 7, 2016
In Part I of this series, I briefly described charitable remainder trusts (CRTs) and their…
Jeff ZysikJune 24, 2016
A charitable remainder trust (CRT) is an excellent charitable giving and income tax planning tool.…
Jeff ZysikMay 20, 2016
Occasionally, one of our clients will come to us concerned about the itemized deduction phase-out,…
Jeff ZysikMarch 3, 2016
Last week, Congress passed and the President signed a $622 billion “tax extenders” bill. One…
Jeff ZysikDecember 21, 2015
Charitable lead trusts (CLTs) can be structured in a wide variety of ways. As a…
Jeff ZysikJune 15, 2015