For high-net-worth couples navigating divorce, philanthropic assets and endeavors often represent far more than their financial value. They embody shared legacies, deeply held values, and years of ...

If it sounds too good to be true, some financial advisers warn that it might be when it comes to donor-advised funds. Donor-advised funds, or DAFs, are like a charitable investment account that allows ...

Discover how a bargain sale to a charitable organization involves selling goods for less than fair market value, offering potential tax benefits.

Emily Karr and Susan Bock have joined Buchalter as corporate partners in its Portland office. “We are thrilled to welcome ...

Make a difference today and save on taxes. It is possible when you support Oxfam America through your IRA.

This article explains IRS Private Letter Rulings (PLRs), which offer tax guidance for specific situations but aren't binding. A favorable ruling helps clarify IRS stance, while an unfavorable one ...

An investor recently asked me about leaving a legacy for his fraternity. His initial thought was to create a trust at his death to hold funds from his IRA, with ...

This lets high earners contribute up to $72k to 401(k) plans and convert to tax-free Roth assets. Donor-advised funds and charitable trusts also reduce bills.

Learn about Charitable Remainder Unitrust (CRUT), its definition, pros, and cons. Discover how it can benefit you and your ...

Northwest Healthcare Properties Real Estate Investment Trust (TSX: NWH.UN) (the “REIT” or “Northwest”), a global investor and operator ...

MIT is family to Chuck Staples ’59. His father and brother were alumni, as is his grandson. His late wife, Katherine Maclaurin Staples, was the granddaughter of Richard C. Maclaurin, president of MIT ...

If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity ...