An Estate Planning Disaster AvertedOct 1, 2002By Roy M. Adams Last month we discussed the benefits of limited partnerships and limited liability companies as estate planning tools. This month we will look at the... Charitable Trusts: Doing Good While Avoiding the Tax ManAug 1, 2002By Pamela J. Black Charitable remainder trusts come in a variety of flavors. Does a client need a straight-up CRT or the one that Jackie O. made famous? Here's what you need to know.... Mutual Funds: A Less Taxing ChoiceAug 1, 2002By Stan Luxenberg Charitable gift funds let investors donate money to good causes-and cut their tax bills.... Special Report-Charitable Giving: Making More by Giving MoreAug 1, 2002By Pamela J. Black Giving away money is becoming a big business, a $160-billion business. Someone has to help manage all that money. Perhaps you?... Mutual Funds: New Rules Don't Make Choices Less TaxingApr 1, 2002By Stan Luxenberg The SEC requires more disclosure of after-tax returns, but the data can be confusing.... |
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In This Issue: May 2012
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