Avoiding the Inversion Tax Bomb: Finding Shelter in a Donor Advised Fund
Submitted by American Endowment Foundation on December 10th, 2014By Eric Kinaitis
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By Eric Kinaitis
By Eric Kinaitis
Purchasing life insurance for estate liquidity reasons has been a standard practice for many years. However, with the proper structure, life insurance can help create a zero-tax estate plan by gifting the policy into a donor advised fund. This helps a donor achieve charitable good greater than the more common method of gifting either cash or marketable securities.
We are pleased to offer this recent article from "Accounting Today."
By Eric Kinaitis
By Eric Kinaitis
As the end of the year approaches, how well do your clients’ know their personal “tax landscape?”
By Eric Kinaitis
Bequests are a common form of charitable giving. In 2013, charitable bequests made by individuals totaled over $26 Billion.
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Estate planning can be regarded as a difficult task. It can also be regarded as unpleasant; pondering on our own eventual demise is usually not a topic that most of us want to think about. However, it is an important responsibility that we owe to our families and the people and causes that we care about.
By Eric Kinaitis
If your client has an interest in putting more structure and planning into their charitable giving, they may consider creating a private foundation. However, before they head down that road, you and your client should consider some of the following issues.
Written by Eric Kinaitis
Depending on your clients’ circumstances, there are five instances where a donor advised fund can serve as a tax reduction tool. However, before we delve into those specifics, let's provide a clear definition: