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International Charitable Giving
April 26th, 2013
One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i…
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International Charitable Giving
April 5th, 2013
One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i…
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The Complexity of Gift Valuations in Ann Arbor
February 20th, 2013
…Good intentions do not guarantee a charitable contribution deduction. By failing to properly account and document the contribution, however, the IRS and Tax Court [could] disallow the deduction. You may think that being eligible for the charitable…
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A Gift You Cannot Return in Ann Arbor
February 7th, 2013
The Brooklyn Museum seemed to have garnered a bonanza in 1932 when it received a large bequest from the estate of Col. Michael Friedsam, president of the elegant retail emporium B. Altman. But eight decades later … the museum potentially faces a he…
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Location Inflation: Where You Live Determines Your Health Care Costs in Ann Arbor
February 1st, 2013
Inpatient hospital prices in Los Angeles average 149% of Medicare rates; in Richmond, Va., those rates are 192% of Medicare's prices, according to CSHSC. Ever noticed how prices of certain items can be more or less depending on where you buy the…
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Deduction Limitations Impact Wealthy Donors in Ann Arbor
January 30th, 2013
While most people are fixated on tax rate increases adding to their income tax bill in 2013 and beyond, very few people are aware that the Pease limitation reinstatement can add to their income tax bills by phasing out some key itemized deductions. A…
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International Charitable Giving in Ann Arbor
January 28th, 2013
One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i…
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A Gift You Cannot Return in Ann Arbor
January 25th, 2013
The Brooklyn Museum seemed to have garnered a bonanza in 1932 when it received a large bequest from the estate of Col. Michael Friedsam, president of the elegant retail emporium B. Altman. But eight decades later … the museum potentially faces a he…
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There is Still Time to Make Your IRA Gift to Charity in Ann Arbor
January 18th, 2013
Unless an IRA is a Roth, the account owner must take yearly minimum required distributions starting at age 70½ and pay tax on the withdrawals. With the charitable IRA rollover, as it is called, the donation can count against the minimum required dis…
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A Fiscal Cliffhanger: The Federal Estate and Gift Tax is Holding On in Ann Arbor
January 17th, 2013
Now that the fiscal cliff has been averted — at least temporarily – there is widespread confusion about the effect on estate planning of the 11th hour tax law passed by the Senate on New Year’s Eve, and by the House of Representatives one day l…
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