Year: 2015

The eleventh hour no more. For several years, Congress would pass legislation in December for that same tax year – and it would be signed into law by the President – extending a tax provision allowing individuals over 70½ to …

Are you 70½? IRA Charitable Contributions are now Permanent Read More »

It was 1996. That was the last year that not-for-profit and faith-based organizations had no reporting obligation to the IRS. The onus was on the citizenry for reporting on contributions. If you were audited, you needed your cancelled checks and …

THE IRS WANTS YOU TO….. Read More »

Whenever I write about health insurance, I always seem to tell this story. Several years ago, within a six-month period, both my wife and daughter had their appendix removed. I thought there might be something in the water. Anytime I …

Health Insurance: It’s Crazy!! Read More »

World events in recent weeks have once again made many of us sensitive to issues of security. Paris, Mali, Colorado Springs. It is sad, but tragic events like what we have recently experienced will no doubt happen again. The world …

Security: Should We Be Alarmists? Read More »

I have been writing about different strategies for the end of year. I thought it best to actually include draft copy that you can use in either email or letter format. I would suggest sending this out in the middle …

End of Year: Something Practical Read More »

Thanksgiving is 2 weeks away and Hanukkah is soon to follow. Not a good time to be on a diet! Here are 5 ideas of things you plan for now to ensure that December is a great month for cash …

December Cash: 5 Ideas Read More »

Stuff happens. We all know it. Many of us have had a car accident. Or maybe the pipes in your house froze when the heat went out. Car accidents and the things that can go wrong at your home are …

Insurance: The Cost of Doing Business Read More »

“Wealth Transfer” is a common term in planned giving. Back in the 1990s, we were talking about wealth transfer from, as Tom Brokaw wrote about, “The Greatest Generation” – those who experienced World War II to Baby Boomers, the post …

Baby Boomers: Don’t Forget Me! Read More »

It always seems that death happens in threes. My mother once told me this. When someone passes away, there will be a couple other people who you know or know of who pass away within a few days. She wasn’t …

Bequests: Please Ask Read More »

A couple of weeks ago, “Strategic Directions for Jewish Life: A Call to Action” (“A Call to Action”) was published in EJewishphilanthropy.com. We all know that there are tremendous challenges for the American Jewish community. Many Christian denominations today in …

What About Me? Read More »