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Tools & Techniques of Charitable Planning
Tools & Techniques of Charitable Planning consists of the latest coverage on continued IRS scrutiny of tax-exempt organizations, continuing congressional reforms directed toward tax-exempt organizations, mounting number of restrictions directed toward charity owned life insurance (CHOLI), and prohibitions against tax-exempt organizations being involved in tax shelters—a knowledge base you will soon discover useful long after the first read. Features several new sample documents for Charitable Remainder Trusts to save you time and keep you in compliance. Life Insurance, PACE, and CFP® CE Filed. Broad coverage of charitable giving vehicles and Important Legislation Chapters to the top 12
416 pages, Kindle Edition
First published January 1, 2005
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