This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.
Resources tagged as: "Foundation Tax Strategies" Clear
Learn about several strategies private foundations can employ to reduce their tax liability and preserve the value of their endowments.
A guide by Foundation Source with step-by-step instructions and formulas for calculating a private foundation’s annual 5% distribution requirement.
There are circumstances in which donations of real estate to a private foundation make sense, both for the foundation and the donor, as outlined in this article.
If you are charitably minded, but would like more control over your charitable contributions and want your charitable impact to extend past your death, setting up a private foundation can be an important part of your estate planning.
The allowable income-tax deduction for a gift to a qualifying charitable organization depends on a number of different factors, as […]
How these charitable vehicles can work together.
Maximize your foundation’s tax savings and minimize its exposure on the 990-PF.
Conduit elections allow foundations to get a fair-market-value deduction for contributions of appreciated, long-term capital assets.
This article provides details on the elimination of a special provision colloquially known as the “tipping rules.”