Posts Tagged ‘Private Client Services’
Donor-Advised Funds vs. Private Foundations for Charitable Giving: What Is Right for You?
At a glance: Schedule a consultation today to learn more The full story: Charitably-minded individuals and families with significant wealth have several strategies and vehicles at their disposal for achieving their philanthropic goals. Two of the most popular options among this cohort are donor-advised funds (DAFs) and private foundations. Both options offer unique benefits and…
Read MoreFinal regulations issued on controversial 10-year rule for Inherited IRAs
At a glance: Schedule a consultation Full story The IRS issued long-awaited final T.D. 10001 regulations on July 18, 2024, largely maintaining the proposed 10-year distribution rule for the inherited IRAs. While the final regulations generally follow the proposed regulations, =, the rules are also applicable for required minimum distributions (RMDs) from qualified plans; Sec.…
Read More