The Power of Leveraging the Charitable Remainder Trust - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Power of Leveraging the Charitable Remainder Trust write by Daniel Nigito. This book was released on 2009-09-28. The Power of Leveraging the Charitable Remainder Trust available in PDF, EPUB and Kindle. A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.
The Power of Leveraging the Charitable Remainder Trust
The Power of Leveraging the Charitable Remainder Trust - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Power of Leveraging the Charitable Remainder Trust write by Daniel Nigito. This book was released on 2009-09-15. The Power of Leveraging the Charitable Remainder Trust available in PDF, EPUB and Kindle. A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.
Harnessing the Power of the Charitable Remainder Trust - 8th
Harnessing the Power of the Charitable Remainder Trust - 8th - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Harnessing the Power of the Charitable Remainder Trust - 8th write by Marc Hoffman. This book was released on 2010-04-20. Harnessing the Power of the Charitable Remainder Trust - 8th available in PDF, EPUB and Kindle. Harnessing the Power of the Charitable Remainder Trust is the definitive learning guide and must have reference for planned giving specialists and professional advisers interested in the design, implementation, and operation of one of the most widely used and flexible charitable gift planning vehicles in use today. Written by Marc D. Hoffman, this fully annotated 348-page treatise contains numerous case studies, examples, code and regulations, and sample documents designed to help the reader understand the legal framework, practical application, design variables and their effect on donors, income recipients, and charitable remaindermen.
Charitable Remainder Trusts
Charitable Remainder Trusts - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Charitable Remainder Trusts write by Peter J. Fagan. This book was released on 1996. Charitable Remainder Trusts available in PDF, EPUB and Kindle. Over the next 30 years, somewhere between eight to ten trillion dollars of assets are going to pass from the generation over 55 to the next generation. The size of this inter-generational transfer is unparalleled in the history of the world. Creative solutions to the impact of estate taxes on the assets being transferred have to be found. One area where a financial advisor can help clients is in gaining an understanding of the positive effects of charitable giving and charitable trusts on estate planning. In Charitable Remainder Trusts, author Peter Fagan outlines information that enables people to make clear decisions about the distribution of their wealth. This book guides the reader through an in-depth look at one of the best strategies for reducing income and estate taxes while benefiting society.
Managing Foundations and Charitable Trusts
Managing Foundations and Charitable Trusts - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Managing Foundations and Charitable Trusts write by Roger D. Silk. This book was released on 2011-06-09. Managing Foundations and Charitable Trusts available in PDF, EPUB and Kindle. The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.
