Posted on February 1st, 2023.

If you’re claiming an income tax deduction for a contribution to charity of a capital asset worth more than $5k, other than publicly-traded securities, you will need to support your claim with an appraisal.

And not just an…

Posted on January 30, 2023.

Recent rising interest rates and longer table life expectancies will shift values as between "income" and remainder interests in split interest trusts and charitable gift annuities, altering the tax incentives for these "plan…