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IRA Charitable Rollover - A Gold Mine with a Trap

IRA charitable rollovers are now a permanent part of the tax law. There is at least one little known caveat that you must be aware of in order to protect your clients and donors from adverse consequences.

 
 
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posted on 21 Aug 2018 | Foundations | National Publication, Dennis Walsh, CPA | Article
Spotlighting an overlooked tool of personal philanthropy
Private operating foundations are a little understood and under utilized planning tool. Dennis Walsh provides great insight and useful information.  
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posted on 9 Feb 2018 | Income Tax , | Regulations | National Publication, Dennis Walsh, CPA | Article | 3 comments
New code section 199A is confusing and complex and offers many planning opportunities once it is understood. Dennis Walsh helps clarify with great insight into some of the many considerations we face...
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posted on 16 Jan 2018 | Income Tax | National Publication, Dennis Walsh, CPA | Article
Among the sweeping reforms passed in the new tax law are dramatic changes to the reporting of Unrelated Business Taxable Income (UBTI). Dennis Walsh clarifies the new rules. Donors and charities be...
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Great insight into the reporting responsibilities of charities as well as the advisor's role in analyzing the potential viability of a donor's gift.
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An interesting case teaches us important lessons about gifts with restrictions.
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Dennis Walsh brings us up to date on the status of proposed reporting and accounting requirements for non profits. A must read for all and a call to action to help shape the future of the sector.
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posted on 12 Jan 2016 | Forms and Instructions | National Publication, Dennis Walsh, CPA | Article | 3 comments
Dennis Walsh analyzes a recent report and findings on the 1023 EZ, and it isn't good news.
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posted on 13 Oct 2015 | Governance | National Publication, Dennis Walsh, CPA | Article
There are more than 1 million nonprofits in the United States, and more than 70% of these entities receive annual support of less than $200,000.  Philanthropic advisors play an important role in...
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posted on 8 Jan 2015 | Intangible Personal Property | National Publication, Dennis Walsh, CPA | Article | 2 comments
In this final installment of the series, we'll build further on the case study in Part III by considering some important planning points regarding the donation of an intellectual property asset, for...
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In the third part of his series, Dennis Walsh will walk through a case study to examine what the valuation and tax effect of the donation of an intellectual property asset can look like in practice.
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In the second installment on his review of the donation of Intellectual Property, Dennis Walsh digs more deeply into issues of valuation.
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Dennis Walsh examines the challenging subject of gifts of intellectual property.
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Charitable auctions have stood the test of time as a great way to leverage our consumption oriented culture for the benefit of philanthropic activities.  While auctions have been traditionally...
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posted on 2 Jul 2014 | General | National Publication, Dennis Walsh, CPA | Article
After many months, the IRS has now released a simplified version of the form 1023, known as the 1023-EZ. This form is meant to streamline the process by which smaller non-profits seek exempt status.
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posted on 1 Oct 2013 | Income Tax | National Publication, Dennis Walsh, CPA | Article
Since 2010 the Patient Protection and Affordable Care Act (PPACA) has enabled many small employers that provide health insurance coverage for their employees have been eligible to claim a tax credit...
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