In This Issue:

Featured Article - What's Hot Now - Charitable Lead Trusts in a Low Interest Rate Environment

Technical - Charitable Lead Trust - Part 1 - CLTs and Discount Planning

Fundamentals - Charitable Lead Trusts - Part 1

Solicitations Corner - Hawaii Adopts Registration Requirement Starting March 1, 2009

In This Issue:

Solicitations Corner - Myth Buster - So you mean schools must register in states other than the state in which it resides!

Technical - Charitable Lead Trusts - Part 2 - CLUT v CLAT; Inter Vivos v Testamentary CLT; Ghoul CLT

Fundamentals - Charitable Lead Trusts - Part 2

Some Happenings -
Jon on Radio Show
Maryland adopts UPMIFA
Maryland adopts pet trust
IRS Dirty Dozen

In This Issue:

Hot Topic - Gold as a Hot Topic Today

Technical - Charitable Contribution Deduction - Part 1 - Income Tax Issues (& Gold)

Fundamentals - How Does a Donor Own Gold?

Solicitations Corner & Some Happenings -
Misleading request for form filings
Income tax deduction challenged for a gift to private foundation
Margin debt on UBI
Proposed Regulations issued on Type III Supporting Organizations

In This Issue:

Featured Article - Really? ... Estate Tax Repeal - What's Next for Charitable Gift Planning

Technical - Charitable Contribution Deduction - Part 2 - Income Tax Issues (& Gold)

Fundamentals - Charitable Lead Trust - Part 3

Solicitations Corner & Some Happenings -
Small Charities Last Chance to Avoid Revocation
MD Adopts Jointly-Owned Property Creditor Protection & Revocable Trust
MD Adopts New Uniform Power of Attorney Act
The Effect of the Economy On the Nonprofit Sector

In This Issue:

Announcing G3 - Get Good Governance

Featured Article - Charitable Lead Trust in 2012 - Same As It Ever Was ... But Better! (Part 1)

Fundamentals - Nonprofit Governance (Part 1)

Some Happenings -
Tax provisions in Obama 2013 Budget
April 26, 2012 Hearing on Expiring Tax Provisions
Nonprofit Governance - Lois Lerner, IRS Director, Exempt Organizations, Speaks Out

In This Issue:

Video Vignette - Conflict of Interest Policy

Fundamentals - Nonprofit Governance (Part 2) - Why nonprofits Need Good Governance

Some Happenings -
IRS Proposed Regulation on Reporting of Charitable Donations
Charitable Solicitations Laws - Courts Rule on Disclosure of Schedule B of Form 990

In This Issue:

Video Vignette - The Role and Responsibility of a Fiduciary of a Charitable Organization

Fundamentals - Changes to Federal, Maryland and District of Columbia estate, gift & GST tax laws, and some planning tips

Some Happenings -
UPDATE - IRS Withdraws Proposed Regulations on Alternative Reporting of Charitable Donations
UPDATE - Compliance with Charitable Solicitations Laws - Courts Rule on Disclosure of Un-redacted Schedule B of IRS Form 990

In This Issue:

Video Vignettes -
• The Importance of Creating Gift Acceptance Guidelines and Policies for a Charitable Organization
• Very brief, but effective, description of a charity's mission statement.

Fundamentals - Nonexempt Charitable Trust - Issues & Answers - Part I

Some Happenings -
• In 2019, Jonathan became a member of the Editorial Board of the national publication, Planned Giving Today.
• Asset Protection for a Married Couple - Investment & Brokerage Accounts

In This Issue:

Video Vignette -
• Charity Endowment - Types & Purposes

Fundamentals - Nonexempt Charitable Trust - Issues & Answers - Part II - Some Solutions

Some Happenings -
• The Shoe Keeps Dropping on the District of Columbia Estate Tax 'Zero Bracket Amount'
• Probate v Nonprobate Property