Tag Archives: tax law attorney
Tis The Season For Charitable Gifting: Options Include Charitable Trusts, Private Foundations & Donor-Advised Funds
Seasons greetings! With the holidays upon us, along with the looming end of the tax year, our thoughts have turned to charitable gifting as a way to help those in need, by diverting a portion of potential tax payments to … Continue reading
Posted in Charitable Planning, Estate Planning, Tax Law, Trusts & Estates
Tagged 2011 tax year, arms length, brokerage account, capital gains tax attorney, capital gains taxes, Certified Public Account, Charitable Gifting, charitable giving, Charitable Lead Trust, charitable organization, charitable planning attorney, Charitable Remainder Trust, Charitable Trust, charitable trust fund, Charitable Trusts, Charitable Unit Trust, Charles Schwab, Connie Yi, direct donation, Direct Gift, Donor-Advised Fund, Donor-Advised Funds, Donor-Advised Funds Guide Sheet, fair market value, financial records, IRS, IRS.gov, KDOW, letter of confirmation, Life Cycle of a Private Foundation, non-profit, not-for-profit organization, Office of the Attorney General, Pleasanton, Private Foundation, Private Foundations, San Francisco, San Francisco Bay Area, San Jose, San Mateo, self dealing, stock ownership, tax calculations, tax filing, Tax Information for Charities, tax law attorney, The Law Offices of Connie Yi, transfer ownership, trustee, Vangaurd
Leave a comment
Special Needs Trusts for Children and Elderly Require Careful Estate Planning and Long-Term Financial Considerations
As a part of our recent focus on trusts and estates, the topic of our most recent radio program on Saturday afternoon was Special Needs Trusts, which are becoming a much more frequent part of family estate plans. We covered … Continue reading
Posted in Estate Planning, Estate Tax, Family Law, Tax Law, Trust Administration, Trusts & Estates, Uncategorized
Tagged 4th-quarter taxes, About.com, alcohol dependency, autism, Autism Speaks, California, certified public accountant, court-order special needs trust, Downs Syndrome, drug dependency, estate plan, Estate Planning, estate planning attorney, family-type special needs trust, FindLaw.com, first-party special needs trust, government benefits, hereditary diseases, inter vivos special needs trust, January 15th, KDOW, living special needs trust, Living Trust, mental disabilities, NAMI, National Alliance on Mental Illness, physical disabilities, Planned Lifetime Assistance Network of California, Pleasanton, pooled special needs trust, Proxy Parent Foundation, San Francisco, San Francisco Bay Area, San Jose, San Mateo, self-settled special needs trust, SNA, sole-benefit special needs trust, Special Needs Alliance, Special Needs Trustee, Special Needs Trusts, Tax Audit, tax codes, tax law attorney, temporary incapacitation, third-party special needs trust, trust fund, Trust protector, type A special needs trust, WID, World Institute on Disability
2 Comments
Forensic Accountant Can Help If You Suspect Financial Or Investment Fraud
What do Nicholas Cosmo in New York, Richard Trabulsy in Michigan, Frederick H.K. Baker in Utah, Mark Alan Helsing in California, and Kapua Keolanui in Hawaii all have in common? Here is a hint: Bernie Madoff in jail. That’s right, … Continue reading
Posted in Accounting Services, Business Law, Divorce Lawyer, Family Law, Forensic Accounting, Partnerships, Personal Attorney, Trust Administration
Tagged 401(k) account, Bernie Madoff, brokerage statement, business partnership, Certified Public Accountant legal strategy, Charles Ponzi, contested divorce, family law attorney, Financial Fraud, financial research, financial statements, Forensic Accountant, Forensic Accounting, hidden assets, Investment Fraud Accounting Fraud, Litigation Support, misappropriated funds, mismanaged trust fund, payroll records, Ponzi scheme, tax law attorney
Leave a comment
A Charitable Trust Can Help Your Community While You Reduce Your Taxes
We recently read an article about the naming of the new Randall Children’s Hospital in Portland, OR, that honors the Robert D. and Marcia H. Randall Charitable Trust, which donated $10 million to the project. So, why did the Randall’s, … Continue reading
Posted in Charitable Planning, Estate Planning, Trust Administration, Trusts & Estates
Tagged business strategy, capital gains tax, charitable annuities, charitable giving. private foundation, Charitable Trust, Estate Planning, federal tax code, not-for-profit organization, personal donation, philanthropic strategy, real estate investment, tax law attorney
Leave a comment
