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Charitable Acknowledgements For Tax Purposes Go Badly Wrong

Charitable Acknowledgements For Tax Purposes Go Badly Wrong

The rules for substantiation of charitable deductions are very strict with extra layers when a donor advised fund or property donations are involved.  You can get a pretty good feel for how things can go badly wrong from a recent opinion by Judge Jane Boyle of the...
Conservation Easement Abuse – Not Just The Syndicators

Conservation Easement Abuse – Not Just The Syndicators

In Green, or Greed? A Fresh Perspective on the Valuation of Conservation Easements, three Boston University Law professors, Alan Feld, Theodore Sims and Jacob Nielsen give us a fresh perspective on one of the IRS Dirty Dozen.  That would be Abusive Syndicated...

The Fine Points Of Claiming Charitable Deductions

A large part of my career was dedicated to full tax service for high net worth clients – a sort of family office lite.  The clients didn’t like the term family office though, so we didn’t use it around them.  One of the things we focused on was...