Tag Archives: Charitable

Retaining Rights With a Charitable Conservation Easement

Conservation easements can result in significant charitable deductions for real estate owners and investors. But can an owner or investor retain rights to the property and still get the charitable deduction. The courts continue to define when this is possible. … Continue reading

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What to know about charitable trusts

California residents who are looking to reduce their tax bill while helping an important cause could do both with a charitable trust. Legally, a charitable trust must focus on helping to solve a problem like reliving poverty or anything else … Continue reading

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14 Tips For Making Your Charitable Gift Tax-Deductible In 2018

Photo credit: Getty A tax deduction for charitable giving isn’t guaranteed just because you’re feeling generous. As with everything in tax law, it’s important to follow the rules, and with tax reform, those rules are changing. Click here for full … Continue reading

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When Can an Estate or Trust Distribute IRD to a Charity and Receive an Income Tax Charitable Deduction?—The Answer is not Simple

Ladson Boyle and Jonathan G. Blattmachr, IRD and Charities: The Separate Share Regulations and the Economic Effect Requirement, 52 Real Prop. Tr. & Est. L.J. 369 (2018). Michael Yu Can an estate or trust with charitable and non-charitable beneficiaries (1) … Continue reading

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Charitable Contributions, State Tax Credits, and Return Benefits: IRS Proposed Regs, IRS Announcement, and Much Commentary

The Treasury and IRS proposed regulations to address the attempts by states to create a way for their residents to get around the cap on the state and local tax (SALT) deductions by facilitating charitable contributions that would qualify the… … Continue reading

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