Tag Archives: Contribution

The Benefits of Tax-exempt Institutional and State-sponsored Contribution Plans

The desire to ensure that grandchildren receive a high-caliber education can now be met with transfer of a 529 plan contribution fund to an estate or trust. Internal Revenue Service (“IRS”) 26 U.S. Code, Section 529 is the federal statutory … Continue reading

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No Legal Malpractice, No Contribution, No Indemnity

Billiard Balls Mgt. LLC v Mintzer Sarowitz Zeris  Ledva & Meyers, LLP  2018 NY Slip Op 32019(U)  August 17, 2018  Supreme Court, New York County  Docket Number:  153477/2016   Judge: Carol R. Edmead is an interesting twist on the privity question. “This is a legal malpractice … Continue reading

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NIKE MAKES SUBSTANTIAL IN-KIND CONTRIBUTION TO TRUMP 2020 CAMPAIGN: Colin Kaepernick Named Face of N…

NIKE MAKES SUBSTANTIAL IN-KIND CONTRIBUTION TO TRUMP 2020 CAMPAIGN: Colin Kaepernick Named Face of Nike’s 30th Anniversary of ‘Just Do It’ Campaign. They may have also helped sell quite a few more copies of Clay Travis’ new book, due out … Continue reading

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Article on The Charitable Contribution Strategy: An Ineffective SALT Substitute

Andy Grewal recently published an Article entitled, The Charitable Contribution Strategy: An Ineffective SALT Substitute, Tax Law: Tax Law and Policy eJournal (2018). Provided below is an abstract of the Article: Various states have proposed or enacted laws designed to… … Continue reading

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Final Charitable Contribution Reporting Regulations Issued

The Code imposes various reporting and substantiation requirements in order for a donor to claim a charitable contribution. More than once I have seen the IRS adopt a strict approach with taxpayers and have sought to disallow deductions for substantial … Continue reading

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