Welcome to the spring edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics. In this issue, we analyze charitable deductions and required recordkeeping...more
4/5/2024
/ Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
High Net-Worth ,
Internal Revenue Code (IRC) ,
IRS ,
Private Foundations ,
Recordkeeping Requirements ,
Scholarships ,
Tax Planning ,
Wealth Management
Welcome to the first edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics.
...more
11/13/2023
/ Charitable Donations ,
Corporate Transparency Act ,
Donations ,
Estate Planning ,
Estate Tax ,
Filing Deadlines ,
Gifts ,
High Net-Worth ,
Income Taxes ,
Private Foundations ,
Tax Planning ,
Tax Relief ,
Wealth Management