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Encouraging Clients to Take Advantage of the Tax-Free IRA Charitable Rollover
By Lawrence Pon, CPA/PFS, CFP, EA, USTCP, Pon & Associates
The June e-newsletter featured a legislative update about the IRA charitable rollover under the Pension Protection Act of 2006. Now that the end of the year is approaching, this provision continues to be a very important estate, financial, charitable and tax planning technique. MORE... |
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A Message from the CEO: It’s Time for New Ways to Give
On October 9, 2007 Silicon Valley Community Foundation released Corporate Philanthropy in Silicon Valley (PDF), a study examining the trends and building blocks of corporate giving in Silicon Valley. In light of this report, the community foundation’s CEO and President Emmett Carson shares his thoughts and vision for corporate philanthropy. MORE... |