http://umt.pgdc.com/pgdc/feed en Involve kids early in family philanthropy and give them input in giving http://umt.pgdc.com/pgdc/involve-kids-early-family-philanthropy-and-give-them-input-giving <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">Making family philanthropy inclusive of the entire family is the subject of Bruce DeBoskey's latest.</div> <div class="read-more"><a href="/pgdc/involve-kids-early-family-philanthropy-and-give-them-input-giving" title="Read the rest of Involve kids early in family philanthropy and give them input in giving." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> In too many families, philanthropic values are unilaterally created by the older generations </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bruce-deboskey">Bruce DeBoskey, Philanthropic Strategist</a></li> </ul></div> http://umt.pgdc.com/pgdc/involve-kids-early-family-philanthropy-and-give-them-input-giving#comments Values-Based Bruce DeBoskey, Philanthropic Strategist Tue, 17 Apr 2018 10:28:35 +0000 randy a. fox 1017832 at http://umt.pgdc.com CGNA: Chapter 5 - Agricultural Assets, Intermediate http://umt.pgdc.com/pgdc/cgna-chapter-5-agricultural-assets-intermediate <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">We continue with gifts of agricultural assets at a higher degree of difficulty and more than a grain of truth.</div> <div class="read-more"><a href="/pgdc/cgna-chapter-5-agricultural-assets-intermediate" title="Read the rest of CGNA: Chapter 5 - Agricultural Assets, Intermediate." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> http://umt.pgdc.com/pgdc/cgna-chapter-5-agricultural-assets-intermediate#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Thu, 12 Apr 2018 10:50:39 +0000 randy a. fox 1017790 at http://umt.pgdc.com April is the 14th Anniversary of National Financial Literacy Month http://umt.pgdc.com/pgdc/april-14th-anniversary-national-financial-literacy-month <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">It's national financial literacy month and we are a proud supporter of the cause.</div> <div class="read-more"><a href="/pgdc/april-14th-anniversary-national-financial-literacy-month" title="Read the rest of April is the 14th Anniversary of National Financial Literacy Month." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Help make a BIG difference while you increase your business </div> </div> </div> <div class="og_rss_groups"></div> http://umt.pgdc.com/pgdc/april-14th-anniversary-national-financial-literacy-month#comments General Thu, 12 Apr 2018 10:29:25 +0000 randy a. fox 1017789 at http://umt.pgdc.com CGNA: Chapter 5 - Agricultural Assets, Quick Take-aways http://umt.pgdc.com/pgdc/cgna-chapter-5-agricultural-assets-quick-take-aways <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">We begin exploration of gifts of agricultural assets. There is a "grain of truth in all of this...."</div> <div class="read-more"><a href="/pgdc/cgna-chapter-5-agricultural-assets-quick-take-aways" title="Read the rest of CGNA: Chapter 5 - Agricultural Assets, Quick Take-aways." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> http://umt.pgdc.com/pgdc/cgna-chapter-5-agricultural-assets-quick-take-aways#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 04 Apr 2018 11:56:47 +0000 randy a. fox 1017718 at http://umt.pgdc.com IRS and Other News from Around the Web http://umt.pgdc.com/pgdc/irs-and-other-news-around-web-86 <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">News around the web points to many subtle shifts in why and how we give.</div> <div class="read-more"><a href="/pgdc/irs-and-other-news-around-web-86" title="Read the rest of IRS and Other News from Around the Web." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"></div> http://umt.pgdc.com/pgdc/irs-and-other-news-around-web-86#comments General Tue, 03 Apr 2018 12:24:59 +0000 randy a. fox 1017695 at http://umt.pgdc.com Charitable Deductions Did Not Go Away http://umt.pgdc.com/pgdc/charitable-deductions-did-not-go-away <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">Finding new and creative ways for donors to keep giving comes with the new legislation. Here's one....</div> <div>&nbsp;</div> <div class="read-more"><a href="/pgdc/charitable-deductions-did-not-go-away" title="Read the rest of Charitable Deductions Did Not Go Away." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/two-hawks-consulting">Two Hawks Consulting, LLC</a></li> </ul></div> http://umt.pgdc.com/pgdc/charitable-deductions-did-not-go-away#comments Estate Planning Two Hawks Consulting, LLC Tue, 03 Apr 2018 11:42:19 +0000 randy a. fox 1017691 at http://umt.pgdc.com 7520 Rate for April Up at 3.2% http://umt.pgdc.com/pgdc/7520-rate-april-32 <!--paging_filter--><p>For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for April 2018 is 3.2%; up from March. <span class="read-more"><a href="/pgdc/7520-rate-april-32" title="Read the rest of 7520 Rate for April Up at 3.2%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://umt.pgdc.com/pgdc/7520-rate-april-32#comments Revenue Rulings Thu, 22 Mar 2018 10:51:36 +0000 melody.griffin 1017551 at http://umt.pgdc.com CGNA: Chapter 4 - Pass-through Entities, Advanced - Part 3 of 3 + Additional Resources http://umt.pgdc.com/pgdc/cgna-chapter-4-pass-through-entities-advanced-part-3-3-additional-resources <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">We come to the end of our advanced undertaking of gifts of pass-through entities.</div> <div class="read-more"><a href="/pgdc/cgna-chapter-4-pass-through-entities-advanced-part-3-3-additional-resources" title="Read the rest of CGNA: Chapter 4 - Pass-through Entities, Advanced - Part 3 of 3 + Additional Resources." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/bryan-k-clontz-cfp-clu-chfc-cap-aep">Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP</a></li> </ul></div> http://umt.pgdc.com/pgdc/cgna-chapter-4-pass-through-entities-advanced-part-3-3-additional-resources#comments General Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Wed, 21 Mar 2018 15:50:02 +0000 randy a. fox 1017547 at http://umt.pgdc.com IRS and Other News from Around the Web http://umt.pgdc.com/pgdc/irs-and-other-news-around-web-85 <!--paging_filter--><div dir="ltr" style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px;">Talking about philanthropy from around the web. The story changes and stays the same.</div> <div class="read-more"><a href="/pgdc/irs-and-other-news-around-web-85" title="Read the rest of IRS and Other News from Around the Web." rel="nofollow"><strong>Read more &raquo;</strong></a></div><div class="og_rss_groups"></div> http://umt.pgdc.com/pgdc/irs-and-other-news-around-web-85#comments General Wed, 21 Mar 2018 15:19:31 +0000 randy a. fox 1017546 at http://umt.pgdc.com Time to Revisit Your Bequest Program http://umt.pgdc.com/pgdc/time-revisit-your-bequest-program <!--paging_filter--><p><span style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.800000190734863px; background-color: rgb(255, 255, 255);">The new tax law has forced us to change the way we plan and to review the way we may have planned in the past. Even the simple bequest has changed for many, and all advisors should be on the alert to review and re-envision how they are structured.</span> <span class="read-more"><a href="/pgdc/time-revisit-your-bequest-program" title="Read the rest of Time to Revisit Your Bequest Program." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://umt.pgdc.com/pgdc/time-revisit-your-bequest-program#comments Practice Wed, 21 Mar 2018 15:14:29 +0000 randy a. fox 1017545 at http://umt.pgdc.com