But It’s for Charity! – Don’t Open the Door for IRS to Ruin Your Charitable Planning
As is the case in many aspects of life, timing can be everything. Planning for the charitable gift must include securing the income tax charitable deduction. The tax rules for determining whether an income tax charitable deduction is available and how to secure that deduction are persnickety. Small failures and oversights can provide the IRS with a basis to deny large deductions. This program will cover a wide swath of charitable deduction planning including substantiation rules for charitable gifts, specific asset issues, and some relevant cases planners should consider.
John’s law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of John’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. John also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations. John’s law practice includes representing taxpayers in all levels of federal tax controversy, including IRS examination and Appeals, and before the U.S. Tax Court. Clients, their families, and other practitioners rely on John for dispute resolution in these arenas, including serving as a mediator.
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