TITLE

The Final Frontier of Wealth Realization

AUTHOR(S)
Chu, Julia
PUB. DATE
February 2013
SOURCE
Trusts & Estates;Feb2013, Vol. 152 Issue 2, p31
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses wealth realization in America and provides practical tips for estate planners and attorneys on dealing with the philanthropic goals of clients as of February 2013, including information on charitable planning in the U.S. and tax liabilities in the wake of the passage of the American Taxpayer Relief Act of 2012. The adjusted gross income (AGI) of taxpayers is addressed, along with charitable deductions, due diligence, and tax-exempt status under U.S. tax laws.
ACCESSION #
85423817

 

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