January 2, 2006
Dear Julie,
Greetings from the American Cancer Society. I am pleased to share with you the latest updates on the GiftLaw Web site by GiftLaw editor A. Charles Schultz. I will provide this update each week to my professional advisor friends.
For additional information, please feel free to call me, Jean Martinho at 508-270-4827 if I can run a proposal or be of further assistance to you.
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Washington Hotline |
Key Charitable Planning Events in 2005
Tsunami Gifts - After the Indian Ocean tsunami, the House and Senate unanimously passed H.B. 241. This bill permitted gifts made between January 1 and January 31 of 2005 to be deducted in tax year 2004.
>>> read further
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PLR This Week |
Private Letter Ruling - 200540003 -- No Extension Granted for Making a QTIP Election
This is in response to a letter from your authorized representative dated May 18, 2004, and subsequent correspondence, requesting an extension of time ...
>>> read further
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Case Of The Week |
Lucky Lucy's Foundation Goes Public
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor ...
>>> read further
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Article of the Month |
Avoiding the C Corporation Prearranged Sale
Thousands of businesses small and large are sold each year. Many of these sales involve C corporations. The sale of a business frequently occurs when the founders are approaching retirement age. >>> read further |
Thank you for your interest in gift planning.
To access additional information, please select our Web page by
clicking here.
Sincerely,
Jean Martinho
American Cancer Society
508-270-4827
jean.martinho@cancer.org
We are here to inform & serve you!
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