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Posted by Joseph Owens | Dec 14, 2020 | IRS, Tax, Taxation, Uncategorized
As the year winds down, the fundraising efforts of many charitable organizations ramp up. This is for good reason as, on average, charitable organizations raise around 40% of their annual revenues during the holiday season. As...
Read MorePosted by Joseph Owens | May 26, 2020 | Joseph Owens, Tax, Taxation, Uncategorized
On April 28, 2020, the U.S. Court of Appeals for the Ninth Circuit issued its opinion in Badgley v. U.S. In so doing, the Court affirmed a lower court determination that the entire date-of-death value of the assets of a Grantor...
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