Welcome to the first edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics.
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11/13/2023
/ Charitable Donations ,
Corporate Transparency Act ,
Donations ,
Estate Planning ,
Estate Tax ,
Filing Deadlines ,
Gifts ,
High Net-Worth ,
Income Taxes ,
Private Foundations ,
Tax Planning ,
Tax Relief ,
Wealth Management
As 2022 came to a close along with Governor-Elect Healey’s term as Attorney General of Massachusetts, the Office of the Attorney General published an updated Guide for Board Members of Charitable Organizations (the “Guide”)....more
The Setting Every Community Up For Retirement Enhancement (“SECURE”) Act, which was enacted into law last month, changed the rules governing the payout of inherited retirement benefits and essentially eliminated the “stretch...more
1/10/2020
/ 401k ,
Beneficiary Designations ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Safe Harbors ,
SECURE Act ,
Tax Planning
3 Things to Remember About Documenting Charitable Gifts of Property, Securities and Art.
Last month in this blog, we described five ways to be diligent about documenting charitable gifts of cash or out-of-pocket expenses...more
5 Ways to Be Diligent with Charitable Gifts of Cash
Remember that formal benefit dinner you attended last fall? The contentious battle for that golf package at the charity auction in the spring? Your donation to the...more