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This page contains a single entry by Associate Editor published on March 26, 2010 8:25 AM.

IRS releases Notice 2010-29 relating to variable annuity contracts was the previous entry in this blog.

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Tax Notes Publishes March 2010 Issue of "Taxwise Giving"

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Tax Notes has published the March 2010 issue of Taxwise Giving, Charitable Contributions--Gift Tax Reporting Essentials, by Conrad Teitell of Cummings & Lockwood LLC.  This issue elaborates on gift tax reporting rules for charitable gift annuities, deferred payment gift annuities, and charitable remainder interests in personal residences or farms, and addresses penalties for late filings or returns and for late payment of taxes.  

CoprSee Conrad Teitell,  "Formula Clauses: Hedging Value and Legislative Risks," 2010 TNT 56-43, March 24, 2010.

Posted by Neil I. Rumbak, Associate Editor, Wealth Strategies Journal.


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