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May 2, 2013

Congratulations to Grace Counseling, Inc.

Congratulations to Grace Counseling, Inc., on their recent approval for 501(c)(3) tax exempt status! Grace Counseling is located in Littleton, Colorado and offers…

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January 17, 2013

Rule allowing tax-free IRA distributions of up to $100,000 if donated to charity, is retroactively extended through 2013

Rule allowing tax-free IRA distributions of up to $100,000 if donated to charity, is retroactively extended through 2013 Did you happen to…

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January 7, 2013

Life and Death Online: Who Controls a Digital Legacy?

With so much of one’s life in some form of online, digital media – coupled with patchwork body of law and requirements…

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January 3, 2013

Health and Education Exclusion Trusts (HEETs)

Do you like taxes? Do you like taxes on gifts you’d like to make to your grandchildren?  Do you have an oddly…

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December 13, 2012

Giving $5 Million in 26 Days

You may not have 26 days left, but there’s still time to tax advantage of the year end gifting opportunity of your…

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December 11, 2012

Estate Planning for Young Professionals: 10 Things to Do Right Now

Fellow WealthCounsel member Michael Brennan, an estate planning practitioner in Illinois, Wisconsin and Minnesota, recently offered some thoughtful advice for young professionals on WealthCounsel’s free…

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November 26, 2012

What’s the best type of private foundation, a non-profit or a charitable trust?

What’s the best type of Private Foundation? One established as a Non-Profit Corporation or as a wholly charitable trust? The Non-Profit Corporation…

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November 12, 2012

Changes to the Colorado Charitable Solicitations Act

On November 9, 2012, Colorado Secretary of State Scott Gessler approved changes to the regulations created by his office designed to implement…

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October 5, 2012

B-Corp and Social Entrepreneurship

Did you know that Colorado is considering legislation approving the Benefit Corporation entity form?  Did you also know that currently 11 states…

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October 3, 2012

WSJ: Ten Questions to Ask Before Making a Big Gift This Year

As an appropriate follow up to our recent blog on charitable donations and the upcoming election, the Wall Street Journal this morning offers an…

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