Elaine White is an accountant advising two couples, the Carsons and the Bradleys, apropos their charitable philanthropic options and interrelated tax approach.Bradleys, regarding appropriate tax strategies and their charitable giving options. The Carsons are an upper-middle class family with $295,000 in income, a moderate number of tax write-offs, and uncomplicated charitable goals.
The Bradleys are yearning to organize the time and beneficiary of their charitable contributions, a intricate tax situation, as well as a rich couple with major assets. White must suppose the objects of these families in the context of numerous charitable giving vehicles, together with Charitable Lead Trusts, Private Foundations, Charitable Remainder Trusts, Public Charities, Donor-Advised Funds, and Pooled Income Funds.
PUBLICATION DATE: December 11, 2013 PRODUCT #: 314073-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
