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What's New

June 2010 - A Life Insurance Article added to Resources area that highlights some of the major pitfalls of owning older life insurance policies and the fact that they can collapse without the knowledge of the owners

June 2010 - Resources Section updated with 2010 materials. Older materials have been removed and resources for enduring property and DQ have been removed pursuant to the March 4, 2010 Budget

April 2010 - Provisions of the March 4, 2010 Federal Budget have been implemented. Specifically, references to Ten Year Gift, Enduring Property have been deleted, AND the definitions of Disbursement Quota for charitable organizations and foundations have been updated.

New Policies Added to the Resources Section! An Investment Policy Statement for investing endowed funds as well as a new 2009 set of Gift Acceptance Policy and Procedures that includes a Conflict of Interest Policy AND deals with the grind down requirements of ITA 248(35) by setting a minimum gift size before specific action is taken. In Word format for easy editing (April 2009)

New Site Launched. New Features include: Keyword Search Engine, Smaller Sections for easier reading, Pop-up Definitions, New Section on Legislative Changes & USA Cross Border gifting (Sept 2007)

How to effectively deal with insurance where there are multiple owners - a split dollar agreement (August 2007)

New sections on Gifts of Real Estate (Chapter 7) and Term Certain Annuities (Chapter 6) are added(Aug 2007)

New sections on environmental assessments and new definitions have been added (Aug 2007))