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$17 million estate gift to private foundation not eligible for tax credit: Lessons from last-minute tax planning | Miller Thomson LLP 0
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January 11, 2022 webmaster
Canada, ESG Investments, Estate Planning, Tax, Tax Planning
sustainability.freshfields.com/post/102h2vx/contracting-for-social-outcomes-how-can-results-based-financing-models-help-orgwww.brookings.edu/research/what-happens-in-an-outcome-based-financing-model-when-a-major-crisis-hits/www.oecd.org/dac/peer-reviews/Results-based-financing.pdfwww.ogier.com/publications/how-is-private-wealth-approaching-impact 0
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September 29, 2021 webmaster
Education, Trends
bit.ly/3Aij9mO 0
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September 16, 2021 webmaster
Divorce, UK
www.dentons.com/en/insights/alerts/2021/july/22/supreme-court-strikes-down-california-nonprofit-donor-disclosure-mandatewww.supremecourt.gov/opinions/20pdf/19-251_p86b.pdfwww.politicallawbriefing.com/2021/03/nonprofits-weigh-in-on-california-donor-disclosure-cases-before-u-s-supreme-court/#page=1www.venable.com/insights/publications/2020/05/irs-issues-final-regulations-on-nonprofit-donorwww.proskauer.com/blog/the-impact-of-americans-for-prosperity-foundation-v-bonta-on-donor-disclosure-lawswww.perlmanandperlman.com/protecting-charitable-interests-in-trusts-and-estates/
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August 9, 2021 webmaster
Litigation, Tax
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May 4, 2021 webmaster
Corporate Taxation, ESG Investments, Italy, Tax, Tax Planning
www.mcguirewoods.com/client-resources/Alerts/2021/2/charitable-lead-annuity-trustsfiduciarylawblog.com/2021/02/continuing-urgency-related-to-gift-and-estate-tax-planning.html#page=1See also:bit.ly/3fbuRb2www.perlmanandperlman.com/protecting-charitable-interests-in-trusts-and-estates/www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ 0
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April 14, 2021 webmaster
ESG Investments, Tax, Tax Planning, US
www.covfinancialservices.com/2020/11/federal-banking-agencies-and-fincen-issue-joint-statement-on-risk-based-approach-to-customer-due-diligence-for-charities-and-non-profit-organizations/#page=1www.fincen.gov/news/news-releases/fincen-and-federal-banking-agencies-clarify-bsa-due-diligence-expectationshome.treasury.gov/system/files/266/2020-11-19-Charities-Fact-Sheet-FINAL.pdf 0
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February 5, 2021 webmaster
Money Laundring, Regulatory, US
www.fasken.com/en/knowledge/2020/10/donor-advised-funds-and-private-foundations 0
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January 5, 2021 webmaster
Canada, Foundations
www.swissbanking.org/en/library/richtlinien/leitfaden-fuer-den-einbezug-von-esg-kriterien-in-den-beratungsprozess-fuer-privatkunden/sbvg_sustainable-leitfaden_en.pdf/@@download/file/SBVg_Sustainable-Leitfaden_EN.pdfwww.ey.com/en_ch/sustainability-financial-services/is-your-sustainability-strategy-getting-enough-likeswww.swlegal.ch/en/insights/newsletter-detail/regulatory-developments-in-sustainable-finance/ 0
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September 18, 2020 webmaster
Banking, Switzerland
www.mwe.com/insights/making-use-of-uk-tax-reliefs-for-impact-investing/ 0
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August 21, 2020 webmaster
Tax, Tax Planning, UK
