Christi Roberts

How Can My Charity and I Both Benefit from My Gift? Setting up planned donations is an attractive technique with significant benefits for estate planning. The immediate advantage is getting an income tax deduction. When the gift is correctly structured, you can also avoid a capital gains tax on property that has increased in...
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In an effort to stimulate the economy and loosen funds to spur small business loans, President Obama signed off on H.R. 5927 making it Public Law Number 111-240. The bill was made law on September 27, 2010 just four short months after being sponsored by Representative Barney Frank. In addition to the primary purpose...
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As part of his plan to implement federal health care reform, California Gov. Arnold Schwarzenegger signed into law several bills all affecting health insurance in the state. The bill-signing ceremony was held Thursday, Sept. 30. Bill AB 1602, sponsored by Assembly Speaker John Perez (D-Los Angeles) and SB 900, sponsored by Senator Elaine Alquist...
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There are a number of ways in which you can benefit from charitable giving. In addition to supporting the organization of your choice, you can also realize significant tax benefits through a carefully constructed trust. Understanding Charitable Remainder Trusts A charitable remainder trust is created by transferring ownership of appreciated property to an irrevocable...
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Reducing taxes through tax advantaged investing can be an excellent investment choice for many people. However, many of the traditional tax advantaged strategies are no longer available, but there are many alternatives that can still be implemented. Real Estate Real estate partnerships offer two different choices for investments. There is low income housing and...
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