AEF Insights Blog

By Andrea Kushner Ross J.D., LL.M - Director, Andrew T. Bishop, CFA - Associate Director,  & Jennifer R. Ostberg, CFP ® - Senior Analyst,  Bernstein Private Wealth Management   Guest Columnists

Now that 2017 is behind us, it’s time to start planning for 2018. Specifically, it’s important to think about charitable gifts. Why?

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

By Phil Cubeta, CLU®, ChFC®, CAP® 
Guest Columnist

By Eric Kinaitis

By Ken Nopar

By Kirk Hoopingarner, Attorney & Partner, Quarles & Brady, Chicago

For many years, donors have utilized private grant making foundations for charitable giving.  Organized as either trusts or corporations, such entities have served as a means for making substantial tax deductible contributions while spreading out the actual contributions to charities over many years.

By Gregory Singer, Guest Columnist

Last year at tax time, we were worried that a new tax law might cap or eliminate the charitable deduction.  The good news is that it didn’t.  But the bad news is that, for many families, it effectively did. 

By Ken Nopar

By Ken Nopar

By Eric Kinaitis

The Tax Cuts and Jobs Act (TCJA) provided a massive change to many aspects of traditional tax planning.