Barry BoscoeApr 12The Benefits of a Split Interest Income Trust for High-Income IndividualsA split interest income trust might be a significant financial tool for: Those with substantial income, Those selling high-value assets,...
Barry BoscoeNov 1, 2021Charitable Rollover IRA Provisions Made PermanentWith the Pension Protection Act of 2006 IRC Code Section 408(d)(8) provided an annual exclusion from gross income up to $100,000 for any...