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Posts by Paul Wallace

3 Tax Planning Strategies that Cost You Little But Provide Immediate Tax Savings

With so many of my high net worth clients being philanthropically inclined, there’s nothing I like better than a good tax savings strategy that ties into their charitable activities. Typically, charitable contributions will result in a reduction of your...
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Program-related and Mission-related Investments for Private Foundations

Even though a private foundation is required to make annual distributions (usually 5% of its net asset base) in support of its mission, the vast majority of its assets must remain invested and is not otherwise available to provide support for its causes.
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Nonprofits Beware: Protect Tax-Exempt Status During Election Year

Many nonprofit organizations have a vested interest in political issues and their outcomes. But it’s important that nonprofit organizations, boards and leaders clearly understand how their campaign-related activities could attract unwelcome IRS scrutiny.
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It's OK for Nonprofits to Lobby...

So long as you follow IRS rules, lobbying can be a powerful strategy to raise awareness of your mission, mobilize members and attract media attention. It also can result in enhanced government investment in social programs and reform of laws and...
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The Main Points for Nonprofits and UBIT

Unrelated business income tax, or UBIT, is tax assessed on the unrelated business income of exempt organizations. Unrelated business income is any activity conducted for profit that is regularly conducted and not substantially related to the charitable...
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Nonprofit Investment Policies: Nine Steps to Designing a Sound Policy

Nonprofits need to develop formal investment policies that reflect their intentions and support their organizations as they move forward. And it’s the board of directors’ responsibility to develop and execute these policies, and hire and oversee the...
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