Thoughts

How Does a Charitable Remainder Trust Work?

Schechter Wealth

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August 12, 2016

A charitable remainder trust is a tax-exempt irrevocable trust that allows the client to transfer property to the trust and maintain an income stream. Because a charitable remainder trust is a tax-exempt entity, it can sell highly appreciated assets without realizing a current income tax liability. The CRT must make payouts at least annually. At[…]

Donald Trump’s Tax Return Controversy: Part Two

Schechter Wealth

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June 8, 2016

What You Need to Know About Trump’s Tax Return Disclosure Controversy: Part Two Bernie Kent, Chairman & Advisor for Schechter Investments and Forbes.com contributor, takes a closer look at the controversy regarding Donald Trump’s tax return in a two-part series written for Forbes. He discusses how a complex return like Trump’s can mean continuous audits[…]

Donald Trump’s Tax Return Controversy: Part One

Schechter Wealth

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What You Need to Know About Trump’s Tax Return Disclosure Controversy Bernie Kent, Chairman & Advisor for Schechter Investments and Forbes.com contributor, takes a closer look at the controversy regarding Donald Trump’s tax return in a two-part series written for Forbes. He discusses how a complex return like Trump’s can mean continuous audits by the[…]

Should You Make A Charitable Contribution From Your IRA?

Schechter Wealth

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February 9, 2016

BERNIE KENT CONTRIBUTES TO FORBES.COM Should You Make A Charitable Contribution From Your IRA? Bernie Kent, JD, CPA, PFS, Chairman of Schechter Investment Advisors Good news for taxpayers over the age of 70 1/2. Congress has voted to make permanent the exclusion from income of up to $100,000 per person, per year, for Individual Retirement[…]

In this time of extreme market fluctuation…

Schechter Wealth

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In this time of extreme market fluctuation we hope you will find some comfort in what Warren Buffett said at another time of extreme market volatility on October 17, 2008 in a New York Times Op Ed piece: Buy American. I Am. By Warren E. Buffett OCT. 16, 2008 THE financial world is a mess,[…]