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Barry Boscoe
Jan 13
Choosing the Right Charitable Vehicle for Multi-Generational Impact; PIF vs. CRT
I am often asked which charitable vehicle is better. The comparison between Pooled Income Funds (PIFs) and Charitable Remainder Trusts...
Barry Boscoe
Apr 12, 2024
The Benefits of a Split Interest Income Trust for High-Income Individuals
A split interest income trust might be a significant financial tool for: Those with substantial income, Those selling high-value assets,...
Barry Boscoe
Nov 1, 2021
Charitable Rollover IRA Provisions Made Permanent
With 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...
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