Author: Chris Ha

Blog February 25, 2020

How To Calculate the Charitable Deduction on the Contribution to a Charitable Remainder Trust (CRAT)

“Won’t these heavy taxes quite ruin the country?” Benjamin Franklin, The Way to Wealth (1758) What is the Point of a Charitable Remainder Annuity Trust (CRAT)? Let’s break it down. Assume you are contemplating giving […]

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Blog January 22, 2020

Should I Deed Property to My Children Before I Die?

Is it a good idea for income and estate tax purposes to deed property to a child while I am alive? Consider the following as a test case: I have one child to whom I […]

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' class='avatar avatar-25 photo' height='25' width='25' />

Blog December 31, 2019

Say Goodbye to Stretch IRA’s

Beginning for deaths after December 31, 2019, the stretch IRA for inherited IRAs will be replaced with a ten-year rule for most beneficiaries (exceptions below). How Long Do I Have to Withdraw Funds From […]

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=50&d=mm&r=g 2x' height='25' width='25' data-src="https://secure.gravatar.com/avatar/343120fa09578d2a68e7801844324fc3?s=25&d=mm&r=g" class="avatar avatar-25 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt=''