unplugged
Russ is available to speak on subjects relating to income and transfer tax planning, particularly with reference to planned gifts. Linked below are some of the papers he has presented at national and regional planned giving conferences.
the slide deck for a talk he gave at a breakfast meeting of the local planned giving roundtable in November 2023, and in a couple or three later webinars for other audiences, on the problem of prearrangement
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prearrangement.pdf | |
File Size: | 86 kb |
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the slide deck for a talk he gave at a breakfast meeting of the local planned giving roundtable in March 2023, and in a couple or three later webinars for other audiences, on the "legacy" IRA
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legacy_ira_handout.pdf | |
File Size: | 69 kb |
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an item he wrote for Viken Mikaelian's publication Giving Tomorrow for its October 2020 issue on managing risk in a small gift annuity portfolio
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ask_the_expert.pdf | |
File Size: | 296 kb |
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the slide deck for a webinar he gave for Crescendo Interactive in July 2020 on tax considerations in creating life income gifts for third parties
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crescendo_071520.pdf | |
File Size: | 109 kb |
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a one-pager he put together for a panel discussion of the "Secure" Act at a breakfast meeting of the local roundtable in February 2020
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secure.pdf | |
File Size: | 53 kb |
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from a three-hour talk he gave for the Red River Valley Estate Planning Council in Fargo, North Dakota in November 2018 -- recent developments, a sort of PG 103, and a reprise of the "accelerate" talk from the national conference
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complete_handout.pdf | |
File Size: | 217 kb |
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from the 2018 national conference in Las Vegas, reprised at the Western Regional conference in May 2019, on the tax implications of commuting or accelerating a charitable remainder trust or a gift annuity
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accelerate_text.pdf | |
File Size: | 116 kb |
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and the accompanying slide deck, with some more accurate numbers
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slide_deck_handout.pdf | |
File Size: | 130 kb |
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something he spun off of a paper he wrote for Stelter years ago on income and transfer tax considerations in creating a life income gift for the benefit of a third party
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knock_edit.pdf | |
File Size: | 54 kb |
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from the 2012 national conference in New Orleans, on commuting or accelerating a charitable remainder trust
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exiting_the_underproductive_crt.pdf | |
File Size: | 158 kb |
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from the 2009 conference in National Harbor, on reforming the nonqualified split-interest trust
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dont_try_this_at_home.pdf | |
File Size: | 153 kb |
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an update for the local roundtable in late 2017 on then-recent developments
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september.pdf | |
File Size: | 92 kb |
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