The Take Aways From IRAs – Avoiding Common Pitfalls

Presenter: Jonathan Tidd
Does it sometimes seem that plan administrators are actually trying to prevent you from receiving charitable distributions from your donors' IRAs? Forget about Homeland Security regulations or opening a personal account in your president’s name. There’s one thing you need to know about IRA accounts, and one person you need to talk to when you collect gifts from IRAs. Jon Tidd shares those secrets and other advice to cut through the confusion so you can receive the distributions your donors intended.
Jonathan Tidd is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. His clients include a wide range of educational, healthcare, arts, human rights and social service organizations. Jonathan's articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut, Illinois, Indiana, and New York Bars.
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Tuesday, January 2, 2018 - 01:00