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Jack Owen
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Jack Owen’s Tax-Exempt Alert NOVEMBER 2019

2020 Changes in Annual Qualified Retirement Plan Benefit Limits The IRS recently announced the new annual qualified retirement plan benefit limits for 2020.  Set forth in the table below is a summary of the most relevant new limits for 2018 – 2020. These lists are mainly of interest to those of you familiar with retirement Read More

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Jack Owen’s Tax-Exempt Alert SEPTEMBER 2019

At a recent meeting of the Pittsburgh Planned Giving Council, I reported on the following newsworthy items: 1.    The bipartisan Legacy IRA Rollover Bill (H.R. 1337) was discussed. This proposed legislation will encourage charitable giving, and expand the existing IRA charitable rollover provisions, by enabling senior citizens to make tax free transfers from IRA’s to charities Read More

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Jack Owen’s Tax-Exempt Alert JULY 2019

At the PPGC meeting on Tuesday July 9, 2019, I reported on several somewhat surprising updates occurring through June 30, 2019.  The five items I reported on are as follows: The Taxpayer First Act (“TFA”) was signed by President Trump on July 1, 2019.  This legislation purports to reform the IRS and was a bipartisan Read More

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Jack Owen’s Tax-Exempt Alert MAY 2019

17th Annual Nonprofit Institute For the 7th consecutive year, I participated on the faculty for the Pennsylvania Bar Institute’s Annual Nonprofit Institute.  It is always a whirlwind trip with much learning happening in the space of a very short time. One of the best parts of the Institute is getting caught up on recent developments in the Read More

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Jack Owen’s Tax-Exempt Alert MARCH 2019

At the meeting of the Pittsburgh Planned Giving Council on Tuesday March 12, 2019, I reported on several updates in the first quarter of 2019.  The four items I reported on are as follows: Unrelated Business Tax Inclusion for Parking. The Tax Cuts and Jobs Act (“TCJA”) included a new provision which imposes the unrelated Read More

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Jack Owen’s Tax-Exempt Alert JANUARY 2019

At the PPGC meeting on Tuesday January 8, 2019, I reported on several updates from the end of 2018 as well as some lessons learned in recent year-end tax planning. This news applies to taxpayer-donors as well as tax-exempt organizations. The five items I reported on are as follows: 1. Bunching. We previously discussed the Read More

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Jack Owen’s Tax-Exempt Alert DECEMBER 2018

At the Southwestern Planned Giving Council meeting on Tuesday November 13, 2018, I reported on the need for year-end tax planning in light of passage of the Tax Cuts and Jobs Act (“TCJA”) in 2017. With the TCJA changes, most advisors think there should be a change in mindset in year-end charitable giving. The primary Read More

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Jack Owen’s Tax-Exempt Alert NOVEMBER 2018

2019 Changes in Annual Qualified Retirement Plan Benefit Limits The IRS recently announced the new annual qualified retirement plan benefit limits for 2019. Set forth in the table below is a summary of the most relevant new limits for 2017 – 2019. These lists are mainly of interest to those of you familiar with retirement Read More

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Jack Owen’s Tax-Exempt Alert September 2018

I presented the following update to the Southwestern Planned Giving Council on Tuesday September 11, 2018: 1. The IRS released final regulations for the charitable contribution and substantiation rules which implement amendments made by the 2004 American Jobs Creation Act and the 2006 Pension Protection Act. Charities have been operating under a good faith compliance Read More

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Jack Owen’s Tax-Exempt Alert July 2018

I presented the following legislative update to the Southwestern Planned Giving Council on Tuesday July 10, 2018: 1. The Pennsylvania budget of approximately $32.7 Billion was approved by Governor Wolf on June 22, 2018. This is good news for charities as government funding is in place for many programs, and the Education Improvement Tax Credit Read More

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