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Jack Owen
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Jack Owen’s Tax-Exempt Alert May 2018

Last week was the annual Nonprofit Institute of the Pennsylvania Bar Institute in Philadelphia. I was again one of the course planners for this 16th Annual Institute and it was a fun-filled day of learning. This year’s Keynote Address was by Attorney General Josh Shapiro and entitled “Pennsylvania and Its Charities”. Also participating were Laura Read More

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Jack Owen’s Tax Exempt Alert–April 2018

Charitable Giving After Tax Reform Many charities and advisors are fearful that the Tax Cuts and Jobs Act of 2017 (“TCJA”) will mean a precipitous drop in charitable giving. Some in the charitable community have even predicted that annual charitable giving will drop by $30 Billion! It should be remembered, however, that many surveys indicate Read More

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Jack Owen’s Tax Exempt Alert–January 2018

The Tax Cuts and Jobs Act (“Act”) was signed into law by President Trump on Friday December 22, 2017. I reported on the following items in the Act that affect tax-exempt charities, as well as their donors, at the January 9, 2018 meeting of the Southwestern Planned Giving Council (“PPGC”). 1. Standard Deduction. The Act Read More

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Jack Owen’s Tax Exempt Alert, October 2017

2018 Changes in Annual Qualified Retirement Plan Benefit Limits The IRS recently announced the new annual qualified retirement plan benefit limits for 2018. Set forth in the table below is a summary of the most relevant new limits for 2016 – 2018. 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 2017

I reported on the following updates at the September 12, 2017 meeting of the Southwestern Planned Giving Council: 1. Pennsylvania Budget The Legislature and the Governor are still discussing various options to close a significant budget gap of approximately 2 billion dollars. Given the failure to agree on the revenue side of the budget, it Read More

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Jack Owen’s Tax-Exempt Alert–June 2017

June 2017 (Original article from October 2004) PLANNED GIVING – AN AGGRESSIVE RESPONSE I was at a Southwestern Leadership Foundation meeting back in 2004 where the program involved teaching on how to be an “aggressive responder.” From my recollection, this involves first being a good learner and active listener, and only then responding to the Read More

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Planned Giving 101


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This is the second in a continuing series of articles on business entities. In this article, we address the basics of the partnership form of business. The decision to enter into a partnership should not be taken lightly. Before entering into a partnership, you should be able to answer several questions. Why is there a Read More

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Choosing a Legal Entity for Your Business

This is a first of a series of articles on business entity selection that will discuss the general considerations of selecting a business entity and discuss the attributes of sole proprietorships. In Pennsylvania, there are a wide variety of business forms available to business owners, including the following: Sole proprietorship Partnership Limited partnership Limited liability Read More

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Jack Owen Tax Exempt Alert–May 2017

On May 18th, I was in Philadelphia for the Pennsylvania Bar Institute’s annual nonprofit conference. I have been one of the course planners for several years and this year I spoke with Michelle Buskey, CPA (Maher Duessel CPAs) on Endowments and Other Donor Restricted Gifts. Michelle and I spoke on defining endowments, reclassifying funds, and Read More

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