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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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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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