Results for “Sterling Charitable Gift Fund”

the federal exemption for estate and gift tax is $5 million

repealing the estate tax would suggest that the gift tax would also be repealed.

repealing the estate tax would not suggest that the gift tax

such gifts may still be beneficial. Even if the gift tax were repealed

we needed some reason to believe to believe the gift was genuine.”

remaining trust assets pass to heirs gift tax free

the value of assets for gift tax purposes is assumed to be $45

the value of assets for gift tax purposes is assumed to be $373

rather than by the individual’s behavior. Net gift

actually exists, or may not see it at all. This is true of the relative difficulty that people have seeing other minds compared to one’s own, in ways that are sometimes very subtle and surprising. For instance, we tend to evaluate ourselves by consulting our mindful intentions, b...

Were we stupid? Obviously. Were we normal? Unfortunately, yes. A few months ago, I chatted with another American HIV educator about the situation here in Africa. "They know to use condoms," she complained, "and they have the condoms! I just don't get it!" "I agree that it's inco...

The rule does not say that risk-adjusted return tends to hold constant over time. To the contrary. Return equals growth plus cash flow, and my charts show the growth component as a bucking bronco. The maximand rule says only that risk-adjusted return is always the maximand. It is...

needs saying. If it does, that tends to mean that it is new to the current conversation. It need not be new to the world. All three fundamental theorems are part of the daily conversation of investors and finance economists. They are not much on the screens of microeconomists a...

The vocabulary can also include the standard distinction among stocks, flows and rates. These are only definitions, not assumptions. Stocks means value measured in money units, say dollars. This is not the same as stock in the sense of equity securities, although those can be exa...

Date: Thu, Apr 28, 2016 at 5:16 PM Subject: Valuation Discount To: "jeffrey E." <[email protected]> I am attaching a draft response from Empire Valuation as to why it arrived at a valuation discount on the low end. Let’s discuss the response and next steps. Thanks. Alan D...