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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… Continue reading

Jack Owen’s Tax-Exempt Alert

September 2018

 

I presented the following update to the Pittsburgh 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… Continue reading

Jack Owen’s Tax-Exempt Alert

July 2018

 

I presented the following legislative update to the Pittsburgh 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.… Continue reading

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… Continue reading