December 2017 brought the most significant overhaul of the U.S. tax code since 1986, with profound impact on individuals, trusts, estates, and businesses-at least until 2025 when key provisions may expire. Princeton’s Office of Gift Planning hosted a breakfast for 1746 Society members at Reunions that featured a panel of Princetonian experts discussing recent changes in taxes and what they mean for individuals, trusts, and estates.
Princeton’s Office of Gift Planning hosted a breakfast for 1746 Society members at Reunions that featured a panel of Princetonian experts—Charles D. “Skip” Fox IV ’75, Jennifer Jordan McCall ’78, Howard “Scott” McCue III ’68, and moderator Richard Rampell ’74—discussing recent changes in taxes and what they mean for individuals, trusts, and estates.
In addition to providing generous support, life income gifts can diversify your portfolio, increase your income, reduce or defer capital gains tax, and provide a federal income tax deduction. Donors often use the payments to fund their annual gift to the University, or to support a University priority during their lifetime. Beginning with their 50th Reunion, alumni can make their gift in this form through the Annual Giving Legacy program and receive class credit.
In a nearly 50-year career, William D. Zabel ’58 has earned legendary status among estate and tax planners for his work with high-net-worth individuals. His client list includes names ranging from Annenberg to Chrysler to Soros. Zabel shared his wisdom with alumni at Reunions 2017.
In his nearly 50-year career, William D. Zabel ’58 has helped high-net-worth individuals to plan for and protect their loved ones and their legacies; at the 2017 Reunions seminar he shared fascinating stories and advice on how you can, too.
Princetonians with financial management expertise shared their insights on “Longevity Planning: Navigating Market Volatility Over a Lifetime” during the 2016 Office of Gift Planning Reunions Seminar.
Looking for perspective on the market’s ups and downs? Eager for tips on how to sustain and grow your assets? Hear experts discuss “Longevity Planning: Navigating Market Volatility Over a Lifetime.”
An update on IRA gifts for donors and their advisors to consider as they make charitable gift plans for the remainder of 2015.
There’s still time to support what you love and save on taxes. Consider these options before December 31.