Comments for CPS Resource Center

Comment on Evaluating New Media site by warren_berger@glic.com

warren_berger@glic.com — Tue, 20 May 2008 14:06:11 +0000

Randy,

Any more information about the question I posed last month re: a charity buying an annuity on the donor and what is the effect of the income etc. I research the state of Maine’s legal statues and only found that a unnatural owner of an annuity would render the income from the annuity as full income taxable. I remember in one of Kelly’s slides(in Dallas) that he used the idea of a charity buying the annuity on the donor to relieve itself from the burden of dealing with the payout. Can you shed some light on this?

Comment on Florida Slides by Patrick Moore

Patrick Moore — Thu, 02 Aug 2007 17:40:45 +0000

Randy,
It seems that there was slide(s) on putting $30,000 into a QP vs a CRT and the results of the output to charity, taxes and income to grantor. Any numbers will work however. thx
p

Comment on Florida Slides by Randy Dickinson

Randy Dickinson — Wed, 01 Aug 2007 19:22:45 +0000

If you can send me the data you would like to see compared, I will prepare the numbers.

Comment on Kelly Kidwell Florida Presentation - Audio by Randy Dickinson

Randy Dickinson — Wed, 01 Aug 2007 19:21:32 +0000

They are now posted!

Comment on Florida Slides by Terry Reich

Terry Reich — Wed, 01 Aug 2007 18:13:53 +0000

Thanks, Randy, I found the slides!!!!! Outstanding!!

Terry

Comment on Kelly Kidwell Florida Presentation - Audio by Terry Reich

Terry Reich — Wed, 01 Aug 2007 18:12:08 +0000

Randy, can we get the slides that Kelly used. Really interested in the Estate and Trusts basics and the ones on the NIMCRUT.

Thanks,

Terry

Comment on Florida Slides by Patrick Moore

Patrick Moore — Thu, 26 Jul 2007 15:52:11 +0000

Thanks for the slides and a great conference. I noticed some of the slides have sample data filled in and some don”t . Is it possible to get the sample worksheet numbers on the QP vs CRT?

Comment on 1031 Flash Presentation by Randy Dickinson

Randy Dickinson — Tue, 10 Jul 2007 03:12:23 +0000

Essentially any new private annuties were ruled invaled on Oct 18th of 2006, hence we crossed it out as a viable alternative for real estate owners.

We do have an audio and a transcript of the 1031 I’ll post the download in a new post.

Comment on 1031 Flash Presentation by Bradley Troy

Bradley Troy — Tue, 10 Jul 2007 02:22:15 +0000

Why are PATs crossed out on the slide “common options”. also, is there a downloadable script or audio version?

Comment on Planning a Legacy - Powerpoint by Scott Foster

Scott Foster — Mon, 02 Jul 2007 19:20:17 +0000

I didn’t get a chance to listen in to the webinar this was presented on. I’ve gone thru the slide presentation. Is this something for client presentation also?