A Taxwise Giving Opportunity

Don't miss the chance to make a charitable IRA gift this year! If you are 70½ or older and own a traditional IRA, please consider making an IRA charitable rollover gift this year. A gift of up to $100,000 made from your IRA to us will:

Contact us or your plan administrator to make a qualified transfer from your IRA to us.

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Tuesday June 30, 2026

Bills / Cases / IRS

Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed

For full Case click here.


Previous Articles

Rev. Proc. 2003-60; 2003-31 IRB 274

Rev. Proc. 2003-59; 2003-31 IRB 268

Rev. Proc. 2003-58; 2003-31 IRB 262

Rev. Proc. 2003-57; 2003-31 IRB 257

Rev. Proc. 2003-56; 2003-31 IRB 249

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