Ideas and Strategies from the Office of Gift Planning at Princeton University
The recent tax code overhaul will keep accountants and attorneys busy in the coming months, but 1746 Society members got a bird’s eye preview from expert alumni panelists at Reunions.
The society’s annual gathering — moved to Reunions so more members could attend — featured “Taxing Times: What You Need to Know About Tax Reform,” a panel moderated by Richard Rampell ’74, managing principal at MBAF’s Palm Beach office.
Speakers at the breakfast discussion were Charles D. “Skip” Fox ’75, a partner with McGuireWoods LLP and chair of his firm’s tax and employee benefit department; Jennifer Jordan McCall ’78, a partner with Pillsbury Winthrop Shaw Pittman LLP and chair of its estates, trusts, and tax planning section; and Howard M. “Scott” McCue III ’68, retired partner in the international law firm Mayer Brown LLP, where he led its wealth management practice.
Here’s a sample from the discussion relating to charitable gifts:
The Bottom Line:
Run the numbers to learn how your charitable gifts will affect your tax status.
Watch the panel discussion video.