Given the numerous recent proposals for the limitation of charitable deductions, now may be a good time to stop and consider just how important state and federal taxation are to clients’ philanthropic decisions.

Every gift is comprised of five elements: (1) Who makes it...

One of our firm’s clients is a husband and wife named Bonnie and Clyde. Really, those are their actual names.

Bonnie and Clyde - or B&C, for short - are very generous people and recently came into the office to discuss charitable giving. Part of that conversation revolv...

There has been much recently written about Doris Buffett, the sister of Warren Buffett, and her efforts to gift millions of dollars to disadvantaged individuals. Ms. Buffett received a substantial inheritance after her mother’s death in 1996 and has since vowed to “giv...

December 30, 2016

The Qualified Charitable Distribution (QCD) rules allow taxpayers to make IRA distributions payable directly to a qualified charity without treating the distribution as taxable income. This law permits up to $100,000 per taxpayer to be contributed directly from an IRA...

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Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach