- Real Estate Asset Protection
Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. Therefore,
- Savvy Gifting
When Richard Juge, CCIM, had a property sitting on the market for some time, he found the best way to dispose of it was to donate it to CCIM Foundation, resulting in benefits for all parties involved.
Many commercial real estate brokers have inquired about the use of employee stock ownership plans within their companies, particularly as they relate to succession planning. A major motivator for small business owners in establishing an ESOP is that it can be used to buy out an owner at the appropriate time.
- Workforce Benefits
The Family and Medical Leave Act requires that employers with 50 or more employees provide eligible employees with 12 weeks of unpaid job protected leave for family and medical reasons in a 12-month period.
There has been significant publicity lately about large companies going further and providing women
- Paying It Forward
Those who contribute to the CCIM Foundation are giving to those who seek the CCIM designation.
The CCIM Foundation provides the scholarships allowing many commercial real estate professionals to earn the CCIM designation. To accomplish the goal of raising funds for scholarships, the Foundation needs a sol
- The CCIM Foundation: Past, Present, Future
Conceived by Jay W. Levine, CCIM, and other early members, including Victor Lyon, CCIM, the CCIM Institute has built its reputation on delivering the most in depth education and analytical tools available in the commercial real estate industry. Both Levine
- Donation of Stock to Charitable Organizations
As the year end approaches, many individuals are making decisions on final charitable contributions. In recent years, the donation of appreciated securities has become a more popular option for donors. Gifting long term appreciated securities from taxable accounts held more
- Contributions Matter
The year is coming to a close. Now is the time to consider charitable donations for today and tomorrow.
Individuals may think about what charities have made a difference in
their lives. Or ask themselves what legacy they want to create. Now
Alfred Nobel is not remembered as a cannon manufacturer but for funding
the prestigious Nobel Prizes.
- Mutually Beneficial
When donors work with professionals, they can maximize their tax deductions.
According to the National Philanthropic Trust, Americans donated an estimated $358 billion to charities in 2014, a 7.1 percent increase compared to 2013. That's great news for philanthropies.
Charitable donation planning
- Real Estate Gifts
With the upturn in the economy, charitable giving is on the rise. Philanthropy is now a $4 trillion-plus industry, according to the National Center for Charitable Statistics.
Although the majority of donations are cash or securities, real estate can also be donated to nonprofit organizations. Both individ
- Real Estate: A Valuable Charitable Gift
Billions of dollars are given to charities but only about 2 percent of that amount is in real estate. Although the average value of a real estate donation is in excess of $600,000, approximately 80 percent of real estate gifts
- 2015 Tax Law Changes
As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions. New Rules and Increased Limits Withholding Rules. Income subject to FICA
- Liability Solutions
Commercial real estate practitioners need to be concerned about liability issues that can result from handling complex transactions. Claims have been filed for various reasons, including failure to deliver leased properties on time because construction was not completed misrepresentation of
- Digital Assets
As technology has progressed, establishing digital accounts for individuals and their businesses has grown immensely. These digital assets are often archived and need to be taken into consideration for estate planning or business succession planning.
Differentiating between digital accounts and d