Upcoming GBT Seminars
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March 22, 2011 BNA Tax Management Portfolio - Corporate Philanthropy
Gerry will be presenting a seminar at the Waldorf-Astoria Hotel in NY on March 22, 2011 for BNA Tax Management. His topic will be, "Corporate Philanthropy - New Tools and New Opportunities."
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Planned Giving Round Table of Arizona
Gerald Treacy, "Basics of Corporate and Business Philanthropy", and "Corporate and Business Planned Giving and Other Charitable Giving Tools", Planned Giving Round Table of Arizona (Phoenix, AZ, June 8, 2011)
Federal Taxes
- Federal Estate, Gift and GST Tax
- Internal Revenue Service
- Tax-Exempt Organizations
- Tax-Exempt Organizations
- Treasury Regulations
IRS Publications
Charitable Giving:
- Charitable Contributions
- Charitable Contributions – Substantiation
- Donor Recordkeeping
- Donor’s Guide to Vehicle Donations
- Haiti Relief Contributions
- Valuation of Contributions
Estate Planning:
Exempt Organizations:
- Applying for Tax Exempt Status under Code Section 501(c)(3)
- Charity’s Guide to Vehicle Donations
- Churches and Religious Organizations
- Compliance Guide for Noncharitable Exempt Organizations
- Compliance Guide for Private Foundations
- Compliance Guide for Public Charities
- Exempt Organizations Appeals Process
- Exempt Organzations Products and Service Navigator
- Form 1023 Changes
- Form 990 e-Filing
- Group Exemptions
- Nonprofit Corporations
- Pacific NW Tribal Government Brochure
- Phone Refund Form 990-T
- Tax Exempt and Government Entities
- Tax Exempt Introductory Guide
- Tax Exempt Status
- UBTI
General IRS:
Planning-Related Income Tax:
- Alert for IRA Owners
- Common Tax Mistakes of Senior Citizens
- Health Savings Accounts (HSAs)
- Home Businesses
- IRAs
- Pension and Annuity Income
- Starting a Business
- Tax Benefits for Education
- Tax Facts for Seniors with Marital Status Change
- Taxation of LLCs
- US Tax Treaties
- US-Canada Income Tax Treaty
Trusts and Estates:
Washington State Taxes
Washington State Estate Tax
RCW Provisions:
WAC Provisions:
Washington State Charitable Organization Provisions
- Charitable Solicitations
- Charitable Solicitations
- Charitable Trusts
- Nonprofit Corporations
- Nonprofit Organizations
Washington State Planning-Related Law Provisions
- Community Property
- Directives to Physicians (Living Wills)
- Durable Powers of Attorney
- Guardianship
- Guardianship
- Guardianship
- Probate
- Trusts
Washington State Government Resources
Department of Transportation:
DSHS:
Elected Officials:
- Attorney General
- Governor
- Secretary of State
- Washington State House of Representatives
- Washington State Senate
US Congressional Representatives - Senate:
US Congressional Representatives – House:
King County Resources
- King County
- King County Assessor
- King County District Court
- King County Parks
- King County Superior Court
- Recorder's Office
- Social Services
West Sound Resources
Clallam County:
- Clallam County
- Clallam County Auditor
- Clallam County District Court I
- Clallam County District Court II
- Clallam County Health and Human Services
- Clallam County Parks
- Clallam County Superior Court
- Clallum County Assessor
Island County:
- Island County
- Island County Assessor
- Island County Auditor
- Island County Human Services
- Island County Parks
- Island County Superior Court
- Juvenile Court
Jefferson County:
- Jefferson County
- Jefferson County Assessor
- Jefferson County Auditor
- Jefferson County District Court
- Jefferson County Parks
- Jefferson County Superior Court
Kitsap County:
- Kitsap County
- Kitsap County Assessor
- Kitsap County Auditor
- Kitsap County District Court
- Kitsap County Human Services
- Kitsap County Parks
- Kitsap County Superior Court
West Sound Communities
Clallam County:
- Clallam Bay/ Sekiu
- Dungeness
- Forks
- Forks: City Council
- Neah Bay
- Port Angeles
- Port Angeles: City Manager Kent Myers
- Port Angeles: Parks
- Sequim
- Sequim: City Manager Steven C. Burkett
- Sequim: Parks
Island County:
- Coupeville
- Freeland
- Greenbank
- Langley
- Langley: Mayor Paul Samuelson
- Oak Harbor
- Stanwood
- Stanwood: Mayor Dianne W. White
Jefferson County:
- Chimicum
- Irondale
- Kalaloch
- Nordland
- Port Hadlock
- Port Ludlow
- Port Townsend
- Port Townsend: City Council
- Port Townsend: Parks
- Quilcene/ Brinnon
Kitsap County:
- Bainbridge Island
- Bainbridge Island: Government
- Bainbridge Island: Parks
- Belfair (Mason County)
- Bremerton
- Bremerton: Mayor Patty Lent
- Bremerton: Parks
- Brownsville
- Gig Harbor (Pierce County)
- Gig Harbor: Mayor Chuck Hunter
- Gig Harbor: Parks
- Hansville
- Indianola
- Keyport
- Kingston
- Olalla
- Port Gamble
- Port Orchard
- Port Orchard: Mayor Lary Coppola
- Poulsbo
- Poulsbo: Mayor Becky Erickson
- Poulsbo: Parks
- Seabeck
- Silverdale