This article is the second in a series of articles and webinars designed to demystify the tax policy landscape ahead of 2025, which projects to be a crucial year in Washington on tax policy. Springtime in our nation’s capital can always be marked by three tell-tale signs: cherry blossoms blooming, 8th graders descending from aroundContinue reading “Wealth Management: President Biden Releases Budget Proposal for Fiscal Year 2025”
Category Archives: Insights
Trusts & Estates: Washington Update March 2024
Integer’s Sandra Swirski, Grant Berkshire, and Geoff Paul recently wrote about what’s at stake going into 2025 tax reform, including factors that have evolved since the last time the tax code want through a major overhaul in 2017. Below are excerpts from a full article that can be foundation on WealthManagement.com. February 27, 2024 ToContinue reading “Trusts & Estates: Washington Update March 2024”
Wealth Management: Setting the Table for Tax Policy This Year and Next
This article is the first in a series of articles and webinars designed to demystify the tax policy landscape ahead of 2025, which projects to be a crucial year in Washington on tax policy. Dawn has just broken on 2024, but the tax community in Washington, D.C. is already looking ahead for what’s at riskContinue reading “Wealth Management: Setting the Table for Tax Policy This Year and Next”
Bloomberg Tax: Congress Can Help Reverse the Freefall of Charitable Donations
Sara Barba of Integer and Jorge E. Castro of Miller & Chevalier Chartered write about the decline in charitable giving and how lawmakers can advance legislation to help reverse it. This is an excerpt, and the full piece from Bloomberg Tax can be read here. Critics of a universal tax deduction often claim that aContinue reading “Bloomberg Tax: Congress Can Help Reverse the Freefall of Charitable Donations”
Top Senate Taxwriters Seek Input on Digital Asset Tax Rules
On July 11, Senate Finance Committee Chair Ron Wyden (D-OR) and Ranking Member Mike Crapo (R-ID) published a letter soliciting input on a wide array of questions about how digital assets should be taxed. For donors and nonprofits accepting gifts in crypto, the letter signals that key tax writers are open to reevaluating whether barriersContinue reading “Top Senate Taxwriters Seek Input on Digital Asset Tax Rules”
Sara Barba Elevated to Principal
Washington, DC, (July 10, 2023) – Integer is pleased to announce that Sara Barba has been elevated to Principal. Sara provides expert policy and advocacy advice to the firm’s philanthropy, tax and financial services clients. She has been with Integer since its beginning and before that worked with Integer’s founder, Sandra Swirski, at Urban SwirskiContinue reading “Sara Barba Elevated to Principal”
Giving USA 2023: Concerning Trends and Opportunities Ahead
Today, new giving data from Giving USA was released showing one of the most significant declines in charitable giving in 40 years. In real dollars, total giving in 2022 fell by 10.5 percent compared to 2021, and individual giving fell by a whopping 13.4 percent. There are many factors that likely contributed to this decline,Continue reading “Giving USA 2023: Concerning Trends and Opportunities Ahead”
Integer Reflects on Year One
Dear Friend, Today marks the one-year anniversary of Integer. As we reflect on this first year in business, our team is incredibly grateful for the support, trust, and encouragement we have received from our clients, partners, and colleagues. Since we began this adventure last June, our team and practice has grown, and we are excitedContinue reading “Integer Reflects on Year One”
The NonProfit Times: What We Learned Navigating the New House Rules on Earmarks
Integer’s Steve Taylor and Geoffrey Paul write about their experience securing earmarks for nonprofits in the most recent issues of The NonProfit Times. Applying for earmark funding was a confusing and uncertain process this year, even for experienced nonprofits. Unexpected changes and deadlines added to the uncertainty, which made applying for Fiscal Year 2024 earmarks feelContinue reading “The NonProfit Times: What We Learned Navigating the New House Rules on Earmarks”
Bond Dealers of America: Navigating a New Congress with a Divided Government
During the 118th Congress, lawmakers are facing a steep climb to advance their priorities. With a divided Congress and slim margins in both chambers, getting anything to the president’s desk is going to be a big lift, but understanding the parties’ respective agendas and where they may overlap can go a long way toward navigatingContinue reading “Bond Dealers of America: Navigating a New Congress with a Divided Government”