http://www.pgcalc.com/kbase en-us http://www.pgcalc.com/kbase ActiveKB NX support@pgcalc.com Wed, 16 May 2012 22:40:45 EDT 20 http://www.pgcalc.com/kbase/questions.php?questionid=524 http://www.pgcalc.com/kbase/questions.php?questionid=524 We hear regularly from puzzled clients who want to understand why a charitable remainder annuity trust (CRAT) they have just calculated fails to qualify as a CRAT, but a charitable remainder unitr ... Jennifer Wickham Fri, 13 Apr 2012 00:37:44 GMT http://www.pgcalc.com/kbase/questions.php?questionid=168 http://www.pgcalc.com/kbase/questions.php?questionid=168 How can the frequency of payments be changed, i.e., in cases where the donor has already taken the charitable deduction and then requests to change from a quarterly payment frequency to a m ... Jennifer Wickham Fri, 30 Mar 2012 18:04:58 GMT http://www.pgcalc.com/kbase/questions.php?questionid=522 http://www.pgcalc.com/kbase/questions.php?questionid=522 On December 16, 2011, the IRS provided new 1099-R Instructions for Annuitants that describe how to report 1099-R income on a Federal Income Tax return. Prior to then, these instructions stat ... Jennifer Wickham Wed, 15 Feb 2012 21:35:11 GMT http://www.pgcalc.com/kbase/questions.php?questionid=521 http://www.pgcalc.com/kbase/questions.php?questionid=521 When investors become skittish about the economy, many of them sell their publicly-traded securities and buy gold. This has certainly been the case over the last ten years. While publicly-traded s ... Jennifer Wickham Fri, 10 Feb 2012 16:40:59 GMT http://www.pgcalc.com/kbase/questions.php?questionid=520 http://www.pgcalc.com/kbase/questions.php?questionid=520 The schedule below applied for 1997 -2001 and then was superseded by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) for 2002 – 2010. However, EGTRRA included a sunse ... Jennifer Wickham Fri, 10 Feb 2012 14:11:00 GMT http://www.pgcalc.com/kbase/questions.php?questionid=519 http://www.pgcalc.com/kbase/questions.php?questionid=519 PG Calc Note: As a result of legislation passed in August 2005, California no longer requires the reasonable commensurate value (RCV) to appear in gift annuity agreements, effective 1/1/2006.STAT ... Jennifer Wickham Fri, 10 Feb 2012 14:07:20 GMT http://www.pgcalc.com/kbase/questions.php?questionid=252 http://www.pgcalc.com/kbase/questions.php?questionid=252 Schedule Z: Heads of Households Example: Joan Smith, a head of household, has gross income of $130,000 in 2011. She has one dependent and claims a standard deduction because she lacks sufficie ... Jennifer Wickham Thu, 09 Feb 2012 19:22:24 GMT http://www.pgcalc.com/kbase/questions.php?questionid=453 http://www.pgcalc.com/kbase/questions.php?questionid=453 Overview Upgrading to Windows 7 has several dimensions. The decision to upgrade will need to be made at each organization based on a number of factors, such as need for replacement of existing ma ... Jennifer Wickham Fri, 03 Feb 2012 14:33:05 GMT http://www.pgcalc.com/kbase/questions.php?questionid=518 http://www.pgcalc.com/kbase/questions.php?questionid=518 Jennifer Wickham Tue, 17 Jan 2012 16:10:42 GMT http://www.pgcalc.com/kbase/questions.php?questionid=509 http://www.pgcalc.com/kbase/questions.php?questionid=509 When you initially attempt to edit your Planned Giving Manager (PGM) documents with Microsoft Word 2010, you may receive an error message. You will see a yellow bar at the top that reads, "Pro ... Jennifer Wickham Fri, 13 Jan 2012 22:28:40 GMT