News and Announcements

IRA Rollover Passes for 2008/2009!

Good News! The IRA Charitable Rollover Passed!
In "Division C -- the Tax Extenders and Alternative Minimum Tax Relief Act of 2008" of H.R. 1424, Congress extended an excellent charitable planning opportunity for both 2008 and 2009. This act permits an IRA owner age 70½ or older to make a direct transfer to charity. The transfer may be up to $100,000 in one year and this IRA rollover will exist for year 2008 and year 2009. Sec. 408(d)(8)(A).

Marketing the IRA Rollover
All charitable organizations will immediately need to make this opportunity known to their friends and supporters. Many nonprofits have been collecting lists of donors who have given through IRAs in the past or are interested in making gifts in the future.


Newly Designed Website Launches

Kennedy Pierson & Strachan LLC is pleased to announce the launch of its newly designed website. Our new site includes revised information about our practice areas, as well as general information about topics of interest to our clients. The site is also more navigable and designed to be easier to read. It also provides a contact form that enables current and prospective clients to contact our office directly from the site. We are currently working on the infrastructure that will enable our clients to directly access password-protected documents pertaining to their own matters. We invite you to browse our new site and send us any questions or comments that you might have.