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Choosing a Charitable Giving Vehicle
Pozen, Robert C.; Desai, Mayur; Graul, Maura A.Case HBS-314073-EAccounting and ControlElaine White is an accountant advising two couples, the Carsons and the Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and straightforward charitable giving objectives. The Bradleys are a wealthy couple with substantial assets, a more complex tax situation, and a desire to control the timing and recipients of the...Starting at €8.20
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Advising Families on Estate Planning
Pozen, Robert C.; Goodman, Lucas W.Case HBS-314088-EAccounting and ControlSean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple that married late in life and had highly asymmetrical wealth and age. In the case, Warrick is reading a report written by Peter Sullivan, a top estate planning adviser, which considers...Starting at €8.20
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Tough Choices for the Illinois Pension System
Pozen, Robert C.; Khurana, BrijCase HBS-311139-EAccounting and ControlThis case describes the precarious fiscal situation of the Illinois public pension system in the spring of 2009 and the accounting of pension plans by nonfederal municipalities more generally. In February 2009, in the midst of a recession, recently appointed Governor Quinn had to lay out his budget for the coming fiscal year and tackle the state's underfunded public pension, its largest liability. Immediately, the governor needed to raise funds t...Starting at €8.20
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Tough Choices for the Illinois Pension System, Teaching Note
Pozen, Robert C.; Khurana, BrijTeaching Note HBS-311140-EAccounting and ControlTeaching Note for 311-139.Starting at €0.00