The document provides an overview of PPVA Investment Accounts, highlighting their tax deferral benefits and suitability for charitable bequests. It explains the tax advantages, control over investment portfolios, and potential benefits for private foundations or public charities. The document is intended to guide discussions on optimizing planned gifts using PPVA Investment Accounts.
doj/DataSet10/EFTA01455480.pdf
{"key_people":["Brian Garbler","Michael","Paul","Rich"],"document_type":"correspondence","key_locations":["New York"],"document_subtype":"memo","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc."]}