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Office Hours: "Effects of Rising 7520 Rates on Gift Planning Tax Incentives"

  • 13 Sep 2022
  • 4:00 PM - 5:00 PM
  • Virtual
  • 10



"Effects of Rising 7520 Rates on

Gift Planning Tax Incentives"


Russell A. Willis III, J.D., LL.M.

Consultant to Lawyers and other Tax Professionals

An Advisor to the Advisors

The section 7520 rate, which ascribes present values to income and remainder interests, has been rising rapidly in recent months. While the remainder after a life estate is losing value relative to the income interest, the present value of a remainder after a fixed annuity is rising sharply. This can have significant consequences not only for prospective planned gifts, but also for acceleration of existing arrangements. We need to be prepared to have meaningful conversations with our donors.

  • Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a PGRTAZ board member or committee member.
  • Participants will be limited to 8 in order to encourage discussion and Q&A.
  • During the 2022-2023 program year, PGRTAZ will offer an Office Hours session on the first Tuesday of selected months at 4pm on these dates: September 13th, October 11th, February 14th and March 14th.
  • PGRTAZ members will participate without a fee and will have first opportunity to register. 
  • If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.
  • Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  

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