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Good News Keeps Coming: Retirement Plans and Charitable Giving
阅读更多：Good News Keeps Coming: Retirement Plans and Charitable GivingQCDs allow eligible clients to donate directly from an …
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Wake Up Call: OBBA Changes and Client Conversations
阅读更多：Wake Up Call: OBBA Changes and Client ConversationsWhile advisors may already be deeply familiar with the …
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Rare But Useful: Planning With Charitable Lead Trusts
阅读更多：Rare But Useful: Planning With Charitable Lead TrustsA recent IRS ruling is drawing fresh attention to chari…
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Calling It Splits: What Happens to Charitable Assets in a Divorce?
阅读更多：Calling It Splits: What Happens to Charitable Assets in a Divorce?Charitable giving during divorce can create unintended …
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Case Study: Charitable Giving in a Down Market
阅读更多：Case Study: Charitable Giving in a Down MarketEven in uncertain markets, strategies like appreciated …
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Transferring a Private Foundation? Remind Clients to Communicate
阅读更多：Transferring a Private Foundation? Remind Clients to CommunicateA Donor Advised Fund can simplify private foundation gi…
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Serving Charitable Clients: Dual Strategies Emerge
阅读更多：Serving Charitable Clients: Dual Strategies EmergeWhether your client is planning a complex gift or just …
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Case Study: Business Owners Exit With a Family Legacy
阅读更多：Case Study: Business Owners Exit With a Family LegacyWhat happens to a family’s legacy after the business is…
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Documentation Is No Joke and Coffee Is Not Milk: Two Important Tax Rulings
阅读更多：Documentation Is No Joke and Coffee Is Not Milk: Two Important Tax RulingsThink your client’s charitable gift is deductible? Two …
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Women and Philanthropy: Four Insights to Inform Your Practice
阅读更多：Women and Philanthropy: Four Insights to Inform Your PracticeHappy Women’s History Month! Let’s reflect on the evolv…
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Worth a Look: Charitable Gifts of Real Estate
阅读更多：Worth a Look: Charitable Gifts of Real EstateThe Foundation is here to help with the charitable aspe…
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Postmarks, Rule Changes, and Remedies for Clients
阅读更多：Postmarks, Rule Changes, and Remedies for ClientsIf you were surprised by the ripple effect of a small U…
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Sudden Life Changes & How Giving Can Help Clients Get Through It
阅读更多：Sudden Life Changes & How Giving Can Help Clients Get Through ItFor many clients, generosity is one of the few topics t…
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Case Study: A QCD Conversion in Action
阅读更多：Case Study: A QCD Conversion in ActionAs you talk with clients over the coming weeks, keep in…
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Keep going: Why Donor Advised Funds (DAFs) Are Still Essential
阅读更多：Keep going: Why Donor Advised Funds (DAFs) Are Still EssentialOur team makes it easy for you, as the advisor, to inte…