Professional Advisor Insights

Category

5 September 2025

One Big Beautiful Bill, QCDs and Corporate Giving

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5 August 2025

Timing Gifts, Giving Anonymously & Donating Artwork

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14 July 2025

One Big Beautiful Bill Act: Three Insights for Philanthropy & More

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19 June 2025

Pending Tax Legislation, Donating Business Interests & Moving a DAF to a Community Foundation

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7 May 2025

Charitable Remainder Trusts, Private Foundations & Focusing on Philanthropy

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8 April 2025

Trust Matters, DAFS vs. Private Foundations & Charitable Gift Annuities

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8 March 2025

Tax Time Blues, Generational Shifts & Tax Legislation

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19 February 2025

Tax Scenarios, Giving Local & Wise Giving During a Crisis

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10 January 2025

2025 Legislative Menu, Planning Ahead and Happy Clients

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10 December 2024

Your Next Tax Planning Move, QCDs & a Cheat Sheet

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