Professional Advisor Insights
19 June 2025
Pending Tax Legislation, Donating Business Interests & Moving a DAF to a Community Foundation
Professional Advisor Insights
Category
Professional Advisor Insights
7 May 2025
Charitable Remainder Trusts, Private Foundations & Focusing on Philanthropy
Professional Advisor Insights
8 April 2025
Trust Matters, DAFS vs. Private Foundations & Charitable Gift Annuities
Professional Advisor Insights
8 March 2025
Tax Time Blues, Generational Shifts & Tax Legislation
Professional Advisor Insights
19 February 2025
Tax Scenarios, Giving Local & Wise Giving During a Crisis
Professional Advisor Insights
10 January 2025
2025 Legislative Menu, Planning Ahead and Happy Clients
Professional Advisor Insights
10 December 2024
Your Next Tax Planning Move, QCDs & a Cheat Sheet
Professional Advisor Insights
17 October 2024
Election Season, Event Tickets & Starting the Charitable Giving Conversation
Professional Advisor Insights
16 September 2024
Client Procrastination, Closely-Held Stock Gifts & Tips to Stay Current
Professional Advisor Insights
8 August 2024
Advising Frugal Clients, Passing Wealth to Children & Gifts of Real Estate