Professional Advisor Insights
7 July 2023
AI & Philanthropy, Catch-Up Contributions & QCDs
Professional Advisor Insights
Category
Professional Advisor Insights
12 June 2023
DAFs for Clients, Giving Stock or Cash in 2023 & Navigating Multi-Generational Family Philanthropy
Professional Advisor Insights
3 May 2023
Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy
Professional Advisor Insights
13 April 2023
Banking Fallout, Charitable Deduction Legislation and What’s on the IRS Radar
Professional Advisor Insights
13 March 2023
Disaster Philanthropy, QCD Reminders and Giving a Business to Charity
Professional Advisor Insights
6 February 2023
Helping Clients Get Organized, Infusing Philanthropy into Conversations and 3 Tax Tips for 2023
Professional Advisor Insights
9 January 2023
New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023
Professional Advisor Insights
5 December 2022
AMPlifying Giving Season, Donor-Advised Funds and QCDs
Professional Advisor Insights
1 November 2022
Giving Season for Clients, Handy Tools in a Bear Market & GivingTuesday
Professional Advisor Insights
10 October 2022
Charitable Giving in a Bear Market, Hurricane Relief & Nonprofit Sector Insights