Professional Advisor Insights
7 September 2022
Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits
Professional Advisor Insights
Category
Professional Advisor Insights
17 August 2022
Can Clients Donate from an IRA to a Community Foundation?
Professional Advisor Insights
9 August 2022
Bequests, Legislative Updates & Gifts of Farmland
Professional Advisor Insights
6 July 2022
Tax Strategies for Younger Clients, the Community Foundation Edge & QCD Enhancements
Professional Advisor Insights
13 June 2022
Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy
Professional Advisor Insights
10 May 2022
QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors
Professional Advisor Insights
7 April 2022
SECURE Act 2.0, Wealth Tax & Non-Income Producing Assets
Professional Advisor Insights
4 March 2022
How Client Perceptions, Inflation & Crypto are Impacting Charitable Giving
Professional Advisor Insights
7 February 2022
Should bigger gifts change the philanthropy conversation with clients?
Professional Advisor Insights
6 January 2022
Why Incorporating Philanthropy is Essential for Financial Planners in 2022