October 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore charitable IRA and bequests, the different types of property and its impact on estate plans, as well as how to adjust your tax withholding. Read below to stay in-the-know on industry news.

June 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore charitable gift annuity, scams to beware of during tax season, gifts of real estate and more. Read below to stay in-the-know on industry news.

April 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore charitable gift annuity, scams to beware of during tax season, gifts of real estate and more. Read below to stay in-the-know on industry news.

September 2017 Roundup for Professional Advisors

In our roundup for professional advisors, we explore double charitable trust-unitrusts, joint tenancy with right of survivorship and “blended gifts” for donors. Stay in-the-know on industry news.