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.

Feb. 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore irrevocable life insurance trusts, a gift of a remainder interest in a personal residence, gifts of real estate and more.

February 2018 Roundup for Professional Advisors

In our roundup for professional advisors, we explore annual gift exclusions, recommendations on avoiding tax scams, charitable giving strategies for business ownership interests and more.