Professional Advisor Insights
10 January 2025
2025 Legislative Menu, Planning Ahead and Happy Clients
Qualified Charitable Distribution
Professional Advisor Insights
10 December 2024
Your Next Tax Planning Move, QCDs & a Cheat Sheet
Giving Tips
1 November 2024
8 Tax-Smart Charitable Giving Tips Before 2024 Ends
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
6 June 2024
401(k) Millionaires, Charitable Giving for Corporate Executives & IRS Updates
Professional Advisor Insights
7 May 2024
Proposed Regulations, Assets that Make Great Charitable Gifts & Election-Year Dynamics
Professional Advisor Insights
4 April 2024
Numbers Talk, Benefits of Legacy Funds & Philanthropy in the Spotlight
Professional Advisor Insights
11 March 2024
Tax Return Reviews & A Primer on Types of Charitable Funds
Professional Advisor Insights
6 February 2024
Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local