Professional Advisor Insights
3 May 2023
Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy
Qualified Charitable Distribution
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
Giving Tips
26 October 2022
6 Ways to Maximize Your Charitable Giving Deductions Before 2022 Ends
Professional Advisor Insights
10 October 2022
Charitable Giving in a Bear Market, Hurricane Relief & Nonprofit Sector Insights
Professional Advisor Insights
7 September 2022
Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits
Professional Advisor Insights
17 August 2022
Can Clients Donate from an IRA to a Community Foundation?