Professional Advisor Insights
12 October 2023
What’s Deductible, Donor-Advised Fund Options & Serving Female Clients
Qualified Charitable Distribution
Professional Advisor Insights
11 September 2023
Smart Disaster Giving, Appreciated Stock & Business Sales
Professional Advisor Insights
7 July 2023
AI & Philanthropy, Catch-Up Contributions & QCDs
Professional Advisor Insights
12 June 2023
DAFs for Clients, Giving Stock or Cash in 2023 & Navigating Multi-Generational Family Philanthropy
Professional Advisor Insights
3 May 2023
Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy
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