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.

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.