Client conversations: Why your 2023 agenda must include charitable giving

No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years...

In case you missed it: Three tax tips for this season

1. Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new...

Giving a business to charity: Stack the odds in your client’s favor

Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated...

Hidden no more: Designated funds and field-of-interest funds

Most attorneys, accountants, and financial advisors are well-aware of donor-advised funds and the reasons behind their popularity....

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