Mar 73 minClient 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...
Mar 72 minIn case you missed it: Three tax tips for this season1. Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new...
Mar 72 minGiving a business to charity: Stack the odds in your client’s favorDespite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated...
Mar 72 minHidden no more: Designated funds and field-of-interest fundsMost attorneys, accountants, and financial advisors are well-aware of donor-advised funds and the reasons behind their popularity....