Advisor Knowledge Hub
Tax time blues: Why is this so hard?
After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors,...
Caught by surprise? In case you missed it, here’s what’s going on with 2025 tax legislation
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask IECF to provide a refresher course on the potential...
Generational shifts: Fulfilling clients’ charitable wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and...
