Tongue twister: OBBBA, IRAs, QCDs, and FAQs

Tongue twister: OBBBA, IRAs, QCDs, and FAQs

If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...
Gifts of artwork: Worth a look, but be careful

Gifts of artwork: Worth a look, but be careful

If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged...

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