May 5, 2026 | advisor knowledge hub, blog
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients! While you’ve been busy reading dozens of articles and evaluating how the changes will impact your...
May 5, 2026 | advisor knowledge hub, blog
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They sure do come in handy in certain client situations, though. At IECF, we are happy to establish a donor-advised fund or another type of...
May 5, 2026 | advisor knowledge hub, blog
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor-advised funds and other types of funds at IECF, structure charitable gifts in wills and trusts, establish charitable remainder trusts, and...
Apr 3, 2026 | advisor knowledge hub, blog
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time,...
Apr 3, 2026 | advisor knowledge hub, blog
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market...
Apr 3, 2026 | advisor knowledge hub, blog
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable...
