Nov 6, 2025 | advisor knowledge hub, blog
If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may get fuzzy. That is totally understandable! Most advisors encounter only a...
Nov 6, 2025 | advisor knowledge hub, blog
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) are prompting renewed...
Nov 6, 2025 | advisor knowledge hub, blog
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help your clients achieve both their financial and...
Oct 3, 2025 | advisor knowledge hub, blog
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax planning. ...
Oct 3, 2025 | advisor knowledge hub, blog
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
Oct 3, 2025 | advisor knowledge hub, blog
There’s a lot to celebrate about charitable giving in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning and charitable giving is part of your client conversations every single month, week, and day of the year....
