advisor knowledge hub Archives - Page 7 of 7

Tax time blues: Why is this so hard?

Mar 6, 2025 | advisor knowledge hub, blog

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, and tax attorneys on the filings for last year and start checking in...

Caught by surprise? In case you missed it, here’s what’s going on with 2025 tax legislation

Mar 6, 2025 | advisor knowledge hub, blog

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 tax changes on the horizon in 2025, especially those that might impact...

Generational shifts: Fulfilling clients’ charitable wishes

Mar 6, 2025 | advisor knowledge hub, blog

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 Millennial children. The dollars involved are eye-popping. Most attorneys,...