What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact on planning techniques. But have you thought about how each of these thresholds might relate to your...
No children? Three calls-to-action for charitable planning
Many people without children wonder how their legacy will take shape. Rather than focusing on biological heirs, they often find freedom to channel their resources, time, and values toward the broader community. Indeed, Americans over age 50 without children are more...
A key to client retention: Consider charitable planning
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far easier and more cost-effective than securing a new client. For...
