Inherited IRAs: A charitable solution?
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...
Two reasons to celebrate charitable giving (and three steps to engage your clients)
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....
Champions of IECF: Frank and Marcia Campbell
“Champions” of The Community Foundation in 2018 are husband and wife, Frank Campbell, CLU, CLS and Marcia Campbell, CPA. Together, the Campbells were essential in the establishment of a donor-advised fund by one of their joint clients. “I was introduced to IECF early...
