Jan 2, 2026 | advisor knowledge hub, blog
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...
Jan 2, 2026 | advisor knowledge hub, blog
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...
Jan 2, 2026 | blog, grantee spotlights
The Wildlights celebration at The Living Desert launched on Nov. 25, running through the holidays, but for one non-profit organization covering both San Bernardino and Riverside counties, the annual Palm Desert event will act as a safe haven. On Dec....
Jan 2, 2026 | blog, grantee spotlights
The Child Development Center at Martha’s Village & Kitchen has long offered exceptional care for children from 8 weeks old through the age of 5. Through the years, parents have often felt supported knowing their children are in great care while they take measures...
Dec 29, 2025 | blog, grantee spotlights
At a time when millions of Americans and many Valley locals are being affected by food insecurity and the disruption of SNAP benefits, two change agents have stepped forward to help. Jack Fitzsimmons and Walter Gendell, who established a donor advised fund at Inland...
