Bread and butter strategy: QCDs for clients 70½ and older
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...
Donor-advised funds: Flexible, tax-friendly, and just the beginning
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...
Writing a New Story for Local News: Introducing the Documentary “Reimagining Local News”
Across the country, a new story is unfolding in local news. While national headlines focus on decline, communities are proving what’s possible by reimagining how local news can better serve, inform, and connect us all. Here in the Inland Empire, our work at the IE...
