Philanthropy: It’s a marathon, not a sprint

Philanthropy: It’s a marathon, not a sprint

As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your clients through an...
Tax time blues: Why is this so hard?

Tax time blues: Why is this so hard?

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...

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