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...
Generational shifts: Fulfilling clients’ charitable wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most attorneys,...
Just the facts: Five tax time reminders for charitable giving
Tax time is a great reason to review the basics! At IECF, our goal is to help make the tax aspects of your charitable giving as easy and effective as possible. If you’ve already established a donor-advised or other type of fund at IECF, or if you’re considering...
