Year-End Giving: Repeat, Repeat, Repeat
It’s the season for email newsletters hitting your inbox with tips for tax planning. We get it! With so much information flying around for your clients, too, we highly recommend that you cut through the noise and mention three key tax strategies to your clients at least twice, and ideally three times, before late December: […]
What Your Charitable Clients Need To Know Now About Tax Reform
Late last month, the White House
Trends That Inform What Your Clients Are Thinking Even If They Aren’t Saying It
Hot off the press, the