Bunching charitable gifts, year-end, and getting ahead
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it’s an ideal time to revisit charitable giving strategies that could be important to help clients achieve their 2026 planning objectives. A […]
Business succession planning: Four questions and one word of caution
At the FM Area Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in our community that improve the quality of life for everyone. In many cases, we’re helping business owners structure their personal and family philanthropy. A natural extension […]