Three clients. Three solutions. One common theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware
michelle@areafoundation.org
October 14, 2025
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the
For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and
In an economic and legislative environment full of unpredictability, we encourage you to tap the knowledgeable team at the FM Area
It’s more important than ever to stay informed about how changes in the tax law may affect your charitable giving.
Featured Speaker: Bryan Clontz Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your
At the FM Area Foundation, we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even
As individuals, families, and businesses get more involved in charitable giving, it’s not uncommon to become overwhelmed with all the