As individuals, families, and businesses get more involved in charitable giving, it’s not uncommon to become overwhelmed with all the
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial
When working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely
As attorneys, CPAs, and financial advisors, you know that trust is the foundation of your relationships with clients. Your clients
