Trends That Inform What Your Clients Are Thinking Even If They Aren’t Saying It
Hot off the press, the
Onsharp.Admin
November 16, 2021
Hot off the press, the
S Corporation, or limited liability company? That’s a
According to 2020 statistics released in June 2021 as part of the
In an era of social media and intense polarization of rhetoric, it’s no wonder so many charitable individuals and families
When tax season rolls around each spring, a new crop of questions may arise concerning clients’ gifts to various organizations
What if your clients make donations to entities that don’t fall under a specific section of the Internal Revenue Code,
Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your
In today’s market conditions, we want to highlight the unique importance of Qualified Charitable Distributions (QCDs) and Charitable Lead Annuity Trusts (CLATs).
Donor-advised funds are a popular charitable giving tool. And right now is a perfect time to evaluate this planning strategy