
One Big Beautiful Bill Act: Three Insights for Philanthropy
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House

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

As you consider your 2025 giving priorities, you’ll no doubt recall that writing a check to favorite charities is not