If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this
No doubt, your news feed includes far more
If you’ve been tracking federal legislation, you’re likely aware that on December 29, 2022, President Biden signed a $1.65 trillion-dollar
If you’ve supported a particular charitable organization for many years and perhaps even served on its board of directors, you
Your family may be among those taking their charitable giving budgets more seriously this year, given the stock market’s challenges,
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence!
As you prepare to gather with family and friends over the Thanksgiving holiday, we invite you to reach out to
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a
