Client conversations: Why your 2023 agenda must include charitable giving
No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few [...]
Celebrating the new Legacy IRA and a boost for QCDs
Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”) on December 23, 2022, followed by [...]
Playbook: How to Help Organize Your Giving Through a Donor-Advised Fund
You’re reviewing your information. Everything is in order. The estate planning documents are up to date, you’re ready to hear the latest investment results [...]
