Maximizing Charitable Giving: The Benefits of Donating Appreciated Stock
Advising may sound like a very rational job, but anyone who has done it knows that it can bring up a whole range of emotions in clients. Confronting… Read More
Advising may sound like a very rational job, but anyone who has done it knows that it can bring up a whole range of emotions in clients. Confronting… Read More
As discussions about the upcoming estate tax exemption sunset intensify, you may have heard from clients that they’re worried or confused about changes to the law that are slated for… Read More
Last November, the Treasury released proposed regulations concerning donor-advised funds (DAFs). These regulations, although still in the proposal stage, have garnered significant attention, especially following the IRS hearings on May… Read More
At the end of the first quarter of 2024, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has… Read More
When it comes to community engagement, corporate philanthropy has become an essential aspect of any company’s strategy. While this can be great for a company’s image and morale, managing philanthropic… Read More
In today’s business environment, corporate social responsibility isn’t just a buzzword—it’s a crucial component of a successful business strategy. Many companies, from small local enterprises to multinational corporations, are increasingly… Read More
Charitable giving is a commendable action, one that enriches communities and brings personal fulfillment for donors. For financial advisors, attorneys, and accountants, guiding clients on the most beneficial ways to… Read More
Have you ever considered the power your legacy holds? Imagine a world where your love and vision continue to impact lives long after you’re gone. Estate planning, often shrouded in… Read More
When tax season rolls around, it doesn’t just mean a time to crunch numbers; it’s also the perfect opportunity to kick off meaningful conversations with your clients about enhancing their… Read More
Qualified Charitable Distributions (QCDs) are a beneficial tool for financial and charitable planning. Yet, as their popularity grows, so does the confusion surrounding them. To ensure you’re well-equipped to navigate… Read More