Donor-advised funds have gained significant attention in recent times, and some of your clients might have already established such funds with commercial gift fund providers. As you navigate your clients’… Read More
Legacy giving is an indispensable facet of estate planning and philanthropy, offering a unique opportunity to leave a lasting impact on cherished charitable causes. While it often garners attention from… Read More
On December 23, 2022, Congress passed the momentous Consolidated Appropriations Act of 2023 (CAA), a colossal $1.65 trillion-dollar omnibus spending bill that touched upon numerous sectors. The ink had barely… Read More