Professional Advisor Insights

Category

3 July 2024

Emotional Ties to Stock, Mixing Business with Charity & Locking in the Exemption

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6 June 2024

401(k) Millionaires, Charitable Giving for Corporate Executives & IRS Updates

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7 May 2024

Proposed Regulations, Assets that Make Great Charitable Gifts & Election-Year Dynamics

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4 April 2024

Numbers Talk, Benefits of Legacy Funds & Philanthropy in the Spotlight

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11 March 2024

Tax Return Reviews & A Primer on Types of Charitable Funds

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6 February 2024

Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local

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9 January 2024

Spotting Client Opportunities, Unrestricted Giving & Tax Trends to Watch

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12 October 2023

What’s Deductible, Donor-Advised Fund Options & Serving Female Clients

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11 September 2023

Smart Disaster Giving, Appreciated Stock & Business Sales

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9 August 2023

Multi-Generational Philanthropy, Motivating Clients through Philanthropy & DAFs

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