Professional Advisor Insights

Category

7 July 2023

AI & Philanthropy, Catch-Up Contributions & QCDs

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12 June 2023

DAFs for Clients, Giving Stock or Cash in 2023 & Navigating Multi-Generational Family Philanthropy

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3 May 2023

Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy

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13 April 2023

Banking Fallout, Charitable Deduction Legislation and What’s on the IRS Radar

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13 March 2023

Disaster Philanthropy, QCD Reminders and Giving a Business to Charity

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6 February 2023

Helping Clients Get Organized, Infusing Philanthropy into Conversations and 3 Tax Tips for 2023

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9 January 2023

New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023

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5 December 2022

AMPlifying Giving Season, Donor-Advised Funds and QCDs

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1 November 2022

Giving Season for Clients, Handy Tools in a Bear Market & GivingTuesday

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10 October 2022

Charitable Giving in a Bear Market, Hurricane Relief & Nonprofit Sector Insights

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