Professional Advisor Insights

Category

7 September 2022

Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits

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17 August 2022

Can Clients Donate from an IRA to a Community Foundation?

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9 August 2022

Bequests, Legislative Updates & Gifts of Farmland

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6 July 2022

Tax Strategies for Younger Clients, the Community Foundation Edge & QCD Enhancements

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13 June 2022

Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy

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10 May 2022

QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors

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7 April 2022

SECURE Act 2.0, Wealth Tax & Non-Income Producing Assets

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4 March 2022

How Client Perceptions, Inflation & Crypto are Impacting Charitable Giving

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7 February 2022

Should bigger gifts change the philanthropy conversation with clients?

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6 January 2022

Why Incorporating Philanthropy is Essential for Financial Planners in 2022

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