News - advisors

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  Three clients. Three solutions. One common theme.

  We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax planning. 
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  Three steps to engage your clients in October

  For many attorneys, financial advisors and CPAs, estate planning is part of your client conversations every single month, week and day of the year.
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  Tongue twister: OBBBA, IRAs, QCDs, and FAQs 

  Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial advisors as you counsel your charitable clients.  
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  Timing is everything: Mapping out clients’ 2025 charitable giving plans

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  Generational Shifts: Fulfilling clients' charitable wishes

  Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.
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