News - advisors

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  Gifts of cash or stock: Is it a toss-up?

  Turbulent economic conditions, concerns about inflation, and challenges in the banking sector are just a few of the factors that are causing donors to be more financially conservative and perhaps begin to evaluate whether to keep their charitable giving at the levels of years past.
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  Bridging the gaps in multi-generational family philanthropy

  Differing views within families are nothing new. For generations, common topics of disagreement have included popular culture, politics, religion and parenting, just to name a few. Frequently outranking all is money, and how it’s made, spent or saved—or not.
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  Retirement plans to charity: Understanding the “trifecta” of tax benefits

  Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. If you’re wondering why, it likely has a lot to do with the buzz about Qualified Charitable Distributions
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  Tax scrutiny: Should clients worry about the IRS’s bigger budget?

  Little doubt remains that your high income-earning clients can expect more oversight and less room for error. This reality also concerns attorneys, accountants, and financial advisors who are responsible for helping their clients adhere to the tax laws with integrity.
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  Turmoil in banking and technology: Optimism for charitable giving?

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