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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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As an advisor to business owners—and collaborating with LCF—you can help your clients leverage potential future liquidity events to support the community causes they care most about.
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Most attorneys, accountants, and financial advisors are well-aware of donor advised funds and the reasons behind their popularity. Especially when a donor advised fund is established at LCF, this vehicle is an excellent way for your clients to organize their charitable giving and get even more connected to the causes they care about.
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