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Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December!
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As an advisor, you often talk with your clients about life insurance–how much is enough and which policies are best suited for a client’s particular situation.
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The end of the year always seems to sneak up on us, doesn’t it? One minute, we’re watching fireworks on the fourth of July and then next – the season of giving thanks and gathering with friends and family is upon us.
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With the need for affordable housing on the rise, advocates from across our community continue to sound the alarm and call for solutions.
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Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about tax deductions–and tax rules in general–over the last few years. Tax law changes at the end of 2017 have caused a lot of ongoing taxpayer confusion.
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