News - advisors

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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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  Proposed legislation: Is better deductibility back on the table?

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  Giving a business to charity: Stack the odds in your client’s favor

  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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