News - advisors

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  Valuable conversations: Why it's smart to talk with your clients about charitable giving

  January is a good time to start helping your clients plan for their annual giving.
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  Celebrating the new Legacy IRA and a boost for QCDs

  Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”) on December 23, 2022, followed by President Biden signing the Act into law on December 29, 2022. At more than 4,000 pages, the Act includes a wide range of provisions that affects multiple sectors.
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  How NFTs are connecting makers, investors and donors with causes they love

  The IRS has not directly addressed the tax rules governing NFTs, but it has issued guidance on the broader asset category of virtual currency
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  It’s a big deal: Answering clients' questions about GivingTuesday

  Giving Tuesday–or “GivingTuesday” to be more accurate–has become a philanthropic phenomenon of sorts, generating support and enthusiasm from a wide range of people and institutions.
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  Strong year-end giving in a bear market: Donor advised funds come in handy

  Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy. During years when highly-appreciated stock is in short supply, however, implementing this strategy may be easier said than done.
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