“Bunching,” and planning for year-end

“Bunching,” and planning for year-end

When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important to check in on your charitable goals for 2026 before fall gets into full swing. Otherwise, you may find yourself scrambling to synchronize tax...
IPOs and charitable clients: Three scenarios for impact

IPOs and charitable clients: Three scenarios for impact

If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be...