by Haley Hokey | Nov 21, 2025
If your client base includes business owners, you’re likely familiar with the advantages of giving closely-held business interests to charity. Beyond that, however, the details may get fuzzy. That’s completely understandable, as most advisors encounter only a few of...
by Haley Hokey | Nov 21, 2025
As the economic and legislative environment continues to evolve, advisors are sharpening every tool available to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) have renewed focus on...
by Haley Hokey | Nov 21, 2025
As attorneys, CPAs, and financial advisors, you’ve likely noticed increased coverage of donor-advised funds in financial publications. This comes as no surprise, given that these popular vehicles can help your clients achieve both their financial and philanthropic...
by Haley Hokey | Oct 21, 2025
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax planning. Consider the...
by Haley Hokey | Oct 21, 2025
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
by Haley Hokey | Oct 21, 2025
There’s a lot to celebrate in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients to...
