Three clients. Three solutions. One common theme.

Three clients. Three solutions. One common theme.

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...
Inherited IRAs: A charitable solution?

Inherited IRAs: A charitable solution?

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...
OBBBA, IRAs, QCDs, Oh My!

OBBBA, IRAs, QCDs, Oh My!

If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...
One Big Beautiful Bill Act: Three big picture pointers

One Big Beautiful Bill Act: Three big picture pointers

“So, what does it mean for charitable planning, really?” It’s an understandable question, not only because the bill is so, well, big, but also because the roller coaster ride leading up to the final bill included many provisions that ultimately did not make it into...
Gifts of artwork: Worth a look, but be careful

Gifts of artwork: Worth a look, but be careful

If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged...