by Haley Hokey | Jan 27, 2026
Well before 2025 made way for 2026, you were probably already tracking the various IRS thresholds that are subject to adjustment, as well as the impact new tax laws will have on planning techniques. But have you thought about how each of these thresholds might relate...
by Haley Hokey | Jan 27, 2026
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...
by Haley Hokey | Jan 27, 2026
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you’re not alone. Whether you’re an attorney, CPA, or financial advisor, at some point you will...
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...
