by Haley Hokey | May 26, 2026
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. However, that may not be the case for your clients! While you’ve been busy reading dozens of...
by Haley Hokey | May 26, 2026
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. However, they sure do come in handy in certain client situations. At the Wayne County Foundation, we are happy...
by Haley Hokey | May 26, 2026
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor advised funds and other types of funds at the Wayne County Foundation, structure charitable gifts in wills and trusts,...
by Haley Hokey | Apr 21, 2026
As tax laws and market dynamics continue to shift, attorneys, CPAs, and financial advisors need to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable deductions are...
by Haley Hokey | Apr 21, 2026
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market...
by Haley Hokey | Apr 21, 2026
As you work with clients who have established a private foundation, it’s not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time,...
