Serving charitable clients: Dual strategies emerge

Serving charitable clients: Dual strategies emerge

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...
Case study: Charitable giving in a down market

Case study: Charitable giving in a down market

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...
Case study: Business owners exit with a family legacy

Case study: Business owners exit with a family legacy

As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for an...
Two important tax rulings to keep in mind

Two important tax rulings to keep in mind

At the Wayne County Foundation, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re committed to providing regular updates on legal and policy developments that may impact your clients.  In two...