by WCF Intern | Apr 23, 2025
If you are fielding questions about charitable gift annuities (CGAs) here are some reasons they may be on your client’s mind: A $54,000 opportunity Word is finally getting out about the availability of a one-time Qualified Charitable Distribution...
by WCF Intern | Apr 23, 2025
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you are familiar with both private foundations and donor-advised funds as useful charitable giving tools....
by WCF Intern | Mar 24, 2025
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Here’s a quick rundown of three things you need to know: Sunsetting provisions of the Tax Cuts and Jobs Act of 2017. The TCJA’s scheduled expiration at the end of 2025 will...
by WCF Intern | Mar 24, 2025
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most...
by WCF Intern | Mar 24, 2025
After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in...
by WCF Intern | Feb 25, 2025
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving...
