by WCF Intern | Jun 18, 2025
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected...
by WCF Intern | Jun 18, 2025
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement,...
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...
