by WCF Intern | Jan 27, 2025
We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know about to best serve your charitable clients? At the top of the list of issues we’re watching is what might happen with the Tax Cuts...
by Acacia St. John | Nov 25, 2024
Charitable giving is always an important strategy to discuss with your clients. Many high-net-worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes. Charitable giving strategies are particularly relevant as...
by Acacia St. John | Nov 25, 2024
Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, scheduled for the end of 2025 absent intervening legislation. “Absent intervening...
by Rebecca Gilliam | Oct 16, 2024
Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned. Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans....
by Rebecca Gilliam | Oct 16, 2024
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates an emotionally-charged planning environment, whether the matter at hand is tax...
by Rebecca Gilliam | Oct 16, 2024
Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want to be aware of a little wrinkle in the IRS rules that may surprise your clients...
