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...
by Seth Stegall | Sep 11, 2024
Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination habit. It seems that the more daunting the task, the harder it is to tackle. This is a major reason...
by Seth Stegall | Sep 11, 2024
The Wayne County Foundation team keeps a finger on the pulse of current events and legal developments that could impact the way you work with your charitable clients. Below are three notable items that you’ll likely want to keep in mind this fall. Election year...
by Seth Stegall | Sep 11, 2024
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client’s goal, but gifts of stock can...
