Our Blog
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...
Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you’re not alone. Whether you’re an attorney, CPA, or financial advisor, at some point you will...
Rare but powerful “charitable exits”: Know it when you see it
If your client base includes business owners, you’re likely familiar with the advantages of giving closely-held business interests to charity. Beyond that, however, the details may get fuzzy. That’s completely understandable, as most advisors encounter only a few of...
Bread and butter strategy—QCDs for clients 70½ and older
As the economic and legislative environment continues to evolve, advisors are sharpening every tool available to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) have renewed focus on...
Just the beginning: Flexible and tax-friendly donor-advised funds
As attorneys, CPAs, and financial advisors, you’ve likely noticed increased coverage of donor-advised funds in financial publications. This comes as no surprise, given that these popular vehicles can help your clients achieve both their financial and philanthropic...
Three clients. Three solutions. One common theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax planning. Consider the...
Inherited IRAs: A charitable solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
Charitable giving: Two reasons to celebrate, three steps to engage
There’s a lot to celebrate in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients to...
OBBBA, IRAs, QCDs, Oh My!
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...