Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask us to provide a refresher course on the
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
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
One of the Community Foundation’s key tenets of its We Do Three Things initiative is to connect resources to nonprofits through grantmaking and education. For over 100 years, the Community
It’s no secret in Indiana that taxes, and specifically real estate property taxes, are a subject of hot debate. Good, bad, or indifferent, it appears there is some consensus that
In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance to those affected. This may
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as
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
The Community of Greater Fort Wayne (CFGFW) is excited to announce two key updates to our team. These updates highlight our ongoing commitment to advancing the Women’s Fund and our
