Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, you’re ready to share the latest investment
With President Biden’s Build Back Better 2022 budget reconciliation bill still pending, the White House just released its Fiscal Year 2023 budget proposal laying out several revenue-generating components and including
You’ve no doubt noticed that donor advised funds have been featured more prominently over the last few weeks in financial and wealth management publications. That’s in part because the Accelerating
As we, the Community Foundation of Greater Fort Wayne, celebrate our 100th anniversary we have thought a lot about legacy throughout the years. Especially the legacies that others have allowed
You’ve no doubt noticed that donor advised funds have been featured more prominently over the last few weeks in financial and wealth management publications. That’s in part because the Accelerating
The number of businesses in the United States totals more than 27 million, but only a tiny fraction of those are publicly traded. Even so, your clients still have
“For federal tax purposes, virtual currency is treated as property. General tax principles applicable to property transactions apply to transactions using virtual currency.” That’s a key phrase in IRS
Nearly one hundred years ago, a group of local leaders stepped forward to create a pool of endowed assets designed to serve the needs of Fort Wayne and Allen County
by Howard Chapman We live in an age of acronyms. No day goes by without some discussion about the IRS (Internal Revenue Service), PBS (Public Broadcasting System), FDIC (Federal
