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,
January 14, 2026
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,
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact
On Friday, November 14, our team joined local nonprofit leaders, fundraisers, and partners for the annual National Philanthropy Day Celebration, hosted by the Association of Fundraising Professionals – Northeast Indiana
The team is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far
As you counsel clients through year-end tax planning, we encourage you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the
In moments when our community needs trusted information the most, local public media steps in to keep us informed, connected, and inspired. This fall, that trust was met with an
Through the Inspiring Places pillar, we invest in projects that help make Allen County a place where people feel connected, energized, and proud to call home. This cycle supports organizations