If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you are well aware that
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They sure do come in handy
Rising Together Grants: Connected Community Strong communities are built through connection, belonging, and opportunities for people to engage with one another. This year’s Connected Community grant applications reflected a wide
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor advised funds and other types of funds with us,
Advisor Voices: Tracy Troyer, J.D. Troyer & Good, PC — Estate Planning, Probate & Elder Law Why do you think it’s important to bring up the topic of charitable
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
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one
