September 2022

Inherited IRAs: Big headache or big opportunity?

Highly-Appreciated Stock: If your client missed the ideal window, it’s still not too late to support charity

The “I’s” have it: Two key topics for client meetings

Cryptocurrency: What it your clients own it and you don’t think they should?

August 2022

Back to Basics: Reminding clients about wills, trusts, and charitable bequests

Summer legislative updates – and looking ahead to sunsets

Farms, tax planning, and funding a family legacy

July 2022
Bunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving

The community foundation edge: Personal knowledge, QCD eligibility, and public support

QCD enhancements: Steps forward and fingers crossed

June 2022
Planning for retirement and giving to charity: Intertwined solutions in economically puzzling times

Playbook: Helping clients organize their giving through a donor-advised fund

Finding the good, giving as a wealth strategy, and an open invitation

May 2022
QCDs: Good News and Important Reminders

Income Timing: A NIMCRUT Could Hold the Key

Social Consciousness: Today’s Expectations of Advisors

April 2022
Thumbs Up: SECURE Act 2.0

A Mixed Bag: Budget Legislation

Cash Crunch: Gifting Non-Income Producing Assets

March 2022
Winds of Change and Headwinds: Legislation and Inflation

Closely-Held Business Interests: Adventuresome Giving

Crypto and CRTs: Buried Treasure or Hidden Pitfalls?

Want to receive these as they are published? Join our email list.