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?