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?
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
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
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
QCDs: Good News and Important Reminders
Income Timing: A NIMCRUT Could Hold the Key
Social Consciousness: Today’s Expectations of Advisors
Thumbs Up: SECURE Act 2.0
A Mixed Bag: Budget Legislation
Cash Crunch: Gifting Non-Income Producing Assets
Winds of Change and Headwinds: Legislation and Inflation
Closely-Held Business Interests: Adventuresome Giving
Crypto and CRTs: Buried Treasure or Hidden Pitfalls?
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