February 23, 2024
Top 3 Takeaways from the 58th Annual Heckerling Institute on Estate Planning
1. Reporting Requirements First, the reporting requirements for individuals and entities under the Corporate Transparency Act (CTA) was the topic of the conference. Commencing January 1, 2024…
January 22, 2024
Achieving Success in Business Succession Planning: Takeaways from January's Distinguished Speakers Series
Thank you to everyone who attended the January Distinguished Speakers Series programs, and a special thanks to our speaker, Jere Doyle. The event had a great turnout, with 100+ attendees learn…
November 16, 2023
Dealing with Difficult Families and Deceitful Fiduciaries: Takeaways from November's Distinguished Speakers Series
Thank you to everyone who attended the November Distinguished Speakers Series programs, and a special thanks to our speaker, Professor Roberta (Bobbi) Flowers. The event had a great turnout, w…
September 20, 2023
Optimizing the Power of Charitable Giving: Takeaways from September's Distinguished Speakers Series
Thank you to everyone who attended the September Distinguished Speakers Series programs, and a special thanks to our speaker, Dr. Russell James, PhD. The event had a great turnout, with 120 at…
September 6, 2023
Why Should I Choose a Community Foundation Donor Advised Fund Over a Commercial Donor Advised Fund?
Donor Advised Funds (DAFs) are the fastest growing charitable vehicle to offer clients. They’re easy to establish, offer flexibility as to timing to make grants, and the donor immediatel…
November 9, 2022
Events Season and Donor Advised Funds
Fundraising events are as critical as ever to many local organizations to support their important missions. We are grateful for the generosity and collaboration of many donors in supporting t…
September 13, 2022
Win an Income-Tax Trifecta With Charitable Donations
From The Wall Street Journal, Sept. 2, 2022 by Laura Saunders Death is a certainty, but some taxes actually aren’t when you make charitable bequests using individual retirement account…
November 4, 2021
The CARES Act: 2021 Provisions To Consider For Charitable Giving
As long as the market remains strong and because the CARES Act is still in effect, 2021 is the year to consider making a significant charitable gift. However, first and foremost, always talk…