Advisor News
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Scenarios to consider as tax time approaches
Mar 14, 2025
As attorneys, CPAs, and financial advisors, you are well aware that you have your clients’ attention when tax season rolls around. This makes it a great time to cover tax…
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Encouraging your clients to plan ahead in 2025
Jan 27, 2025
As a professional advisor, you and your clients may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump…
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Determining the Right Charitable Planning Tool for Clients
Dec 30, 2024
Which type of charitable planning tool is best for a particular client? That is a question we regularly get asked by attorneys, CPAs and financial advisors. At the Community Foundation,…
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Navigating multiple charitable strategies for clients
Dec 2, 2024
Charitable giving is always an important strategy to discuss with your clients. Many individuals and families are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes.…
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Tips for starting a charitable giving conversation
Nov 5, 2024
Whether the matter at hand is tax planning, updating wills and trusts, or structuring retirement portfolios, attorneys, CPAs and financial advisors are no strangers to tough conversations. How can those…
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