Resources
Estate Tax Planning: What's Your Next Move?
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action to prevent the estate tax exemption...
Read Story
Resources
Closely-held stock is having a moment
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if...
Read Story
Resources
Starting the charitable conversations with your clients
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates an emotional planning environment, whether the matter...
Read Story
Resources
Advising the Charitable Millionaire Next Door
*This article includes external informational links and is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.With so many of your charitably inclined clients holding large sums of...
Read Story
Resources
“Shell funds” and other handy tools for charitable clients planning ahead
Getting a jump on a future “to do” list is always such a good feeling. The team at the Community Foundation can help you with your clients’ long-term charitable giving plans by putting in place...
Read Story
