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Planning for a sunset: lock in a higher exemption, unlock a legacy
Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will…
Mixing business and charity: keep it ethical, legal and transparent
Your clients who are corporate executives have likely wondered at some point about the benefits of aligning their…
Gifts of appreciated stock: picking favorites
Donating highly appreciated stock to a fund at Greater Cincinnati Foundation (GCF) offers significant advantages for your clients…
Advising the charitable millionaire next door
At the end of 2024’s first quarter, CNN reports that an estimated 485,000 Americans could count themselves among…