Philanthropic Insights
Timely charitable topics of interest to you and your clients.
A Treat to Boost 2021: Congress Extends Charitable Giving...
As your clients reboot after a wild 2020, now is a great time to address their charitable giving…
Advising Clients on Starting a Charity
As 2020 ends and 2021 begins with little relief in sight from crises affecting our region, more and…
Advice to Advisors: Seek Clarity About Clients’ Commitment...
The odds of President-Elect Biden’s proposed tax plan becoming law depend on factors that will not be known…
Charitable legacies: What’s on tap for bequests?
Perhaps the one component of President-Elect Biden’s proposal with the biggest potential impact on ultra-wealthy philanthropists is his…
Taking chances: Will hindsight point to 2020 as the year to...
The November 3 election left wealth managers, tax professionals and estate planners with a dilemma: Should advisors counsel…
Optimize Donations with Noncash Assets
Thoughts of year-end tax planning are a seasonal tradition as pervasive as the leaves turning color. As you…