Stories: Advisor Stories

As attorneys, CPAs and financial advisors, you've no doubt noticed that financial publications' coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help your clients achieve both their financial and...

If your client base includes business owners, you probably weren't surprised by this observation in a recent Wall Street Journal article about the "stealthy wealthy": "Behind a paycheck, the largest source of income for the 1% highest earners in the U.S....

As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) are prompting...

Recently, the fundraising platform GoFundMe made headlines after automatically creating donation pages for about 1.4 million nonprofits – many of which knew nothing about it. Here's what you should know – and why we encourage you to give directly via...

For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week and day of the year. You never hesitate to remind clients to update their wills, trusts and financial plans as circumstances change...

As you advise clients on charitable giving, you're likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family...

"I have a lot of clients who are 70 ½ and older. I know the new tax laws are a big deal. Did the rules change for Qualified Charitable Distributions?" The short answer is no: The One Big Beautiful Bill Act did not directly change the IRS's rules for...

It's never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it's even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity,...

Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination habit. It seems that the more daunting the task, the harder it is to tackle. This surely is...

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate's changes to H.R. 1, which passed the House by a narrow margin in May.  The OBBBA, with nearly 900 pages of...