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Donors: A Word of Caution Before You Hit “Donate”
Donors: A Word of Caution Before You Hit “Donate”
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...
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Make the most of National Estate Planning Week
Make the most of National Estate Planning Week
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...
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For Advisors: Five FAQs About IRA Gifts
For Advisors: Five FAQs About IRA Gifts
"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...
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More questions than answers: Pending tax legislation
More questions than answers: Pending tax legislation
There's little doubt that you've seen extensive news coverage of the "Big Beautiful Bill" (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected before final...
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Generational shifts: Fulfilling clients' charitable wishes
Generational shifts: Fulfilling clients' charitable wishes
Chances are, you've already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most...
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