Stories: Advisor Stories

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...

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...

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...

As attorneys, CPAs and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their...