Stories: Advisor Stories

If your client base includes philanthropic individuals and families, you're likely aware that gifts of real estate are an option to fund charitable giving. Real estate is the largest asset class in the world, yet various industry sources suggest that only 3%...

​​Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client – and earning additional work from that client – is far easier and more cost-effective than...

Well before 2026 began, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as the new tax laws' impact on planning techniques. But have you thought about how each of these thresholds might relate to your...

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...