Stories: Advisor Stories

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...

Several advisors have shared with us recently that they're fielding more questions about charitable gift annuities (CGAs). It's quite possible that CGAs are landing on clients' radars these days for a couple of reasons: A $54,000 opportunity Word is finally...

If you've represented charitable families over the years, you've certainly heard the term "charitable remainder trust," sometimes called a CRT. You might have even helped clients set them up.  For most attorneys, CPAs, and financial advisors, CRTs don't...

When you're working on the charitable components of a client's estate or financial plan, one of the first areas you'll likely explore is the structure. Certainly you are familiar with both private foundations and donor-advised funds as useful charitable...

By Richard Tanner, CEO and Founder, Ownership Advisors The landscape of long-term care planning has evolved significantly over the years, especially post-COVID, as more families realize the challenges of aging and chronic care extend beyond financial...

As you and other attorneys, CPAs and financial advisors begin working with clients on their annual charitable giving plans, you may have a moment where you wonder: "How exactly does a Qualified Charitable Distribution work?" That's a great question, and you...

Most of your philanthropic clients support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values...

As attorneys, CPAs and financial advisors, you are well aware that you have clients' attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving...