Stories: Advisor Stories

As an attorney, CPA or financial advisor, you probably work with several clients who own a family business. You've likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for...

For many attorneys, CPAs and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients! While you've been busy reading dozens of articles and evaluating how the changes will impact...

You've no doubt noticed that Qualified Charitable Distributions (QCDs) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an...

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing...

At Akron Community Foundation, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your charitable clients. Four recent articles make a common point: the most...

For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it's an ideal time to revisit charitable giving...

As an attorney, CPA, or financial advisor, you're well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check. That's because the...

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...