Stories: Advisor Stories

The housing market is showing no signs of slowing down in 2021. For certain clients, this presents a strong opportunity for charitable gifts of real estate, whether it's a primary residence, second home, rental property, or even a niche commercial property...

By: James J. Lanham, OSBA Certified Specialist in Estate Planning, Trust and Probate Law and Roger D. Proper Jr., LL.M. (Tax), OSBA Certified Specialist in Estate Planning, Trust and Probate Law | Critchfield, Critchfield & Johnston, Ltd. 1 The age-old...

With GivingTuesday right around the corner, many of your clients are likely to make an "in the moment" decision to give to a charity. That's terrific, and you'll be doing them a big favor if you offer a gentle reminder that, unfortunately, there are a few bad...

The significant community needs arising from the events of 2020, coupled with recent tax law changes, make it even more important to help your clients plan their charitable giving strategies. For the last couple of years, your clients likely have been hearing...

According to the recently released 2020 Porter Novelli Executive Purpose Study, more than 80% of large company executives believe for-profit companies have a responsibility to play a role in resolving social issues. The study also found that most executives...

As 2020 marches on with little relief in sight from the crises affecting our region, more and more attorneys, accountants and financial advisors are fielding questions from well-intentioned clients who are exploring starting their own nonprofits to help...

The current environment of historically low interest rates has some experts heralding a "golden age of CLATs." More formally known as Charitable Lead Annuity Trusts, these planned giving vehicles pay a fixed amount to charity each year for a specific period...

In what the Community Foundation Public Awareness Initiative is calling an "unprecedented response," community foundations across the United States have mobilized more than $1 billion to support nonprofits on the front lines of the COVID-19 pandemic. A study...

In the CARES Act, passed on March 27, 2020, Congress eliminated this year's required minimum distributions from IRAs, 401(k)s, and 457(b) and 403(b) plans. The end of March, however, was too late for people who had already taken their distributions for 2020....

By Don Laubacher, CFP®, CPA, AEP®Senior Vice President, Family Wealth, Sequoia Financial Group The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on Dec. 20, 2019 (that seems like a long time ago!). One significant...