Stories: Advisor Stories

"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...

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...