Stories: Advisor Stories

As an advisor, you often talk with your clients about life insurance – how much is enough and which policies are best suited for a client's particular situation. As you counsel your clients about risk management and the role of life insurance in their...

Tax time has its silver linings! Reviewing a tax return with a client can lead to a productive conversation about ways to plan gifts to charity more effectively. As you scan 2023's charitable contributions, talk with your client about whether those charitable...

By: Robert W. MalonePartner at Buckingham, Doolittle & Burroughs A planning technique that is known to most tax professionals is for an owner of a private company to gift an interest therein to charity prior to a sale. This technique is only of...

The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning. Now is a good time for advisors to review a few basic tax principles...

If you're not talking about charitable giving with your high-net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them.  Take a few minutes...

Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it's easier and less costly to retain or get more work from a current client than it is to find a new client.  As an attorney,...

The rising popularity of the Qualified Charitable Distribution (QCD) appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. As we begin a new year, be sure you're familiar with the various charitable giving...

Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December! What this means is that there's a pretty good chance your clients are already...

Although a donor-advised fund, which is becoming an increasingly popular charitable planning tool, can be established through a national financial institution, Akron Community Foundation offers its donor-advised fundholders much broader services, more...

Women's spending power has been in the news over the last several weeks as Taylor Swift's and Beyonce's tours continue to break records and the "Barbie" movie still looms large. As you've worked with female clients over the years, you've...