Stories: Advisor Stories

Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your clients and their families, but they are extremely valuable tools in certain circumstances and it's important to be aware of what...

Amid the uncertainty of the COVID-19 pandemic, many clients are relying on their trusted advisors for peace of mind about the future. Creating a sound estate plan can help clients feel confident that their assets will be taken care of both now and after their...

S Corporation, or limited liability company? That's a question many family businesses grapple with in their formative stages. For years, S Corporations were frequently preferred for small businesses that wanted the protection of a corporate structure versus a...

Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (at least for now) some of the uncertainty as to how sweeping tax reform could upend wealth planning strategies via changes to top marginal rates, a...

By Julie E. Firestone, PrincipalSingerman, Mills, Desberg & Kauntz Co., L.P.A. The Getty Foundation. The Bill and Melinda Gates Foundation. Private foundations formed by successful, entrepreneurial families, perhaps even initially operated by the...

The nonpartisan Joint Committee on Taxation's report issued last week is already creating a buzz among attorneys, accountants and financial advisors who provide charitable planning advice to their clients.  Here are four considerations as you navigate...

When local entrepreneur and art connoisseur Rory O'Neil passed away unexpectedly in October 2020, his wife of 52 years, Dedee, was left with "a lot of loose ends" to tie up. One of those loose ends was the private family foundation Rory and Dedee had been...

By Mark Muntean, AIF®, CFA®, CFP®Financial Advisor, CAPTRUST Our resolve as investors and wealth advisors was put to the test in dramatic fashion as we witnessed markets plummet nearly 35% within a matter of weeks before bottoming in March of last year....

Our team at Akron Community Foundation stays on top of tax cases, IRS rulings and legislation that could impact the advice and counsel you provide your clients on matters involving charitable giving.  Here are a few current highlights and reminders we...

Imagine that a client sits down at your conference room table and begins the meeting something like this:   "I've got a prime tract of land I bought for $200,000 just 10 years ago, and now I am sure I could sell it for $2 million because the market...