Congress recently passed Secure Act 2.0. The law gives individuals more options for retirement, expands contribution limits, allows more time for retirement plan earnings to… Read More »Q1 2023 Tax Updates
The 2023 DAF Report compiled by the National Philanthropic Trust shows donor-advised funds (DAFs) continue to be a popular choice for charitable giving. Among the… Read More »Donor-advised fund rules and contribution limits for 2024
Charitable giving in retirement years is a tax-efficient way to support the causes donors care most about. The Secure (Setting Every Community Up for Retirement… Read More »Secure Act 2.0 motivates retirees to give more to charity
Savvy advisors know that smart and strategic wealth management is a long game, and to provide truly holistic wealth management, advisors need to have a… Read More »Donor-advised funds: The key to helping clients reach long-term goals
As all financial advisors know, every client possesses unique attributes, needs, and goals which collectively make up their personal and economic profiles. Along with those… Read More »How to know when donor-advised funds are best for clients
Help your clients make the most of their year-end charitable gifts. Despite a volatile market and soaring inflation, donors are committed to supporting the causes… Read More »Four tax-smart giving strategies
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