It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end … Read More

 Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts, nearly $20 trillion of which … Read More

If you’ve supported a particular charitable organization for many years, and perhaps even served on its board of directors, you are likely familiar with some … Read More