What’s New in the Numbers: A Checklist for Charitable Tax Rules in 2026
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as … Read More
News & Stories
Sudden Life Changes: Charitable Giving Can Help Clients Get Through It
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs. If you represent a client … Read More
Postmarks, Rule Changes, and Remedies for Clients’ 2025 Charitable Gifts
If you were surprised to read about the ripple effect of a seemingly small change in the U.S. Postal Service regulations late last year, you … Read More
Three Clients. Three Solutions. One Common Theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely aware that charitable giving is not only … Read More
Inherited IRAs: A Charitable Solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby … Read More