Gotcha! This Missing Sentence Can Cost Your Clients a Lot of Money
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax … Read More
News & Stories
Estate Planning: Go Beyond the Thirteen Magic Words
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard … Read More
What Happens if Your Client Wants to Give Government Securities to Charity?
Every day, The Community Foundation of Frederick County works with attorneys, CPAs, and financial advisors to help clients support the charities and causes they care … Read More
Bunching Charitable Gifts, Year-End, and Getting Ahead
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and … Read More
Worth a Read: Moving From Charitable Transactions to Charitable Strategy
At The Community Foundation of Frederick County, our team keeps an eye out for helpful sources and reading material to help you more easily stay … Read More