Early Birds, “Bunching,” and Planning for Year-End
When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important to … Read More
News & Stories
A “Big” Inheritance May Not Be All Financial
Welcome to the Great Wealth Transfer! This much-cited era, happening right now, is reportedly the time when trillions of dollars will pass from one generation … 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
Highs and Lows: Reminding Clients About Stock Gifts
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to … Read More