May 2023 Professional Advisor News
The power of the IRA beneficiary designation, the IRS's bigger budget, and not-to-miss news and trends
The power of the IRA beneficiary designation, the IRS's bigger budget, and not-to-miss news and trends
Banking fallout and charitable giving, proposed legislation, and what's on the IRS's radar
Addressing disaster giving and eligible QCD recipients
Philanthropy on clients' minds, pre-spring cleaning, and three tax tips.
Discussing some of our most talked-about end of year topics including donor-advised funds (DAFs) and Qualified Charitable Distributions (QCDs).
Charitable giving in a bear market, helping your clients support hurricane relief, and need-to-know insights about the nonprofit sector.
Important topics when meeting with clients, inherited IRAs, and more.
Important reminders about bequests, legislative updates, and a look ahead to 2026.
QCD enhancements, bunching with long-term appreciated assets, and the community foundation edge.