Professional Advisors

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.