Reducing Capital Gains Tax from Mutual Fund Distributions
As year-end approaches, following a tumultuous season for the financial markets, we are thinking about you and your clients. As you engage with clients during year-end meetings, some of your…
Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
Here's a hypothetical situation to consider. During a routine check-in meeting, your client casually mentions that their employer, a local company, was just acquired. The client and dozens of fellow…
Inherited IRAs: Big headache, or big opportunity?
Are your clients walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs? They aren't alone. What’s the…
CFHZ Celebrates Local Philanthropy
On Thursday, September 15, with almost 800 community leaders, donors, and nonprofit partners in attendance, the Community Foundation of the Holland/Zeeland Area (CFHZ) hosted its annual Celebration of Philanthropy event…