Farewell, 2022. Important charitable tax planning reminders and deadlines.
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence! Gifts of appreciated stock still shine Giving in a roller…
Five of 2022’s most-asked questions about Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions, or “QCDs,” are becoming a popular financial and charitable planning tool. As they grow in popularity, the number of questions we receive about QCDs has also increased. Here…