If this, then that: Your charitable planning cheat sheet
We’ve recently been asked by attorneys, CPAs, and financial advisors for a “cheat sheet” that will help determine which type of charitable planning tool is best for a particular client.…
QCDs: $105,000, $108,000, and more things to smile about
As you put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does a Qualified Charitable Distribution…