Emotional ties to stock, mixing business with charity, and locking in the exemption
Hello from CFWG! We hope the summer of 2024 is treating you well! As always, we appreciate the opportunity to work with you and your...
top of page
CFWG
- Jun 11
- 7 min
401(k) millionaires, charitable giving for corporate executives, and IRS updates
Greetings from CFWG! As always, our team welcomes the opportunity to be your first call the minute you begin discussing philanthropy with...
2 views0 comments
CFWG
- May 15
- 7 min
Proposed regulations, assets that make great charitable gifts, and election year updates
Greetings from CFWG! Every day, our team appreciates the opportunity to work with attorneys, accountants, financial advisors, and other...
3 views0 comments
CFWG
- Mar 5
- 6 min
Tax return reviews, types of funds, and the latest donor-advised fund news
Hello from CFWG! Tax time is just around the corner, which means your clients may be taking a closer look at charitable giving options as...
19 views0 comments
bottom of page