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Professional advisors

Winds of Change: Legislation and Inflation

You’ve no doubt noticed that donor-advised funds have been featured more prominently over the last few weeks in financial and wealth management publications. 

Closely-Held Business Interest: Adventuresome Giving

The number of businesses in the United States totals more than 27 million, but only a tiny fraction of those are publicly traded.

Crypto and CRTs: Buried treasure, or hidden pitfalls?

“For federal tax purposes, virtual currency is treated as property. General tax principles applicable to property transactions apply to transactions using virtual currency.”

Thumbs Up: Secure
Act 2.0

Across the board, individuals, employers, and charitable organizations are celebrating the recent passage of the Securing a Strong Retirement Act of 2022. 

A mixed bag: Budget

Here are a few of the tax proposals in play that could most significantly impact the way your clients plan for their charitable giving priorities

Cash crunch: Gifting non-income producing assets

For clients who rely on fixed-income assets, such as bonds and wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars for charitable giving.

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Let's Talk!

Through creating a fund—or contributing to an existing one—you can help unleash the potential of our community. Let us help you make the greatest impact with your charitable giving.
Kim Jones

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