Starting in 2026, the One Big Beautiful Bill Act significantly tightens the rules governing charitable deductions for both ...

Business owners who work hard to grow a business and sell it (hopefully, with a substantial windfall) oftentimes focus on philanthropy and making a difference with their new-found wealth. Successful ...

There are two common charitable planning techniques that aptly illustrate the interrelation between interest rates and philanthropy.The first is a charitable lead annuity trust known as CLAT, which ...

As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change. NAIFA’s recent joint webinar ...

Charitable giving is one of the top financial issues Bob Bove hears about as Wealth Advisor & Certified Exit Planning Advisor at The 4:8 Group. Individuals and families want to know how to maximize ...

With this year’s tax season now coming to an end, clients are planning how to navigate the new tax law in areas such as charitable giving and deductions. Processing Content The Tax Cuts and Jobs Act ...

Financial advisors who include charitable giving in their practices are more successful than those who do not, according to a Fidelity Charitable study released today. Planning for charitable giving ...

The role of the CPA is evolving. Clients are increasingly looking for a “one-stop shop” where they can receive all of their financial and tax services from one firm or individual. Because of this ...

A 75-year-old widow with $1.8 million in savings, no children, and a desire to support her alma mater faces a challenge ...

For charitably inclined individuals, there is a significant amount of uncertainty brought on by possible policy shifts that may occur if former Vice President Joe Biden is elected and Democrats take a ...