Springboard to Stronger Client RelationshipsSpringboard to Stronger Client Relationships

Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.¹ This conversation can be a hard one to start, but this year, advisors have an especially timely way to broach the topic with clients: the passage of the Tax Cuts and Jobs Act (the Act), which was signed into law in the waning days of 2017. As with any major change in law that could impact investors, there are a lot of unanswered questions about how this new tax policy will impact investors and specifically, their charitable giving. 

Americans now contribute nearly half a trillion dollars annually to charitable causes that are near and dear to their hearts, crossing the $400 billion mark for the first time in 2017. ...