Philanthropy

Help clients give more while saving on 2022 taxes; deadlines always come faster than expected.

With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again.

Think Bezos, Buffett and Musk have it wrong? Think again.

A new charitable giving opportunity to discuss with your clients.

Families play the long game. Their ability to weather major volatility without looking for exits makes them sought-after partners.

If clients have the stomach to stick it out, this is an opportunity to take short-term lemons and make them into long-term gifting lemonade. 

An application process designed to move along applications for tax exempt status has turned into a free-for-all.

Three questions to ask clients considering “upstream” or “horizontal” wealth transfers.

A couple's charitable deduction was derailed due to assignment of income and minor paperwork errors.