The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts.

The IRS statute of limitations and how it applies.

The Opportunity Zone legislation has already unleashed considerable activity, with real estate companies starting to establish new funds.

White labeling is best suited for larger plans that are more likely to have requisite in-house expertise and the leverage to drive fees lower.

It may be time for your clients to re-evaluate the benefits.