Wake Up Call: OBBA Changes and Client Conversations
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the … Read More
News & Stories
Rare But Useful: Planning With Charitable Lead Trusts
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They … Read More
Calling It Splits: What Happens to Charitable Assets in a Divorce?
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish funds at The Community Foundation … Read More
Serving Charitable Clients: Dual Strategies Emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct … Read More
Women and Philanthropy: Impact Across Generations
March is Women’s History Month, and it’s a great time to check in on the increasing role of women in philanthropy. At The Community Foundation … Read More