If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. [...]
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering [...]
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and [...]