As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are [...]

Keeping up with tax legislation's ever-evolving landscape can feel like a full-time job! Many attorneys, CPAs, and financial advisors turn to the Community Foundation for [...]

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate [...]