Tax Time Blues: Why is This So Hard?
Ian Salzman2025-06-11T14:36:51-04:00After the holiday glow fades, your clients may face the sinking realization that it's time to gather tax information and begin working with their [...]
Wise Giving: Advising Clients on Supporting Fire Relief Efforts
Ian Salzman2025-06-11T14:39:22-04:00In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide [...]
For Clients Who Love Local Causes, The Community Foundation Is The Place
Ian Salzman2025-06-11T14:39:34-04:00As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a [...]