Want Happy Clients? Talk About Charitable Giving.
Ian Salzman2025-06-11T14:40:36-04:00Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Community Foundation team that their happiest clients [...]
Estate Tax Planning: What’s Your Next Move?
Ian Salzman2025-06-11T14:43:40-04:00As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth [...]
QCDs: $105,000, $108,000, and More Things to Smile About
Ian Salzman2025-06-11T14:43:54-04:00As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a [...]