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 plans [...]

After the holiday glow fades, your clients may face the sinking realization that it's time to gather tax information and begin working with their CPAs, [...]