Estate Tax Planning: What’s Your Next Move?
Ian Salzman2024-12-11T15:45:16-05:00As 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 Salzman2024-12-11T15:34:16-05:00As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a [...]
If This, Then That: Your Charitable Planning Cheat Sheet
Ian Salzman2024-12-11T15:48:42-05:00At the Community Foundation, we’ve recently been asked by attorneys, CPAs, and financial advisors for “cheat sheet” resources to make it easy to determine [...]