One Big Beautiful Bill Act: Three Insights for Philanthropy
Ian Salzman2025-07-07T12:07:20-04:00The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the [...]
Charitable Mindset: What Are Clients Thinking?
Ian Salzman2025-07-01T12:30:42-04:00Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. [...]
A Case Study for Charitable Clients
Ian Salzman2025-07-01T12:29:04-04:00As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while [...]