Three Clients. Three Solutions. One Common Theme.
Ian Salzman2025-10-06T11:05:42-04:00We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is [...]
Six Tips for Your Year-End Game Plan
Ian Salzman2025-10-01T15:02:42-04:00With only a few months left in 2025, it is important to evaluate your philanthropy sooner rather than later. Recently-passed tax laws may throw [...]
Tongue Twister: OBBBA, IRAs, QCDs, and FAQs
Ian Salzman2025-09-04T09:32:50-04:00If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before [...]