Thank you to WHSV-TV3 for covering Great Community Give!
Thank you to WHSV-TV3 for covering the story of the Great Community Give!
Thank you to WHSV-TV3 for covering the story of the Great Community Give!
News from Washington: An update on donor-advised funds The IRS proposed regulations concerning donor-advised funds, issued in November 2023. Certainly these regulations are just “proposed”; it is unclear whether and to what extent they will become final. If you routinely read financial publications, you may have seen articles about these proposed regulations and speculation about […]
Tax return reviews help clients level up charitable giving plans Tax time has its silver linings! Going over a tax return with a client helps start a productive conversation about ways to plan gifts to charity more effectively. As you scan 2023’s charitable contributions, talk with the client about whether those charitable gifts were made […]