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- News from Washington: An update on donor-advised fundsMarch 18, 2024 - 10:00 am
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 plansMarch 15, 2024 - 8:02 am
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 […]